CI Equity Asset Allocation ETF (CEQT) seeks to provide long-term capital growth, primarily by investing in ETFs that provide exposure to a portfolio of global equity securities.
are looking for long-term growth through global equity securities
want exposure to a portfolio of primarily equity exchange traded funds
This is the most fantastic app for managing your investment Nic has done us a great service in creating this Highly recommended it
David Yuhasz
2024-07-06
Giving Nic a 5 star - even called to help out on a Saturday morning to explain some app features. Save your mgt fees and DIY with the available apps that are updated monthly by Nic.
Rishi Vikram
2024-06-03
Nic is client focused advisor .
Honest advice is rare in today’s world
But Nic gave good ,Simple and to the point information.
Sunny
2024-02-29
Nic's vast knowledge in financial investments is exceptional. Highly recommended.
Peter Vigna
2024-01-27
Nic is the best source for financial education on social media best etf recommendations.
Shiella A
2022-06-30
Nic is professional, intuitive, personable and passionate about his role. We are so gald to have Nic as our financial advisor; our portfolios are well managed and we have been happy with the outcomes over the years. Nic always goes out of his way to help us.
We had a bad experience with our Canada life mortgage broker, his lack of support and responsiveness almost cost our family a great opportunity so we had to move on. We honestly wish Nic was able to handle our mortgage needs as well. This will ensure that all our service needs will be well managed.
Thank you Nic for everything you do!
Jake Thuss
2022-06-25
Nic is the best financial advisor I have come across in London, Ontario. He knowledgeably helped us with our investments, life insurance and a mortgage. He is a great financial planner to deal with!
John Vella
2021-06-10
This was my first experience with a financial planner. Nic took the time to explain everything to me. He is very patient and thorough. We talked about my goals and plans for retirement. We also talked about my comfort level when it comes to the the ups and downs of investing.
I felt very comfortable with Nic. He is down to earth and very knowledgeable.
I would highly recommend Nic to anyone needing a financial planner.
I feel much more comfortable with my investment plan because of Nic and look forward to working with him for all my investment needs.
Jimal Isovski
2021-05-11
My experience dealing with Nic was flawless. He was extremely informative, supportive and organized when dealing with all my questions and investments. He truly looks out for his clients and does whatever it takes to go above and beyond for their success.
I used my experience from Sunlife, BMO, TD, Edward Jones and Canada Life to create apps to help investors pay fewer fees and income tax. I have a degree in Economics from the University of Waterloo, and financial industry designations such as the Canadian Securities Course (CSC), Conduct & Practices Handbook (CPH), Wealth Management Essentials (WME)and LLQP. I primarily focus on tactical asset allocation by actively balancing portfolios to reduce market risk. I’ve built my business on a foundation of integrity, due diligence, and innovation. I have the essential resources and financial expertise to implement these sophisticated strategies and help you understand how the variables, such as length of investment, liquidity of the investment, inflation rate, income taxes, market fluctuations, and interest rate risks can impact the results you want to achieve long term.
