Director- Tax & Estate Planning
DiBrina Financial Group
Nick applies some of the most advanced thinking on tax minimization and optimization to the situations of affluent families and the owners of private corporations. As a matter of fact, he has refined it to an art.
While there are all kinds of clumsy ways to struggle against tax, Nick brings skillful and elegant approaches that surprisingly meet both the scrutiny of the Canada Revenue Agency and the desires of his clients.
Perhaps that’s why he’s a frequent speaker at the Strategy Institute, or why Talk 640 invites him to speak on “Canada’s Money Show”. But more likely it’s because he’s dedicated his entire career to understanding the advanced nuance of tax-efficiently moving wealth in Canada. Whether a client is simply dealing with large earnings, or is planning inter-generational wealth transfer, or is trying to devise a strategy that will serve as their legacy in the future, Nick is able to work with his clients’ lawyers and accountants to create reliable, measurable, and ethical approaches to tax deferral and tax optimization.
A lifelong resident of Toronto, Nick earned his Chartered Accountant designation in 1991 as well as completing the CICA In-Depth Tax program. He has gone on to also receive the unique Trust & Estate Practitioner designation and is a member of the Society of Trust & Estate Practitioners. When London Life/Great West Life originally formed its Tax & Estate Planning Group, Nick was the first person they brought on to the team. Since that time, Nick has received his Chartered Financial Planner designation and has worked with a diverse range of affluent clients to support them in achieving their goals.
Most owners of private corporations like to have a bit of a “secret weapon” on call to support them. Clients who work with DiBrina Group have access to a whole team of those “secret weapons” – Nick is one of them.