Jeremy Nicholls

Jeremy Nicholls, CFP


Working within the financial planning industry since 1999, Jeremy brings a depth of planning experience to BlueRock’s clients. He is a Certified Financial Planner (CFP®) by background, and more recently, Jeremy worked as part of a team of industry professionals within a multi-family office which advised successful business owners and professionals.

Having a strong background in personal and corporate tax affords Jeremy the ability to better understand your unique circumstances. This enables him to more effectively work in collaboration with your legal and tax advisors in establishing recommendations designed to achieve your life goals. Jeremy has attended both the CPA Income Tax for the General Practitioner Course and the Canadian Association of Family Enterprises (“CAFE”) Family Facilitation Course.

Outside of the office, Jeremy enjoys cooking, gardening, travelling, and spending time with his wife and daughter.

Request an Appointment