Investment Strategy
Our investment approach seeks to deliver superior long term risk adjusted returns driven by cash flow generation with an underlying focus on wealth preservation. Our investment strategy focuses on building tax efficient portfolios that generate consistent cash flow from a combination of fixed income and equity investments with a focus on investments that generate consistent and growing income streams.
Products & Services
We provide customized investment portfolio management that considers your personal objectives, cash flow requirements, time horizon and risk profile to protect, preserve and grow your capital.
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
Specialty Financial Services:
- Complex cash management solutions
- Hedging and monetization strategies
- Structured and guaranteed investments
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
