NICK RIZZO

Our mission is simple: to help our clients manage their financial affairs in a way to maximize wealth and mitigate taxes. While we are able to provide a full scope of services from Estate Planning to Financial Planning, we prefer to work with each client on an individual basis to determine what is appropriate for their needs... We are committed to delivering exceptional client service to our clients while we work to help you meet your financial objectives. It is our job to be in touch with you regularly and determine your needs... Like any business we do wish to expand our business further with like-minded investors such as yourself and your referral is our best compliment. We received a number of referrals in 2020 and we promise to grow our business at a manageable pace only. We look forward to meeting more family and friends of our clients in 2021 and more importantly, moving with you towards your wealth management goals.

Primary location: Brantford