Nik has been a member of the Portage Wealth team since 2014. A graduate from the Pilon School of Business, he is a licensed registered representative in both Canada and the U.S.
In his role with Portage Wealth, Nik works directly with our clients, conducting regular review meetings and carrying out the implementation of their portfolios. Nik also oversees the team's trading functions as well as the day to day operations and administrative functions to ensure smooth transitions and account maintenance.
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