About Nicholas Hui

Although I have clients all across Canada, I am based in Markham, Ontario where I live with my wife and three children. I spend most of my evenings supporting my daughter’s soccer team and I am currently serving as a Board Member and Treasurer of Unionville Milliken Soccer Club. We are big sports fans and have season tickets to both the Raptors and the Blue Jays. Having been born and raised in Vancouver, I cannot cheer for the Maple Leafs and continue to root for the Vancouver Canucks!

I am a CFP® (Certified Financial Planner®) and hold the TEP (Trust and Estate Practitioner) designation. I also am a Professional Engineer of Ontario and graduated with an MBA from the Ivey School of Business (University of Western Ontario).

I am a MoneySense Qualified Advisor (see link). You can also find me listed on FP Canada’s “Find a Planner” directory and in the Advice-Only Planner Directory as a founding member of the Financial Planning Association of Canada (FPAC)

objective, unbiased

As an Advice-Only Planner, I do not sell investment or insurance products or intake your money to invest; That means my advice is tailored to your needs, your situation, and your best interests.

holistic perspective

Your finances affect all areas of your life. I build customized financial plans to include budgeting, investments, retirement planning, insurance and estate planning. I will guide you through a customized financial planning process.

WHAT IS VA/VE?

With over 14 years of experience in the automotive manufacturing industry as an engineer, I implemented Value Analysis/Value Engineering (VA/VE) programs to reduce costs and increase efficiency for manufacturers. I now bring the same approach towards financial planning to help families and individuals organize and optimize their financial lives.