Director, Wealth Solutions, Skyline Wealth Management Inc.
As a Director of Wealth Solutions, Nick is responsible for providing new and existing Skyline Wealth Management clients with access to the investment products and services that best fit their short-term and long-term personal financial goals, as well as tailored financial management advice. As the first point of contact for new investors with Skyline Wealth Management Inc., Nick ensures each client’s eligibility and suitability for Skyline’s showcase of alternative investment products.
Following a career as a professional hockey player, Nick was Partner and Head of Sales in a boutique investment bank on Bay Street in Toronto, ON for ten years, and played a key role in facilitating equity raises in excess of $1B. Nick was also a manager in institutional sales and trading, where he advised global asset managers on the North American equity markets, covering some of the largest funds in Canada and the UK. Nick joined Skyline as a Director of Wealth Solutions in 2017, and is responsible for the acquisition, development, and maintenance of relationships with hundreds of Skyline Wealth Management clients.
Nick believes in providing holistic, macro-level financial advice and education to clients that goes beyond simply the sale of an investment product. Besides maintaining relationships with Skyline Wealth Management’s valued investors, Nick also plays a key role in facilitating the onboarding of new institutional-quality investment products for Skyline Wealth Management Inc., with a focus on low-risk products that provide peace of mind, stability, and decreased influence by possible volatility in public markets.