Nick Giovannetti, CFP® CLU® - DFSIN

Categories

FINANCE & INSURANCE - Financial PlannerFINANCE & INSURANCE - Financial/Insurance ServicesFINANCE & INSURANCE - Investment Management

About Us

Imagine a hand-stitched wealth strategy, curated and designed specifically for you, your family and your business!

Our ideal clients are Business Owners, Entrepreneurs, Real Estate Developers, Builders, Investors, Medical Professionals and Executives.

Our specialties include Personal Pension Plans and sophisticated wealth strategies like the Family Bank Principal.

Nick is a father, a golf enthusiast, and a musician (drums).

Nick currently holds the Certified Financial Planner®, Chartered Life Underwriter®, Certified Health Insurance Specialist™ and Certified Cash Flow Specialist™ Designations. Nick is licensed for life and health insurance in the Provinces of Ontario and Nova Scotia. Nick is partnered with Desjardins Financial Security Independent Network.

Rep/Contact Info

Card image cap
Nick Giovannetti CFP, CLU, CHS, CCS
Certified Financial Planner®

Stay Connected

Subscribe to our weekly e-newsletter and receive important updates on Halifax Chamber events, Member benefits and advocacy news.

Growth in 2022