With over a decade of financial services and investment experience, Nico is actively focused on providing comprehensive wealth management solutions to individuals and families, estates and trusts, and charitable and business organizations. His primary role is to provide investment counsel, specifically to develop and implement investment strategies tailored to meet his clients’ individual needs.
Nico works with a talented group of TD specialists and brings his clients access to their expertise, which ranges from business succession planning and Will and estate planning to insurance strategies. His goal is to create a fully-integrated and comprehensive plan for clients by ensuring that advice from the appropriate specialists is delivered and applied to each investor’s unique situation. This integration is crucial to clients’ evolving needs through many stages of their lives.
Nico holds the Chartered Financial Analyst® (CFA) and the Chartered Investment Manager (CIM®) designations and graduated from the University of Toronto with a Bachelor of Applied Science in Engineering.