Robert Nicholson

Background

About Robert Nicholson

As a Calgary native, I have spent more than 30 years working and volunteering in the community in which I grew up. I am committed to my clients and to their financial success and well being. I'm passionate about strategic wealth management and wealth preservation for my clientele, and believe in utilizing a comprehensive approach to managing wealth. I specialize in protecting and growing wealth tax efficiently while identifying and implementing strategies to manage important risks. Working closely with business owners and families, my goal is to aid and educate clients to become true stewards of their family wealth. In addition to holding the Chartered Investment Manager (CIM®) and Personal Financial Planner (PFP®) designations, I am proud to be recognized as a Fellow of CSI (FCSI®), which is considered the pinnacle financial services credential in Canadian financial services, and is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry. I am a dedicated and devoted husband and father, and an avid skier, sailor, golfer and traveler.