Financial Health Partners is a wealth management practice ready to help you meet all your finance goals. We pride ourselves in crafting custom financial plans and finding wealth management solutions that are unique to our individual clients’ needs.
In life, we never know what’s next. Accidents, illness, and financial insecurity can occur when you least expect it. That’s why we’re passionate about helping others achieve their goals while safeguarding their future.
What is Financial Health?
Financial health is a term that describes the state of one’s personal financial situation: the amount of savings, how much is set aside for retirement, plus the amount of income spent on fixed and non-discretionary expenses.
Most important, we want to help nurture your financial health. We can help you achieve this by building an emergency fund, safeguarding your family, lowering your debts and preparing for retirement.
Why Financial Health Partners?
Our balanced approach charts you on a successful course towards true financial health and freedom. FHP balances every pillar in your life, specifically your drives, passion and family. Before actioning a plan, we review engagement objectives and expectations with full transparency.
Our unmatched expertise of financial health and proven, result-driven approach sets us apart. FHP’s growing team of finance experts cover all areas of personal wealth to ensure you attain perpetual financial growth.
Financial health is a term that describes the state of one’s personal financial situation–their amount of savings, how much you are setting aside from retire- ment, and the amount of your income spent on fixed and non-discretionary expenses.
Most importantly, we want to help nurture your financial health. We can help you achieve this by building an emergency fund, safeguarding your family, lowering your debts and preparing for retirement.
Our balanced approach charts you on a successful course towards true financial health and freedom. FHP balances every pillar in your life, specifically your drives, passion and family. Before actioning a plan, we review engagement objectives and expectations with full transparency.
Our unmatched expertise of financial health and proven, result-driven approach sets us apart. FHP’s growing team of finance experts cover all areas of personal wealth to ensure you attain perpetual financial growth.
Founder of Financial Health Partners (FHP), Nic has over 25 years of experience in the financial services industry. Passionate about what he does, he works with mature hardworking Canadians to achieve financial health so that they can put into action their life goals and create their best story. He also understands that financial health means different things to different people, so the key in his signature process is to first understand your destination and then partner with you to navigate the way. Using his Balanced Approach philosophy, Nic will help clients look to explore the following areas of protection, wealth management, tax and estate planning and retirement planning. Nic has deep roots in the Ottawa area and comes with an Honour’s degree in Commerce with a major in Finance and Marketing from the University of Ottawa. An active person who loves the outdoors, when he is not in the office, Nic enjoys alpine skiing, cycling, mountain biking, and boating as well as experiencing different cultures through travel and adventure.
Any activity in relation to my title as Partner of Financial Health Partners is related to my insurance business only and is not the business of/or under the supervision of Quadrus Investment Services Ltd.
Don joined the Financial Health Partners team in 2018 and has been dedicated to helping clients achieve their personal wealth goals ever since. He holds a degree in Economics and English from Sungkyunkwan
University in South Korea, where his journey in finance began. Since joining FHP, Don has worked closely with Nic to connect clients with tailored financial solutions designed to support their long-term success. He is a Certified Financial Planner (CFP) in Canada and holds licenses in both mutual funds and life insurance.
Outside of the office, Don enjoys running Ottawa’s trails, going to the gym, playing the piano, and spending quality time with his family around the city.
Ryan has been a member of the Financial Health Partners team since 2021. He joined after spending over a decade in the financial services industry, working with companies like Freedom 55 Financial. A University of Waterloo graduate, Ryan holds a Bachelors in Sociology and is currently working towards a Certified Financial Planner (CFP) designation. When he’s not helping clients find custom financial solutions, he can be found travelling and spending time with his growing family.
As a dynamic addition to Financial Health Partners (FHP) in early 2024, Zach brings a unique blend of skills and experience to the team. With a Bachelor of Arts in Philosophy, as well as experience as a healthcare provider and administrator, he emphasizes honest communication to foster meaningful relationships. Collaborating closely with the team and clients, Zach leverages his empathetic approach and strong administrative abilities to support critical office operations at FHP. Beyond work, he finds joy spending time with his family and embracing many varied interests including playing video games, long distance running, and playing music. Zach’s enthusiasm, passion for learning, and dedication to uplifting others positions him to contribute to FHP’s continued growth and success.
Introducing Stella, the delightful Australian Labradoodle who stole hearts from the moment she entered the world on May 21, 2023, in the charming city of Kingston. Bred with love and care at the renowned Teddy Bear Labradoodles, Stella's journey began in a haven where each pup is nurtured into a perfect blend of charm and intelligence.
From her earliest days, Stella exhibited an irresistible charm that quickly earned her a special place in the hearts of all who met her. With her fluffy coat, soulful eyes, and a wagging tail that never seems to stop, she embodies the essence of joy and warmth.
Stella's boundless affection and playful spirit make her the perfect companion for anyone seeking a furry friend to brighten their days. Her gentle nature and intuitive understanding of human emotions make her an exceptional therapy dog, bringing comfort and smiles wherever she goes.
As the beloved mascot of Financial Health Partners, Stella embodies the values of loyalty, trust, and companionship. With her presence, she reminds everyone to approach life with a spirit of joy and unconditional love.
Whether she's charming clients with her adorable antics or simply spreading happiness with her contagious enthusiasm, Stella is more than just a pet – she's a cherished member of the Financial Health Partners family, bringing warmth and cheer to all who have the pleasure of knowing her.
Our approach to wealth management is guided by strong core values, to ensure we always provide the best service.
Insurance products, including segregated fund policies, are offered through Financial Health Partners Inc., and Investment Representatives Nicolas Anstis offers mutual funds and referral arrangements through Quadrus Investment Services Ltd.
Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.
Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.
