ABOUT NICHOLAS HUI
Although I have clients all across Canada, I am based in Markham, Ontario where I live with my wife and three children. I spend most of my evenings coaching and managing my kid’s soccer teams. We are big sports fans and have season tickets to both the Raptors and the Blue Jays. Having been born and raised in Vancouver, I cannot cheer for the Leafs and continue to root for the Vancouver Canucks.
I am a CFP® (Certified Financial Planner®) and hold the TEP (Trust and Estate Practitioner) designation. I also am a Professional Engineer of Ontario and graduated with an MBA from the Ivey School of Business (University of Western Ontario).
ADVICE-ONLY FINANCIAL PLANNING BY NICHOLAS HUI
Thousands of Canadians struggle with their finances, with over 80% reporting money worries*, and nearly half surveyed ranked money as their greatest stress**. As an Advice-Only Financial Planner, I aim to organize and optimize your financial situation, lifting you out of the troubled majority so you can become part of the fortunate few.
Your finances affect all areas of your life. Specializing in helping young professionals and families, I develop customized financial plans to include budgeting, investments, risk management, tax and retirement planning.
There are only an estimated 300 advice-only financial planners in Canada, compared to over 100,000 other financial advisors – the majority working for financial institutions that sell commissioned products. Even the best of these will be confined to their company’s objectives.
Using an engineering concept, VAVE (Value Analysis/Value Engineering), I will guide you through a customized financial planning process. I do not sell investment products or intake your money to invest; That means my advice is tailored to your needs, your situation, and your best interests.