Know your advisor: CIRO Advisor Report
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Nick’s interest in finance began in an Introduction to finance course when he was pursuing his Bachelor of Management at the University of Lethbridge. As a financial advisor based in Lethbridge, Nick personalizes his approach to your needs to help you reach your financial goals.
Nick’s relationship with you will be one built on mutual respect, trust and open communication. Some of the best financial advice he’s ever received he applies to his clients: don’t put all your eggs in one basket. Nick is well-versed in many different geographical regions and sectors to invest in, and encourages portfolio diversification to help you obtain financial freedom.
When Nick is away from the office he enjoys spending his time gardening, cooking and listening to music. Nick loves to stay-up-to-date on financial trends and markets by continuing to develop a deeper understanding of the investment and financial planning industry.
I’m always happy to help with your financial needs. Send me a message or contact me at my branch and I’ll get back to you within 24 business hours.
Meet by phone, video or in-branch.
ATB Securities Inc. is proud to be a member of the Canadian Investment Regulatory Organization
ATB Securities Inc. is a member of CIPF, which provides protection to investors’ securities, cash or other property in the event of an insolvency of a member firm.
ATB Wealth® (a registered trade name) consists of a range of financial services provided by ATB Financial and certain of its subsidiaries. ATB Investment Management Inc. and ATB Securities Inc. are individually licensed users of ATB Wealth. ATB Securities Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.
The information contained herein has been compiled or arrived at from sources believed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy or completeness, and ATB Wealth (this includes all the above legal entities) does not accept any liability or responsibility whatsoever for any loss arising from any use of this document or its contents. This information is subject to change and ATB Wealth does not undertake to provide updated information should a change occur. This document may not be reproduced in whole or in part, or referred to in any manner whatsoever, nor may the information, opinions and conclusions contained in it be referred to without the prior consent of the appropriate legal entity using ATB Wealth. This document is being provided for information purposes only and is not intended to replace or serve as a substitute for professional advice, nor as an offer to sell or a solicitation of an offer to buy any investment. Professional legal and tax advice should always be obtained when dealing with legal and taxation issues as each individual’s situation is different.