Nick Giovannetti
Hi, I'm Nick, and I'm a Certified Financial Planner® with a full Integrated Wealth Planning Team. My approach to financial planning centers around a deep understanding of clients' goals and objectives, fostering long-term relationships built on trust and transparency.
We are passionate about Integrated Wealth Planning
As a renowned Pension Solutions Expert and Integrated Wealth Planner, Nick boasts an extensive background in providing bespoke financial planning solutions to a diverse clientele. His expertise has been acknowledged in esteemed publications such as the Globe & Mail and Insurance Journal, further solidifying his position as a trusted industry thought leader.
Nick is frequently sought after to share his insights as a keynote speaker at major industry events, and holds multiple prestigious designations: Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), Certified Health Insurance Specialist (CHS®), and Certified Cash Flow Specialist™ (CCS).
What we do
Services
- Fee-Based Financial Planning
- Full service Integrated Wealth Planning
- Pay as you go
- Life & Health Insurance
- Portfolio Management Partnerships
- Pension Solutions & Consulting
Who we serve
- Accountants
- Lawyers
- Licensed Financial Professionals & Institutions
- Business Owners & Medical Professionals
- Real Estate Investors
- Executives & Athletes
Financial planning and growing your wealth should be easy.
Start your financial plan right now on your laptop or tablet. We want to understand you, your unique values & goals.
Complete a brief online survey and book a complimentary 30-minute call to discuss your needs and answer any questions you have.
Updates to tax rates & benefit rates
Updates to contribution/withdrawal targets
Update retirement spending guardrails based on investment returns
Update size and timing of contributions and withdrawals
Re-evaluate timing of CPP & OAS
Email support between plan update meetings
We have an independent approach to planning and advice
As your wealth expands, so does the intricacy of your financial landscape. This escalating complexity necessitates solutions that are far from standard.
Dr. John G.
Hospital Division Lead
I place immense value on the team of professionals that support me. Nick's approach to wealth management, with its integrated planning strategy, has brought coherence and control to my financial situation.
Don H.
Professional Athlete
Handling unpredictable, high income can be stressful. Nick's invaluable assistance has effectively transformed our financial anxieties into confident financial planning.
Andrea C.
Entrepreneur
I'm a self-starter, and so is Nick. He helped me clarify my goals and craft a strategy to meet them. With Nick, it's not about products, its about strategy and solutions. Best business decision ever!
Let's Connect!
Nick Giovannetti, CFP® CLU® CHS® CCS
© 2023 Nick Giovannetti & EastCap Wealth Planning Inc.