Nick Specializes in Assisting:
- Individuals (including divorced, separated, widowed)
- Couples and Families
- Business Owners/Self-Employed
Nick Specializes in the Following Services:
- Financial Planning
- Pre-Retirement Planning
- Retirement & Pension Planning
- Planning through transitions (divorce, loss of spouse/partner, career change)
“Life is complex – having a practical and personal financial road map, inspired by your long term goals, creates peace of mind.”
Nick is an energetic problem solver, focused on his clients’ success. His warm and friendly approach encourages people to open up about their challenges and goals; the first step in creating a practical, yet powerful, financial plan.
As the father of three teenagers, Nick appreciates how time, energy and money can be consumed by the demands of life. But several years as a small business owner, and 17 years as a finance executive at a large public Canadian food company, taught Nick that clarity around goal setting, creative planning and follow through are the ingredients of success.
He understands that life—in the middle of work, relationships, and raising kids—is very hectic. “Technology,” Nick says, “has us so connected to the ‘daily’, that it can be a challenge to focus on the long view. But our money decisions today, significantly impact our future.”
He gets that at the end of a busy day, few people have the mental energy to tackle their personal finances, which is why he wants people to know that they don’t have to do it alone. Nick brings positive energy and focus to the task, and helps his clients do the same.
“People want to feel good about their money,” he says, “Think what could happen if we approached our financial lives with the same rigour and enthusiasm that we have in our professional lives.”
In Nick’s experience, it’s the mountain of options and variables that overwhelms most people, which is why providing a fresh perspective and guiding them out of the confusion is at the core of his coaching.
“As I work with clients to conquer challenges and set goals, there is always that moment, when I see their mindset shift from nervous resistance to excitement. It’s the best part of being a Money Coach.”
Pursuing My Dreams with Confidence
I had arrived at a pivotal point in my life. I wanted to follow my dreams to switch careers and relocate but I didn’t know if I could afford to. Nick helped me analyze this complex decision and break it down into simple building blocks so that I could move forward with confidence. I am so grateful to Nick for providing me with clarity and as well giving me advice on my investment portfolio. He was a pleasure to work with and always very professional.
– Laurie, Toronto
Financial Clarity and Peace of Mind
Working with Nick was a pleasure and so beneficial. He helped me get control of my finances and provided me with a system to help me stay in control. Nick also gave me some great ideas to save money. I was able to pay off my credit card debt after a few months of working with Nick. He also did a thorough review of my insurance needs which gave me peace of mind. Now I feel much more confident about my finances.
– Sandra, Toronto