Nick Sacchetti
Investment Advisor & Financial Planner
You have dreams. We have the expertise to help you make them a reality.
Our team of experts is poised to help you take advantage of opportunities, handle challenges, and – ultimately – reach your goals. Taking an all-encompassing, personalized approach, we lean on the sophisticated tools, best-in-class resources, and esteemed specialists of RBC to manage, grow, and preserve your wealth.
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.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.