Having my roots here in the city of London, and having 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
- Commuted Value Pension Arrangements & Decisions
- Saving to Buy a Home
- Investing Proceeds From Sales of Property
- Marital Separations & Settlements
- Education Savings Plans
- Estate Considerations
And Much More!
Currently, I live close to downtown London with my amazing partner Meghan. We enjoy getting out to patios and concerts, going camping, and spending time with our families that both have roots here in London.
Personally, I have an athletic background which led me to a collegiate NCAA Hockey career in both Wisconsin & 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
- Retirement Savings Strategies
- Wealth Strategies
- Business Owner Considerations
- Intergenerational Planning
- Estate & Legacy Strategies
- Employee Stock Options
My Personal Interests
- Health & Nutrition
Office Address#6-1329 Fuller St.
London, ON N5Y 4R1 opens in a new window
Phone NumberNicholas J Erb at (519) 451-4655
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