Mark Therriault
Partner and Financial Advisor @Nicola Wealth
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WORK HISTORY
Partner and Financial Advisor @Nicola Wealth
Vancouver, BC, CA
Started the Toronto office and currently oversee a team of advisors responsible for reviewing each of our clients’ unique situations and helping them design the right financial plan to secure their future.Serve as trusted advisor to clients, providing exceptional hands-on service for entrepreneurs, business owners and ultra-high net worth individuals. Investment strategies include:• tax planning• estate planning• wills• asset allocation and investments• home buyingServe on the Marketing Committee and help set the future vision of the firm, with a special focus on estate and will planning. Specialize in helping philanthropic clients who have sold their businesses transition to a holistic plan that brings together strategic tax planning and annual giving to more effectively create legacies within their families and give in perpetuity.As a member of the NWM Gives Back Charity Committee, drive the company’s philanthropic efforts and play a key role in shaping and carrying out the firm’s vision with a result in giving increasing from yearly to over $1M.
EDUCATION
University of Calgary
Bachelor of Arts - BA
ABOUT MARK THERRIAULT
When you’re a business owner, taking care of yourself is usually the last thing on your list. I know that first hand, which is why I’m dedicated to helping successful entrepreneurs and high net worth families prioritize and effectively manage all of their financial needs. My clients know how much I care about building personal relationships so I can understand their life goals and help them achieve them. Caring about my clients is the essence of my work. Every entrepreneur must overcome significant challenges to build their business—and I’ve experienced my share of challenges in my own life. Raised by a single father, I’m the first to speak openly about how I overcame tough circumstances. But those hardships also forged the work ethic that made me the person I am today. My experience comes from what I’ve learned by overcoming my own personal challenges and building an incredibly successful business, along with working with some of the most successful business leaders in Canada. This has given me the knowledge and platform needed to inspire others to go after their dreams. None of that would have been possible for me without the financial education—and steadfast support from my mentors along the way who encouraged my journey. And that’s why I’m so passionate now about using my platform to give others confidence and financial security at different stages in their life, motivating them to: • set smart financial goals that enable them to pursue their own dreams, and are aligned with their life purpose • gain a deeper understanding of their financial picture- putting all the pieces together holistically • achieve a level of success that allows them to give back to causes and people they care about most So much of our work is about leaving a legacy, and there’s none greater for me than being able to give back to others. I have climbed some of the tallest mountains in the world, in places like Alaska, the Himalayas, and Africa, all the while raising funds for causes close to my heart, and oftentimes partnering with my clients, and Nicola Wealth. These are experiences that are life-changing, and although I often find myself asking myself why I am putting myself through this suffering when I am on these mountains, it’s because I always push myself a little further than I thought possible, and that carries on to everything I do in my life. Specialties: client relationships | financial education | annual giving | strategic planning
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