Nick Parnell, CFP®
Certified Financial Planner™ Investment Representative
Nick was born and raised in Greater Vancouver. After completing his university education at the University of British Columbia, Nick started his career in financial services with Freedom 55 Financial in 2010. Nick holds his Certified Financial Planner™ (CFP®) designation, the gold standard in the field of financial planning (learn more here). Nick volunteers currently with the Greater Vancouver chapter of Advocis, The Financial Advisors Association of Canada and is current President. In the past, Nick has provided his services as a subject matter expert for the Canadian Insurance Services Regulatory Organizations, has served as a panelist at multiple conferences, has volunteered as a coach with a community track and field club, as well as the Rotary Club of Tsawwassen.
For more about Nick, check out his LinkedIn profile by clicking here.
I understand your goals and dreams are as individual as you are.
Whether you’re starting a new family, preparing for retirement, or running a business, I will work with you or your business to build the financial security plan that best fits your needs.
I will work with you to create a customized plan that helps you manage risk and brings your goals within reach through an integrated planning process.
After evaluating your needs, investment comfort level and life stage, I will recommend those products and services that best help you achieve these goals.
Through comprehensive analysis, in-depth market research and the support of a team of highly-qualified tax and product specialists, I will help you make sense of your options.