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Nick Aristeo

Nicholas P. Aristeo,

CIM® Senior Portfolio Manager

Nick is a senior Portfolio Manager and a partner of MBA Wealth Management. Nick focuses on working with individuals and families to align their tailored portfolios to their long-term personalized financial plans. Nick has a long track record and expertise working alongside and guiding individuals and families to their unique, and sometimes, changing goals. As a fiduciary, he has a duty to place our clients’ interests first.

Nick was exposed to many different cultures from a young age. His family followed his father’s career trajectory as an engineer, giving Nick the opportunity to experience a special upbringing, having lived in countries such as South Africa and Morocco before returning to Canada when he was in his early teens.

Prior to joining the firm in 2002, Nick owned and operated a school-supply distribution business while gaining his degree in International Management. Like many motivated bright minds, he began his 3Macs career on the ground floor learning all aspects of the industry while earning multiple industry designations that include Chartered Investment Manager (CIM®) and Derivatives Market Strategies. In 2009, Nick partnered with James Bowey forming The Bowey-Aristeo Group with the goals of delivering A+ service and financial success for their clients.

Nick is a dedicated member of his family and his community. Over the past 10 years and with the support of his friends, family and colleagues, he has helped raise over $500,000 for Splash and Dash (a yearly event benefitting the Montreal Children’s Hospital pediatric oncology division) where he sits on the sponsorship committee. Nick is a gifted trilingual communicator (English, French and Italian), and prides himself on being able to simplify the most complex financial concepts into layman terms.

Nick lives in Laval with his wife Maria and their two young children, Loredana and Iacobo. They spend most of their discretionary time molding their children’s young minds and bodies to take on the world! This means being an active chauffeur in between their extra-curricular activities. If there is time left, Nick enjoys playing a calming round of golf at his club, Fontainebleau.

The Chartered Investment Manager® (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements

What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.

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