Our focus

Nicol Sanchez Wealth was formed in 2018 as Nancy Nicol and John Sanchez combined their respective practices. Having worked together since 2004 as core members of the Horwood Team, it was a natural decision to formalize their Partnership to better serve their clients.

At Nicol Sanchez Wealth our focus is long-term and holistic Wealth Management for successful Canadians and their families. We believe a good financial plan is a catalyst for all other aspirations and incorporate world class investment strategies, tax minimization, long-term planning and insurance to ensure our clients maximize and protect their wealth. 

 


 

"Nancy has consistently shown a high level of expertise"

I have known Nancy Nicol for at least 15 years and have had numerous opportunities to both meet with her and discuss matters on the telephone.

Nancy has consistently shown a high level of expertise and has demonstrated a superior level of planning and organizational skills. She is skilled in explaining to her clients the myriad of documents required by regulatory officials.

Nancy is a pleasant person who consistently demonstrates a calm logical demeanor in responding to requests for information, notwithstanding the unreasonableness of the timing of the request.

Nancy has shown a very strong knowledge of investment products and advises clients on a proactive basis.

I would not hesitate to recommend Nancy to any potential client as I am confident in her ability to identify the needs of the client and to communicate in a confident, open, yet discreet manner.

"I have not worked with a group more professional."

Having been in the business for over 25 years, I have not worked with a group more professional. In particular John Sanchez has been a tremendous asset.

With respect to my personal wealth management program, John has filled the voids with efficient, strategic and cost effective advice and implementation. His knowledge in this space gives me comfort that I am taking the right steps to a well-rounded financial plan.

John has also helped me make the right investments, and more importantly avoid the wrong ones. His access to substantial deal flow can be daunting at times, but his ability to navigate and sift through the presentations and statistics proves invaluable.

I look forward to the future knowing that I am in good hands, and will be kept at the forefront of  change.
 

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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

December 2018
2018 year-end tax planning checklist
Maximize your 2018 tax-year planning with our helpful checklist – all the dates and strategies you need as we head into the final stretch of the 2018 tax year.

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Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

14 January 2019
Oh Canada
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7 January 2019
How cheap it is
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