Nic graduated from Mount Royal University with a degree in psychology. He holds the Chartered Investment Manager designation and is currently pursuing the Certified Financial Planner designation.
Nic joined JV Financial in 2023 and is the first team member located in our satellite office in Calgary. Prior to joining JV, Nic accumulated a solid foundation of financial planning knowledge by working alongside another independent financial planning team. He has also held past positions in management, leadership, and marketing. Nic’s background in behavioural psychology lends to his passion for client care and eagerness to assist in the long-term financial well-being of all clients.
If finance doesn’t work out, Nic’s dream job is to be the NBA’s shortest superstar!
Nic lives in Calgary and enjoys playing guitar/piano, basketball, practicing yoga, and golfing.
· Chartered Investment Manager (CIM®)