Michael Nichols
President @Compass Private Wealth
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WORK HISTORY
President @Compass Private Wealth
Guelph, ON, CA
EDUCATION
York University
Bachelor of Business Administration (B.B.A.) CMA, CPA,EPC,FFP, CLU,CIM
ABOUT MICHAEL NICHOLS
For over 20 years, I have helped high net worth clients in the Guelph/Waterloo/Cambridge area coordinate the financial planning process and implement a series of strategies that will help them towards a financially secure future. As a portfolio manager, I oversee discretionary trading, providing clients with a personalized portfolio. I hold the following designations: Chartered Professional Accountant (CPA), Certified Management Accountant (CMA), Elder Planning Counselor (EPC), Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Chartered Investment Manager (CIM). I am passionate about helping people. In my spare time, I sit on numerous boards for organizations and charities, as well as a college and hospital foundation.
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