Nick either handles directly, or oversees, issues relating to transfers, trading, account opening and compliance. He has an attention to detail and process that is impressive. Nick has a strong work ethic and is deeply committed to the group’s focus on excellence in all matters related to client service.
At a glance:
- Bachelor’s degree in Marketing, John Molson School of Business
- Canadian Securities Course
- Previous experience working with clients and investment products in the finance and investment industry
- Editor of "The Prosperous and Happy Life" podcast.
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