
Find your financial starting point
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Learn MoreHaving travelled and lived all over North America, I thoroughly enjoy working with clients from my community. However, with the ease of access provided by technology these days, I have been fortunate enough to serve clients from all over Canada.
My goal in my practice is to establish meaningful relationships with my clients to understand what is most important to them, and implement a strategy that is built with a tailored solution in mind to help achieve financial goals.
I find that life's changes drive conversations around finances, and often times that is where I can help most. Some examples include:
- Retirement Strategies
- Intergenerational Wealth Transfer
- Commuted Value Pension Arrangements & Decisions
- Investing Proceeds From Sales of Property
- Marital Separations & Settlements
- Education Savings Plans
- Estate Considerations
And Much More!
Me and my amazing Fiancé Meghan enjoy getting out to patios and concerts, Day trips to the beach in Goderich, going camping all over Huron County and along the Maitland River, and spending time with our families. Our family's are primarily based from the Goderich, Zurich, Bayfield and London area's.
Personally, I have an athletic background which led me to a collegiate NCAA Hockey career in both Wisconsin and Michigan. I also enjoy playing golf, Slo-Pitch, fishing and playing the odd open mic night with my acoustic.
I look forward to connecting with you for a proper introduction and discussion. I thoroughly enjoy meeting new people so please don't hesitate to reach out and get started with a conversation. I hope to hear from you soon.
- Nicholas J. Erb
Weekday | Availability |
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Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn MoreNeed help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quizWe use an established process to help you reach your goals.
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