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Nicholas Erb, Financial Advisor

Focus Areas

  • Retirement savings strategies
  • Wealth strategies
  • Business owner considerations
  • Intergenerational planning
  • Estate and legacy strategies
  • Employee stock options

About Nicholas

From the very start of my career, I’ve made it a priority to build genuine relationships with my clients—getting to know them on a deeper level, understanding what matters most to them, and tailoring solutions that align with their unique financial goals.

Having lived and travelled across North America, I’m especially grateful to now serve clients from my local community. That said, thanks to the power of today’s technology, I’m fortunate to work with individuals and families across Canada.

Our practice primarily supports business owners, farmers, and retirees—clients who often face complex financial needs. Addressing those complexities requires both care and specialized...

Work History

  • Edward JonesJuly 2019 to Current

Education

  • Adrian CollegeBachelor of Business Admin

Personal Interests

  • Music
  • Hockey
  • Health & Nutrition
  • Golfing
  • Fishing

Team Members

  • Kelly Egbers
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

We use an established process to help you reach your goals.

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