Products & Services

Investment Management

Customized investment portfolio management that considers your personal objectives, cash flow requirements, time horizon and risk profile to protect, preserve and grow your capital

Quarterly performance reports and annual in person meetings

Discretionary and Non-Discretionary investment management options are available

  • Discretionary: After agreeing to the overall account objectives, risk profile and investment strategy, The Nicolais Group can make investment changes at any time without needing to seek pre-approval from clients which allows faster reaction to market events and opportunities
  • Non-Discretionary: The client must approve all investment transactions prior to the investment being undertaken or sold

Advisory Services

  • Comprehensive financial planning (National Bank Certified Financial Planner)
  • Retirement planning and modeling (National Bank Certified Financial Planner)
  • Financial goal setting and investment strategies
  • Insurance planning and review (Licensed Insurance Agent under National Bank Securities Inc.)
  • Estate planning and review (Legal Expert-Attorney at Law)
  • Succession planning: corporate and personal
  • Philanthropic counselling

Specialty Financial Services

  • Complex cash management solutions
  • Hedging and monetization strategies
  • Structured and guaranteed investments