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In today’s complex financial world, Canadian professionals seek guidance from experts like Nick, an Integrated Wealth Planner with a rich background in advanced financial planning and a history of serving in regional management for a leading financial organization. With over 10 years of experience, Nick not only crafts personalized wealth management solutions for business owners and professionals, but also shares his knowledge as a faculty member in physician-led financial education programs. Nick combines his deep industry knowledge with a passion for education, making him a sought-after partner for Canadian professionals navigating their financial journeys. His integrated approach to wealth management, underscored by a commitment to professional and client education, marks him as a distinguished advisor in the financial landscape.
Recognized for his insights in prestigious outlets and at industry events, Nick has also demonstrated a commitment to his profession through his volunteer work with Advocis, where he held roles including President of the London Chapter and Regional Chair for the Chapter Leadership Council.
Designations: Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), Certified Health Insurance Specialist (CHS®), and Certified Cash Flow Specialist™ (CCS).
Direct: 226-526-4478
Office Waterloo: 519-746-5111 x292
Office Windsor: 226-216-0895 x1011
Fax: 519-746-4377
The information provided on this website is for informational purposes only and should not be considered an offer or solicitation to buy or sell securities, financial products, or services. Stewart Fisher Financial makes no representations or warranties, express or implied, regarding the accuracy, completeness, or reliability of the information on this site.
Advisory services are available only in provinces where our individual representatives are registered. Products or services provided by third parties are independent of Stewart Fisher Financial and are not monitored or endorsed by the firm.
Investment Representatives include Richard Paliani, Nick Giovannetti, Larry Hoekstra and Phil Danelon who offer mutual funds through Quadrus Investment Services Ltd. Investments in mutual funds are subject to various fees and expenses, and their values can fluctuate. Please review the prospectus carefully before investing, as past performance is not indicative of future results.
Insurance, segregated funds and related financial products & services are offered separately through Stewart Fisher Financial as independent agents. For further information, please reach out to your advisor directly.
Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.
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