Mark Nichol, BBA, CIM
Investment Advisor, iA Private Wealth, a division of Industrial Alliance Securities Inc.
I have been an Investment Advisor for 22 years. My father’s military career brought my family to the Comox Valley in the 1970’s. Like many of the other individuals living here, I had a positive experience growing up in this environment. After completing an undergraduate degree in Business Administration in 1985 at Acadia University in Nova Scotia, I moved to Ottawa where I started my family and worked in management for various companies. In 1994, I began my career as a Financial Advisor, bringing my young family with me from Ottawa. My two sons and daughter are now grown up and continue to make me proud of their accomplishments.
In my practice, I follow a process to uncover issues and matters related to finance and will interconnect solutions to ensure my clients receive planning advice that is seamless, beneficial and flexible. As a Certified Investment Manager, I strongly believe that your money saved both for living as well as for retirement, including a smooth transition towards your beneficiaries, is the reason why everyone should choose a professional investment advisor. Recently, I have furthered education for myself by concentrating on areas of Estate and Tax planning. I feel that there is a gap in the fundamental knowledge of executor responsibilities and that a personal education on this topic adds value to my client relations. Further, I endeavor to reduce your overall cost of investing to ensure that you are getting not only great service but value for a relationship that is very personal.
“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.