Transparent. Loyal. Caring.
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.
Respectful and communicative
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.
Know your advisor: IIROC Advisor Report