Nikhil Kaul, RRA™
Wealth Management Advisor, Mortgage Agent Level 1
Wealth Management Advisor, Mortgage Agent Level 1
A member of Canfin Wealth Management, I have joined forces to provide comprehensive and integrated wealth management services to businesses and their employees, professionals and individuals.
I am licensed to offer the following services:
Canfin Wealth Management services are comprehensive because creating wealth, distributing wealth, managing and preserving wealth cannot be done in isolation. A full 360-degree perspective is required to ensure that success in one area does not conflict with another. We use an integrated approach in all our engagements because when it comes to the creation, distribution, preservation and management of wealth there are no easy answers, and may involve other highly skilled individuals to work collaboratively with us to develop custom-tailored solutions based on the unique circumstances of our clients.
To help you achieve your goals, Canfin Wealth Management only associates with financial planners, advisors and other professionals and service providers who are committed to life-long learning and professional development. All of Canfin Wealth Management's clients will always experience our "qualified approach to wealth creation, wealth preservation, wealth distribution, and management!"
As a member of Canfin Wealth Management, I am committed to these Core Values which cover these 5 principles:
1. Consistent application of our qualified approach to wealth creation, preservation, distribution and management.
2. Excellence in client service,
3. Comprehensive services through a closely linked group of expert service providers,
4. Remain Independently owned and operated, and
5. Committed to being good corporate citizens by adhering to the triple bottom line: sustainable business, environmentally friendly business, and ethical business operations to make stakeholders proud to associate with us.
Mission Statement: "To serve our clients through knowledgeable, trusted and professional advisors providing comprehensive advice, quality products, and outstanding service."
The Nikhil Kaul Advantage: Why me?
“I have spent over 20 years sitting at kitchen tables discussing financial matters with Canadians. As a golfer, a personal chef, and a pet-lover, which I enjoy as hobbies, and as a father of two kids who played hockey, figure skating and golf I got exposed to Canadian family needs and lifestyle. As an immigrant to Canada which has added an advantage to my understanding of this country since I travelled and worked in Europe /Africa /Asia and Mideast. I brought all that experience and learned more from this great nation”.
On your journey to financial well-being, I will help you plan your roadmap. And I will keep an eye on the weather radar to find the best investments and mortgage solutions for you along the way with risk management products like life and disability insurance. Products are sold only after your needs are established, as I advise you accordingly. A disciplined financial strategy is what I promote after we establish your goal setting.
You get credentialed advice, along with the best product that fits your needs without extra fees. I get paid by commission from the products you utilize as a result of the work done for you. Advice suited to your needs is my first priority. Most products do pay a commission regardless of how I am paid. The upside is that you need not pay any fees for my service. If you prefer fee for services I can refer you to another Canfin associate.
Ask for a no obligation meeting to review finances and experience a simplified and enjoyable way to discuss money matters. As they say “the human mind works like a parachute”- open it and see the difference. Once you feel you have really benefited, please do refer to others since my mission is to educate as many as I can. Help them just as I will help you. Please involve your children - the younger they get financially literate the better they will do in life.