Troy Redick is an Insurance Advisor with NBF Financial Services Inc,
and in this role he collaborates with Wealth Advisors and Portfolio
Managers to provide advice to their clients about insuring against
risks such as premature death, disability, critical illness, or
long-term care needs, as well as exploring tax-efficient personal and
corporate estate planning strategies.
Insurance advice is part of our comprehensive wealth advice
offering, and in order to better advise clients, Troy collaborates
with related planning professionals such as Certified Financial
Planners and Estate Planning lawyers, to truly understand client
financial and family situations, goals and concerns, and provide
context and information to help clients make informed decisions that
can protect or better their lives in ways that matter to them.
Troy Redick is a Certified Financial Planner and Chartered
Investment Manager who began his career in 2010, and prior to his
current role, Troy held the position of Senior Manager - Wealth
Management Solutions Group for NBFWM’s Ontario and Atlantic regions,
where he drew upon his prior experience as an advisor to assist NBF
advisors with practice management, business development, and client engagement.