Timothy P. McNicholas
- Biography:
My business partner Tom Reber and I manage client's financial affairs; each client relationship tells a story.
A retired surgeon, his daughter (who runs a busy medical practice) and her sons. A recent widower who has not faced the challenges of managing financial affairs before. A divorcee facing the most traumatic transition of her life. A business owner or busy Professional who simply says "I work hard making a success out of my business, I need someone I trust to look after my hard earned money".
These clients of ours all have unique needs but have one thing in common. They entrust their financial affairs, not just their investments, to a firm with a storied 160-year history and to individuals who they trust, and who have no limits on the level of personal service they provide. Prudence and capital preservation first - prosperity follows.
Our combination of skills sets us apart. Our backgrounds include running corporate finance units of International Banks, teaching corporate finance, math and entrepreneurial finance. Degrees in Business, Engineering, Psychology (especially helpful in this business), and International Finance. Twenty years plus of combined experience in the investment business. We enjoy the personal relationships we develop, and get great satisfaction helping people succeed with their personal finances.
Full Service? We manage portfolios. We assist with taxes, estate planning and settlement, financial planning, business and property disposition. We have even tutored husbands, wives, sons and daughters in the math and terminology of investing.
Communication is the key to choosing an advisor. Please call or email either one of us, let's start a conversation.
Timothy McNicholas tmcnicholas@3macs.com 416-597-7900
