Nick Fallon's Location
Whitby, ON, CA
Nick Fallon's Work
- Senior Financial Planning Advisor @ CI Assante Wealth Management
- Foreign Exchange Specialist @ CIBC Capital Markets
Nick Fallon's Education
- McMaster University
Bachelor of Arts - BA
- CFA Institute
CFA Designation (Investment analysis and portfolio management)
Nick Fallon's Skills
- Wealth Management
- Estate Planning
- Strategic Financial Planning
- Tax
- Insurance
- Financial Analysis
- Project Management
- Microsoft Office
- Customer Service
- Management
Nick Fallon's Summary
Nick Fallon, based in Whitby, ON, CA, is currently a Senior Financial Planning Advisor at Assante Capital Management Ltd., bringing experience from previous roles at CIBC World Markets. Nick Fallon holds a Bachelor of Arts - BA @ McMaster University. With a robust skill set that includes Wealth Management, Estate Planning, Strategic Financial Planning, Tax, Insurance and more, Nick Fallon contributes valuable insights to the industry. Nick Fallon has 1 email on RocketReach.
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