I know how hard it can be to find a trustworthy and reliable person to help with your finances. This is why I always go out of my way to make clients my number one priority. Always striving to provide the highest level of financial planning, our team never cuts corners when it comes to our customers’ happiness and investment performance. State-of-the-art financial advisor practices and friendly customer service will leave you feeling safe and secure about your money.
Learn More About Your Money
You can always feel cared for and confident in knowing I give each client the attention and diligence they deserve. As a financial professional with an economics degree, money has become a science of top-level financial planning and tax minimization. My work ethic, knowledge base and drive to be the best is unparalleled and unmatched by any competitor.
- Asset Allocation by Age, Time Horizon & Longevity
- Discover Your Personal Investment Risk Tolerance
- Hold A Diversified Portfolio of Stocks & Bonds
- The Bank Rate & Current Mortgage Interest Rates
- The Consumer Price Index & Current Inflation
- Compound Interest of Savings & Loans
- Having Better Tax Awareness With Asset Location
What We Do
It starts by offering straightforward, intelligent investing, eliminating the high fees and account minimums common in traditional investment management. A globally diversified portfolio of low-cost index funds, and our advanced technology works to maximize your returns. A financial strategy to plan future and current retirement withdrawals to minimize taxes. This includes features like automatic rebalancing, dividend reinvesting, and tax loss harvesting—services once reserved for the ultra-wealthy or too complex and time-consuming for most individuals to handle on their own. Work with a knowledgeable, responsive and trustworthy advisor with experience. The foundation of our long-lasting relationship is based on financial education and fee-only investing for increased transparency.
Smarter Financial Decisions
MGN offers financial services through downloadable apps and virtual meetings. With the latest industry data and knowledge, I can provide Canadians with solutions to make client decisions easier. I provide wealth management solutions for individuals looking for help to create diversified portfolios based on mathematics. Algorithms. Less guesswork and more structure when investing will help you reach your targeted retirement goals. It’s nice to have someone on your side making proactive decisions when the economy looks different. I educate my clients on the importance of insurance and investment tax planning. Paying the least amount of income and estate tax over your lifetime is the best way to truly maximize your wealth.
Commitment to Better Business
I strive to make meaningful impacts in other ways: by adhering to the strongest standards of conduct, through environmental responsibility, philanthropy, and much more. I am committed to helping Canadians choose insurance products that best suit their needs to assist in achieving their financial goals. I stand out in the market by always looking for ways to save our customers money, so they can find the coverage they need for the price they can afford.
Financial Knowledge is Power
I’m dedicated to helping you turn your aspirations into reality. I provide you with the knowledge and research you need to make informed financial decisions you can feel confident in. This mission is not something I take lightly. I’ll equip you with clear, impartial, practical advice you can trust, so making decisions about your money feels simple and smart, not stressful.
Nic Tustin, BA Econ
I have a degree in Economics from the University of Waterloo, and financial industry designations such as the CSC, CPH, WME and LLQP. Over the past decade, I have gained experience working in banking institutions and investment companies. Reading financial literature also helps me keep current with investment trends and strategies. I primarily focus on tactical asset allocation by actively balancing portfolios to reduce market risk. Now, as an independent financial advisor, I can truly reduce the fees you pay for advice and help you maximize your net worth!
You can now create your own pension with my help. And you need to realize there is a cost to not dealing with this. All investments have risks, some more than others. Regardless of what you’re saving for, you want to feel your investments are providing stability in all market conditions while helping you take advantage of growth opportunities. This can all be accomplished by guiding you towards high-performing exchange traded funds (ETFs) and purchasing high-quality corporations with in-depth stock reports.
It’s time to take charge of your money and ensure your loved ones are taken care of! Don’t go broke and mutter something about a “bad economy”.
