Nichols Wealth Management
Your life goals are our life’s work
You have dreams. We have the expertise to help you make them a reality.
With over a century in combined experience our team delivers a tailored family office experience that is results driven. Our team brings together a wealth of knowledge and expertise in wealth management to help you achieve your goals. As a proud partner of RBC, we have access to an extensive range of resources and tools to tailor solutions that are right for you.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
What we do
At Nichols Wealth Management we believe in the power of personal relationships. Our team takes the time to understand your family’s unique situation, goals and values so we can tailor our financial solutions to meet your specific needs. We’re not just advisors; we are partners on your financial journey providing dedicated support and guidance every step of the way. We are committed to guiding your family toward a secure and prosperous future.
How we do it
Our four-step portfolio process is designed to keep your investments working toward your goals at every stage. We start with a discovery meeting, where we take the time to understand your needs, goals, time horizon and risk tolerance. Then we develop an Investment Policy Statement—the guiding principles for how your portfolio will be managed. With that foundation, we build your personalized portfolio with the right balance of stocks, bonds and cash, in collaboration with the firm’s investment strategists and research analysts. Finally, through ongoing monitoring and reviewing, we keep a close eye on your portfolio, making adjustments as needed so it continues to align with your objectives in changing market conditions.
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.