Patrick Nicol Email & Phone Number

Patrick Nicol and his team are dedicated to helping a select group of business owners, professionals and executives living in eastern Ontario take control of their financial affairs.Patrick follows a client-centered approach to portfolio building and wealth management. By structuring the planning process around the personal financial goals of each client, Patrick makes financial decisions simple and renews clients confidence in their ability to achieve financial independence and live the life they want to live.Patrick works best with clients who view wealth as a tool with which to secure a high quality of life for themselves and their families. These clients value the help of a trusted professional, and are looking to work with a financial professional who can guide them through long-term planning and handle day-to-day financial decisions.For these clients, Patrick’s highly personal, structured approach eliminates hassles and allows them to enjoy life without financial worry.Investments in GIC's, High Interest Savings Accounts, Stocks, Bonds, Mutual Funds, ETF's and Flow Through Shares, as well as other investments.Financial planning services - establishing investment goals, tax planning, savings programs, wealth accumulation, retirement and estate plans Registered Education Savings Plans (RESP) and In-Trust accounts Critical Illness and Life and Health Insurance Products as well as Segregated Funds (Insurance Products provided through Hollis Insurance Inc.)Specialties: Dynamic portfolio building and monitoring.

Listed skills include Wealth Management, Mutual Funds, Investments, Retirement, and 9 others.