Mark Nichol, BBA, CIM®
Investment Advisor, iA Private Wealth
Since 1994, I’ve been dedicated to helping families build, preserve, and transfer their wealth as an Investment Advisor. After earning my Business Administration degree in 1985, I went on to become a Chartered Investment Manager® professional in 1998, further strengthening my expertise in delivering sophisticated financial strategies.
Growing up in the Comox Valley, where my family settled due to my father’s military career, gave me a deep appreciation for family values, and that has shaped my approach to advising clients. My focus is on tax and estate planning, ensuring a smooth transition of assets between generations while optimizing tax efficiencies.
With a strong ability to break down complex securities and financial analysis, I help my clients make informed decisions about their investments. I pride myself on providing seamless, tailored financial solutions that address the unique needs of each family, whether it’s reducing the cost of investing, planning for retirement, or ensuring the next generation is well-prepared.
My recent focus on executor responsibilities and estate planning highlights my commitment to addressing often-overlooked aspects of wealth management, empowering families to navigate these complexities with confidence. I’m here to offer a personal, high-value relationship, ensuring that every part of your wealth works harmoniously for the long term.
Contact me today at: Mark.Nichol@iAPrivateWealth.ca
Testimonials
“Mark Nichol has been my advisor since May 2016. We operated a fee for service account from the beginning and Mark has always met our needs for medium risk and income. He is very flexible with being able to meet with us and has kept us well informed. We moved to him to take care of an account the back was not interested in dealing with. For anyone that are not getting what they expected from a bank he would be worth checking out.”
– Trish L.
“Working with Mark Nichol has been a game-changer for me. My parents worked with Mark for over 20 years. His expertise and dedication to understanding my unique financial situation have empowered me to make informed decisions and secure my financial future. Moreover, his strategic guidance and personalized approach have helped me navigate complex financial matters with ease. I highly recommend Mark Nichol to anyone looking for a trustworthy partner to achieve their financial goals.”
– Robert M.