About Us

As a Certified Financial Planner®, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.

Nick Mastronardi, CFP®, CEBS

Certified Financial Planner® professional
Financial Advisor

Nick Mastronardi has over 35 years of experience working in the insurance/financial services industry. A Certified Financial Planner (CFP) designate, Nick will listen to your dreams, goals and ambitions to create a customized and unique plan to meet your objectives.

As a Certified Employee Benefits Specialist degree holder Nick takes notice of what business owners needs are in the protection of their most valuable assets, their employees. Nick creates unique benefit and pension plan solutions to meet business owners' management objectives.

As one of the founding owners of this agency, Nick's experience and his commitment to service has earned him the utmost respect and trust from his clients. His experience in estate planning, life insurance, RRSP's and Group Benefit/Retirement plans allow him to look after his clients' total needs and offer solutions which are tailored to each individual person.

Feel free to give Nick a call or email him with your personal financial needs and he will be glad to sit down and discuss options for your individual circumstances.