Nicole M. Deters

Financial Services Professional @Harbourfront Wealth Management

Courtenay, BC, CA
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

Jan 2019 — Present

Financial Services Professional @Harbourfront Wealth Management

View department →

ABOUT NICOLE M. DETERS

We choose securities to invest in based on the underlying businesses\' strength, competitive advantage, and management team\'s track record. By investing in companies that provide products and services that people need, we benefit from their long-term productivity and achieve better results for our clients.In addition to capital appreciation, we view income as another form of profit and an essential part of our clients\' risk management plans. Tax-efficient income-based investing can reduce overall volatility while returning the initial capital investment over time. I have been working in the financial services industry since 1992 and have gained expertise in various areas such as tax planning, business succession planning, risk management, pension style asset management and philanthropic work. I\'ve established an \"exclusive to wealth clients\" income tax preparation company, Valley Tax Services (separate and apart from my role as a Senior Investment Advisor at Harbourfront Wealth) which provides clients with the peace of mind that accurate accounting of employed tax strategies are executed. If you would like to learn more about receiving personalized guidance on maximizing your wealth and securing your financial future, book a 15-minute introductory call today: https://calendly.com/gilmandetersThe views and opinions expressed on social media pages are those of the author and do not necessarily reflect the views of Harbourfront Wealth Management Inc. While every effort has been made to ensure the information shared is accurate and current, no representation or warranty, express or implied, is made as to its completeness or correctness. This content is provided for informational purposes only and should not be construed as investment advice or a recommendation to buy or sell any security. Past performance is not indicative of future results. We accept no liability for any loss or damage arising from reliance on the information contained herein. Please consult with a qualified investment professional before making any financial decisions.Privacy & Security Notice: Social media networks are not affiliated with Harbourfront Wealth Management Inc, and Harbourfront Wealth Management Inc. is not responsible for the privacy or security policies of these platforms. Harbourfront Wealth Management Inc. is not responsible for any advertisements, recommendations, or other content displayed by third-party social media platforms.

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.