Nicholas Budnik

Nicholas Budnik Email and Phone Number

Senior Investment Advisor - Highgate Group @ Highgate Group Inc.
Nicholas Budnik's Location
Montreal, Quebec, Canada, Canada
Nicholas Budnik's Contact Details

Nicholas Budnik personal email

n/a

Nicholas Budnik phone numbers

About Nicholas Budnik

Nicholas Budnik began his career in the investment industry in 1986 with Merrill Lynch Canada as a Financial Consultant. In 1990, CIBC, through its wholly owned subsidiary, Wood Gundy, acquired the private clients operation of Merrill Lynch Canada. In 2001, he joined an independent firm, Canaccord Capital, and also worked 2008 to 2011 at Wellington West Capital. He has held a Vice President position at all his previous firms and is registered in options. Nicholas was born and raised in Montreal and graduated from Concordia University. Philosophy: Capitalizing on the strengths of Echelon Wealth Partners, I have access to estate and business planning professionals, in depth research and analysis, online tools and resources, and best in class investment solutions for you. The most important issue for any investor is to have superior knowledge of the equity markets and fundamental analysis as well as understanding the client's investment goals. I am deeply committed to guiding my clients towards a wealthy and secure financial future. I take pride in proudly offering prospective and existing clients a very high level of quality service and I can always be reached by my client's at all times. Specialties: Investment Management, income portfolios, convertible debentures, Estate planning and retirement planning ,RRSP, ,RESP,TSFA and investment accounts.Also resource and venture situations through , Flow Through Shares . New Issues and Private Placements. For a private consultation and personal investment review I would be pleased to meet with you..

Nicholas Budnik's Current Company Details
Highgate Group Inc.

Highgate Group Inc.

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Senior Investment Advisor - Highgate Group
Nicholas Budnik Work Experience Details
  • Highgate Group Inc.
    Senior Investment Advisor
    Highgate Group Inc. Jul 2024 - Present
    Montreal, Quebec, Ca
  • Echelon Wealth Partners
    Senior Investment Advisor
    Echelon Wealth Partners Apr 2016 - Jul 2024
    Toronto, Ontario, Ca
  • Echelon Wealth Partners
    Senior Vice President And Investment Advisor
    Echelon Wealth Partners Jul 2012 - Jul 2024
    Toronto, Ontario, Ca
    Describe your position
  • Wellington West
    Senior Vice President
    Wellington West Mar 2008 - 2011
    Winnipeg, Manitoba, Ca
    Vice President Wellington West Capital
  • Canaccord Capital
    Vice President
    Canaccord Capital Sep 2001 - Feb 2008
    Toronto, Ontario, Ca
    Describe your position
  • Cibc Wood Gundy
    Vice President
    Cibc Wood Gundy Jan 1990 - Sep 2001
    Ca
  • Merrill Lynch
    Investment Advisor
    Merrill Lynch Aug 1986 - Jan 1990
    New York, Ny, Us
    Describe your position

Nicholas Budnik Skills

Portfolio Management Investment Management Resp Investments Wealth Management Investment Strategies Mutual Funds Asset Managment Investment Advisory Strategic Financial Planning Equities Securities Bonds Options Fixed Income Financial Planning Risk Assessment Arbitrage Canadian New Issues Etfs Trading Retirement Planning Finance Capital Markets Private Equity Estate Planning Asset Management Venture Capital Ipo Alternative Investments Insurance Planning

Nicholas Budnik Education Details

  • Concordia University
    Concordia University
  • Pierrefonds Comprehensive High School
    Pierrefonds Comprehensive High School

Frequently Asked Questions about Nicholas Budnik

What company does Nicholas Budnik work for?

Nicholas Budnik works for Highgate Group Inc.

What is Nicholas Budnik's role at the current company?

Nicholas Budnik's current role is Senior Investment Advisor - Highgate Group.

What is Nicholas Budnik's email address?

Nicholas Budnik's email address is ni****@****opac.ca

What is Nicholas Budnik's direct phone number?

Nicholas Budnik's direct phone number is (416) 350*****

What schools did Nicholas Budnik attend?

Nicholas Budnik attended Concordia University, Pierrefonds Comprehensive High School.

What are some of Nicholas Budnik's interests?

Nicholas Budnik has interest in Children, Environment, Education, Animal Welfare, Arts And Culture, Health.

What skills is Nicholas Budnik known for?

Nicholas Budnik has skills like Portfolio Management, Investment Management, Resp, Investments, Wealth Management, Investment Strategies, Mutual Funds, Asset Managment, Investment Advisory, Strategic Financial Planning, Equities, Securities.

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