Evidence excerpts are drawn from stored public Assante advisor pages and are shown with their source links.
Financial Advisor
Nick Graham is a Financial Advisor working for Assante Capital Management Ltd. Nick joined Assante after a decade working at some Canada’s largest financial firms. Taking on increasingly senior roles throughout his career in operations, sales, management and financial planning allowed him to gain a unique and comprehensive view of the industry and the client-advisor relationship. With this background, and a vision for operating a financial advisory practice that delivers transparent, valuable advice to clients, Nick and Dave partnered in 2018 to create Graham Sorichetti Wealth Planners at Assante Capital Management Ltd. Nick is a Chartered Investment Manager® and Certified Financial Planner® professional, and is excited to provide clients in the Durham Region and the GTA comprehensive and valuable wealth planning, investment and financial advice for years to come. When not at the office, Nick enjoys spending time with his wife, son & daughter, and their dog at home in Whitby. In his free time Nick enjoys cooking, trail running, snowboarding and doing a lot of reading.
View published source ↗Approach
In order to execute on our philosophy, we focus on Client Relationships, our unique Investment Process, and understanding the dynamic financial landscape we all exist within. When these factors combine, our approach delivers valuable advice to our clients. Client Relationship We work for our Clients. Our relationship with Clients must be transparent, honest and built on trust. We build trust, and deliver transparency by: Investment Process When we meet, we will go into detail on our investment process and how clients benefit from our expertise. Our investment process focuses on: Dynamic Landscape Human beings and the financial markets have common ground: both have constantly changing variables. This poses unique challenges to both Advisors and Investors; you need an Advisor who confronts and adapts to change on your behalf. We do this through: Explaining concepts & recommendations in a way that you understand it Making sure you understand all the costs of investing Making sure you understand how we are paid as your advisor Educating clients about the “why” and “how,” not just the “what” Providing comprehensive – not one-dimensional – financial advice Having open and honest two-way communication, addressing concerns and questions Understanding you as a unique Client – your goals and concerns Providing objective, independent analysis of investments and strategies Continuing research and scenario analysis of market events and potential outcomes Understanding market forces and potential impacts to your plan & strategy Ongoing feedback loop and review of strategies and recommendations to make sure they remain suitable for you Understanding that dynamic markets call for dynamic strategies
View published source ↗Philosophy
Our Philosophy: We believe that Investors deserve transparent, valuable & comprehensive financial advice (delivered in a way that they understand) that helps grow and preserve their net worth. Investments, wealth planning and financial advice can be confusing. Our experience in the financial services industry has shown us that generally, this is by design , so that investors don’t question the advice given. We aim to break that mould and deliver transparent advice that provides real value to clients, encouraging questions and educating our clients along the way. We joined CI Assante Wealth Management to be able execute on this philosophy, and deliver an impeccable level of service and value to individual investors, families and corporations.
View published source ↗Approach
Continuing Professional Education – always improving our skillset, knowledge and understanding of the industry and marketplace to better serve clients’ needs Consume research and analysis from many sources to access differing viewpoints and opinions Taking a multi-faceted approach with Clients – strategies and recommendations factor in many dimensions of your personal situation Understanding the changing client scenario – communication and Client-Advisor dialogue allows for comprehensive planning and advice We discuss a range of financial topics (tax, estate, investment planning, debt planning, retirement, pension, corporate management, business transition, insurance, etc.) and how they may impact your plan and goals
View published source ↗Our Clients Have Four Things in Common:
If you relate to one or more of these ideals, contact us. We grow and maintain our client relationships by being Transparent in our relationships – regarding recommendations, fees & costs, performance and our compensation. We have nothing to hide and we work for our clients. In our conversations with new and potential clients, we continue to find that investors are fed up with confusing explanations, hidden costs and poorly explained strategies. Clients use our services because they understand and appreciate the value of Professional Advice . If you are sick, you go to a qualified doctor. If you need dental work, you go to a qualified dentist. If you need financial advice, you seek a qualified financial advisor. Hiring a qualified professional advisor should simplify and improve your financial well-being. Let us explain our value to you. Whether you are fed up with mediocre advice and are looking for better value, are wondering whether you have room for improvement in your financial situation, or are looking for unbiased opinions and strategies across a range of financial topics, we can help you improve your F inancial Well Being . All investors want to “make money” when they invest. Most investors, and advisors, typically forget that you can’t enjoy what you don’t keep! Preserving what you have accumulated and earned is critical. Managing risk and using strategies to grow , and ultimately preserve capital, is where a financial advisor delivers true value. At Assante, we simplify your life by meeting all of your wealth management needs in one place. They Seek Transparency. They Value Professional Advice. They Value Their Financial Well Being. They Are Focused on Growing & Preserving Their Net Worth.
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