About Intrepid Financial Solutions Inc.

I understand your goals and dreams are as individual as you are.

Whether you’re starting a new family, preparing for retirement, or running a business, I will work with you or your business to build the financial security plan that best fits your needs.

I will work with you to create a customized plan that helps you manage risk and brings your goals within reach through an integrated planning process.

I came into this industry to make a difference for families in need. I often saw families that had suffered undue hardship because of a lack of financial planning. I believe I can help make a positive difference in the lives of my clients by applying what I know and continuing to research new ways to build and develop financial and personal security.

Nick graduated from York University, where he received his Honours B.A and Bachelor of Education. After a short time teaching modern and ancient history in high school, Nick transitioned into finance, getting his start as a front-line advisor with one of the major banks. Spending 3 years at the bank, Nick decided to join Freedom 55 Financial, in order to engage in meaningful client interaction and in-depth financial planning. Nick found success when he started his practice with Freedom 55, leading to his being invited to be the Training Manager, responsible for developing financial advisors at the Freedom 55 office in the Canada Life building downtown.

After spending almost 2 years as the training manager, Nick has decided to join Intrepid and return to a client-facing role, in order to support Craig and expand upon the high level of customer service Intrepid is dedicated to providing.

“Being a CERTIFIED FINANCIAL PLANNER^® allows me to combine my interest in the financial industry, with my passion for education, by sharing my experience with clients and working together with them in order to achieve their desired results.”

Nick's other interests include spending time with his family, cars and motorcycles, and sports or any physical activity indoors or out!

Kate joined Intrepid Financial Solutions in 2022 as a Marketing Assistant, bringing with her a strong background in education and a passion for communication. She holds an Honours Bachelor’s degree in Interdisciplinary Studies as well as a Bachelor of Education, both of which have shaped her thoughtful and organized approach to her role. Although new to the financial services industry, Kate’s dedication, adaptability, and drive to learn have made her a valuable asset to the Intrepid team. She plays a key role in supporting the company’s advisors and clients through effective marketing initiatives and administrative support. Outside of the office, Kate enjoys spending time outdoors with her family, making the most out of every season and staying active together.

Ria has been in the finance industry since 2014, and part of the Intrepid team since 2016. She has completed the Investment Funds in Canada (IFIC) course as well as the Life License Qualification Program (LLQP), keeping her licenses up to date. Off the clock, you can catch her swinging volleyballs, obnoxiously jamming in her car, and attempting to keep up with her littles.