He works with clients to help minimize taxes, create tax-free pension plans, manage and hedge the tax liability incurred on the sale of their business, facilitate the intergenerational transfer of wealth, and enlarge their philanthropy profile.

Before becoming a wealth and tax specialist he spent 20 years on Bay Street as a bond trader and investment banker with some of Canada’s largest financial institutions.

Of interest...

  • Nigel has served on the finance and fund-raising committees of Canada Company, True Patriot Love, The Vimy Foundation, Oakville Memorial Hospital, his local Conservative Party of Canada Riding Association, and the OPCP

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Areas of expertise

Education & qualifications

  • Certified Financial Planner, FP Canada (2010)
  • Certified Management Accountant, The Society of Management Accountants of Ontario (1988)
  • Chartered Professional Accountant, Institute of Chartered Accountants of Ontario (1985)
  • Bachelor of Commerce (Honours), Carleton University, Finance & Accounting (1982)