Mark Therriault is making his debut on the Top 50 Advisors list this year. Therriault was drawn to the profession 15 years ago by the opportunity to work with interesting clients and their families; today, as a director at Nicola Wealth, he is responsible for creating wealth transition and succession plans for those clients.
Providing peace of mind has been crucial to Therriault during COVID-19 – he ensured clients were being contacted as often as possible so they knew their investment strategies could withstand the crisis. Beyond that, his team shifted portfolios and adapted strategies as needed to capitalize on opportunities created by the pandemic.
"My focus this year is to build out a model that all advisors at our firm can use to ensure our clients have all their tax and estate planning covered, along with strong portfolios positioned well for the upcoming market fluctuations and inflation,” Therriault says.