Nicholas Montecalvo

Hi, I'm Nicholas

My desire to be an advisor stems from the belief that quality investment management can have a profound impact on people’s lives. I have successfully been operating my Financial Advisory practice focusing on portfolio management, risk assessment, financial modeling, and client relationship building with a detailed oriented approach going on five years.

Starting my career in comprehensive wealth management, I learned that attention to detail, initiative and hard work were instrumental in providing my clients with the highest standard of holistic and objective advice. Being a student of the markets I am continuously developing my education and client services, to establish myself as a key advisor in the lives of my clients providing them with the confidence for a secure financial future.

October 2020 - Present

Nour Private Wealth l Oakville, ON

Wealth Advisor

Portfolio & Risk Management

• Oversee management of portfolios, execute trades, provide supportive and collaborative solutions to direct and solve any financial queries for clients.
• Organize tax efficient investment portfolios with investment policy statements to corroborate the best after-tax return based upon client’s risk tolerance resulting in significant tax savings annually.
• Monitoring of the financial market environment and risk model performance to effectively execute risk management and investment strategies that help optimize portfolio volatility metrics.
• Assist in recommending and implementing appropriate insurance coverage for clients to protect against potential financial loss, and integrated insurance into overall financial plans to meet specific goals.
• Following federal and provincial securities and insurance compliance policies and regulations to ensure compliance in all aspects of financial advising and portfolio management resulting in receiving the Best Business Ethics and Practices award for 2 consecutive years.

Data Analysis

• Supply accurate capital analysis reports, projections, financial data, and business trends to procure and optimize performance for individual clients.
• Coordinating with senior management to research the sustainability of numerous asset classes such as public and private equity, fixed income, currencies, and commodities.
• Modelling long-term strategic plans for individual clients, using data analytics to drive decision making and recommendations.

Client Communication & Servicing

• Provide upstanding, professional, and positive customer service to every client that resulted in 93% client retention rate over a 5-year period.
• Demonstrated ability to effectively communicate and explain complex financial concepts and data to non-technical prospects and clients in an easy-to-understand manner that has resulted in a healthy signing rate among new prospects.

Marketing

• Designed a fully operating website to increase exposure to prospective clients and create a greater online presence
• Published blog posts to become a center of influence for information that can benefit a wide range of readers.
• Effectively cured and managed high converting marketing campaigns for LinkedIn, Facebook, Instagram, email marketing, and cold calling to generate converting leads.

September 2018- September 2020

Nour Private Wealth l Oakville, ON

Associate Investment Advisor

• Worked closely with senior advisors and other outside professionals such as insurance brokers, accountants, and lawyers to facilitate in the growth and management of their book and increase the clients experience.
• Cold-calling was an efficient method of increasing communication skills while bringing in new business. I maintained an average of 700-800 outbound calls per day which produced 4-8 meetings booked per week.
• While working with the senior advisors I brought in over 22 million in assets through successful marketing efforts.
• Assisted in generating client and portfolio reports for advisors to increase the depth of knowledge we bring to the client during meetings.
• Performed portfolio construction, evaluation, and other individual company and fund analysis to assist the advisor in recommending securities for clients.
• Proficient in using Morningstar Advisor Workstation to generate reports, develop and maintain KYP, and create model portfolios.

Currently working towards completing Wealth Management Essentials and PFP

2020 -Completed the Conduct and Practice Handbook as well as the IATP training course

2019 - Completed the Canadian Securities Course

2018 - Graduated with a two year business administration program offered by McKeil School of Business