Mark Nichol, BBA, CIM®

Mark Nichol, BBA, CIM®

Investment Advisor, iA Private Wealth

 

I have been an Investment Advisor for 29 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 the Comox Valley. 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 private and public entities. In 1994, I began my career as an Investment 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.

I am an Investment Advisor first, with a dedication to know my clients and listen to their needs to deliver solutions with appropriate investments that fit their risk profile. I am an educator second, and will take time to explain process and products to make my clients comfortable. I am knowledgeable third, and continue to update my understanding of securities selected and held by clients. I am current with general income tax and estate rules that allow me to go beyond the scope of being just an investment advisor. I work hard to provide information that is relevant to each client situation. I am reachable and return all phone calls from clients within 1 business day.

As a holder of the Chartered Investment Manager designation, 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. In cases of terminal diagnosis, I focus my attention toward eliminating the cost of probate and making the Executor roll as simple as possible when it comes to all assets of the client.

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.

Email: 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.