Estate planning involves organizing your affairs to ensure a smooth transfer of assets upon your death. A financial advisor can play a crucial role in estate planning by providing expertise in investment strategies, tax implications and wealth preservation. I can help you assess your financial situation, guide you in setting specific goals for your estate, and recommend appropriate strategies to maximize your assets for future generations. A comprehensive and well-coordinated estate plan can be tailored to your financial objectives.
I am fully equipped to help you figure out the desired distribution of your estate, and implement strategies to realize your intentions. Once the estate plan has been finalized, a will can be drafted. Start today by booking an appointment.
| MoneyGuyNOW.com Digital Advisor | Financial Advisor | |
|---|---|---|
| Advice Fees *Not including MERs and trading fees | $250/Hour | 0.50%- 1.25% |
| $1,000,000 Account Costs *Not including MERs and trading fees | $500- $750/Year | $5,000- $12,500/Year |
| Access to Investment Advice | 2-3 Virtual Meetings | Approx. 3 Hours/Year |
| Recommended Products | Unbiased Data Driven | Often Proprietary (Company Owned) |
| Relationship | Personal | Personal |
Sunny2024-02-29Nic's vast knowledge in financial investments is exceptional. Highly recommended.
Peter Vigna2024-01-27Nic is the best source for financial education on social media best etf recommendations.
519 Painting2023-05-01Nick was a tremendous help with our financial planning for our new company!
Shiella A2022-06-30Nic 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 Thuss2022-06-25Nic 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 Vella2021-06-10This 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 Isovski2021-05-11My 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.
Karen Campbell2021-05-10Nic always has your best interest in mind. Very knowledgeable, respectful of your time and very keen. Trust-worthy too.
Familia Homes Inc.2021-05-10Really enjoy working with Nic on everything from insurance, to retirement savings and child education plans. He is extremely knowledgeable and his results have proven he is trustworthy.