Nick Sacchetti
Investment Advisor & Financial Planner
Your Personal CFO for Life's Defining Moments
When life throws you a curveball, things get complicated fast. An inheritance, selling your business, a divorce, losing a spouse. That's where we come in. Our team helps you make sense of it all, figure out what comes next, and feel confident about your money again. We work together with RBC's best resources and specialists to put together a plan that actually works for your life.
Personal CFO Series
Nick serves as a personal CFO for his clients, helping them make confident decisions across every aspect of their financial lives—from budgeting and cash flow to retirement and estate planning.
When Nick was 21, his mother’s cancer diagnosis showed him firsthand how a compassionate financial advisor can guide families through life’s most stressful moments. That experience shaped his commitment to providing clients with expert guidance, clarity, and structure when navigating major financial transitions and windfalls.
Nick holds his Certified Financial Planner (CFP) designation and brings extensive experience in wealth management, retirement planning, and financial strategy.
If you’re approaching a major financial decision or want a second opinion on your wealth plan, contact Nick today for a complimentary consultation.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Your Story Comes First
Our personal approach centres on you. We begin by getting to know your needs, goals, and what a financial windfall means for your life.
What we do
We create a comprehensive financial plan tailored to your windfall circumstances.
We review your situation in depth, understand your goals, and develop a draft plan; addressing investments, insurance, estate planning, and tax strategy; before executing on anything.
Depending on your needs, we connect you with our network of RBC specialists to ensure every aspect of your financial life is well planned for.
How we do it
We start with discovery, understanding your story, goals, and what matters most.
We then develop a comprehensive draft plan guided by three core questions: How did I get here? Where do I want to be? How do I stay on track?
With that foundation, we build your personalized investment portfolio in collaboration with our investment strategists.
Through ongoing monitoring and reviews, we adjust as needed so everything continues to serve your life goals.
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
Videos
Personal CFO Series
Nick serves as a personal CFO for his clients, helping them make confident decisions across every aspect of their financial lives—from budgeting and cash flow to retirement and estate planning.
When Nick was 21, his mother’s cancer diagnosis showed him firsthand how a compassionate financial advisor can guide families through life’s most stressful moments. That experience shaped his commitment to providing clients with expert guidance, clarity, and structure when navigating major financial transitions and windfalls.
Nick holds his Certified Financial Planner (CFP) designation and brings extensive experience in wealth management, retirement planning, and financial strategy.
If you’re approaching a major financial decision or want a second opinion on your wealth plan, contact Nick today for a complimentary consultation.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.