Background

Nicholas's passion for capital markets was shaped by his global upbringing, living in Italy, Hong Kong, and Canada. He recognized that wealth isn't just a number on a statement; it's a passport to freedom. Real wealth is the ability to live life without financial constraints, which is what he strives to achieve every day for his clients.

 

Moving from the sidelines to the field

Nicholas's previous role as District Vice-President for one of Canada's largest asset managers allowed him to study the role of advisors and not only assist them with their practice, but also learn from them. Throughout his tenure on the institutional side, Nicholas met with over 1,300 wealth advisors across Ontario. Working as a consultant for advisors has allowed him to see what works when creating a successful wealth management practice, but most importantly, what doesn't work.

 

Investment Philosophy

With over a decade of experience in asset management, Nicholas brings an institutional approach to portfolio construction. Having worked alongside some of the top portfolio managers in the world, his investment philosophy centers on active management through a global lens.

Nicholas combines strategic asset allocation with the vast resources that CIBC offers, providing his clients with tailored wealth management services unique to them. From tax minimization to estate planning, Nicholas covers every financial aspect of his clients' lives, all delivered through a white-glove level of service.

 

Life & Community

Nicholas resides in Oakville and is an active member of the community. He served as a Crisis Responder for Kids Help Line for several years and recently moved back from London, Ontario, where he was a guest speaker at the Ivey Business School of Western University. Outside the office, you will find Nicholas on a road bike or in the kitchen cooking a staple Italian dish.