Nikki Mahy, CFP

Nikki Mahy, CFP Nikki Mahy, Investment Advisor, BMO Nesbitt Burns Inc. Nikki Mahy, Investment Advisor, BMO Nesbitt Burns

06/03/2026

Do you own a family vacation property with plans to pass down ownership and enjoyment to the next generation? These succession planning strategies and other considerations will help ensure a smooth transition. Learn more: http://spr.ly/6002B8n0ar

Being named an executor is often seen as an honour, but many people underestimate how complex, time consuming, and perso...
05/27/2026

Being named an executor is often seen as an honour, but many people underestimate how complex, time consuming, and personally risky the role has become.

Kirk O’Brien, Director, Wealth & Tax Planning with BMO Wealth Planning and Tony Yu, Vice-President & Regional Director, Trust, Western Canada at BMO Private Wealth take a closer look at what executors are really signing up for — and the personal liability they may face if something goes wrong.

Learn more: http://spr.ly/6000BBA3Q2

Celebrating a true Vancouver Island tradition 🥍Over Mother’s Day weekend, I had the honour of supporting the Nanaimo Dis...
05/19/2026

Celebrating a true Vancouver Island tradition 🥍

Over Mother’s Day weekend, I had the honour of supporting the Nanaimo District Lacrosse Association as they hosted the Tim White Lacrosse Tournament, marking an incredible milestone — 45 years of community, competition, and commitment to youth lacrosse.

From the players and families to the volunteers and dedicated sponsors, this tournament continues to bring people together and showcase the very best of our lacrosse community. Teams travelled from across Vancouver Island and the Lower Mainland, with the added bonus of three teams joining from Alberta — a true testament to the tournament’s legacy and reach.

A special shout-out to Elder, CPA, whose continued support of officiating helps make events like this possible. Champions both on and off the floor make a lasting difference for local sport and youth development.

Here’s to 45 years strong — and many more to come! 🥍💙

🥍

Grateful to have attended the Fidelity Impact Conference in Victoria on May 12.An inspiring day centered on thoughtful c...
05/14/2026

Grateful to have attended the Fidelity Impact Conference in Victoria on May 12.
An inspiring day centered on thoughtful conversations about investing with purpose, long‑term outcomes, and the evolving role we play in supporting clients and communities.
Always valuable to connect with industry peers, hear diverse perspectives, and take away insights that help shape more meaningful financial planning conversations. Thank you to Fidelity for bringing people together to spark ideas and impact.

05/13/2026

Study after study shows that women tend to be cautious, long term investors. But when it comes to estate and transition planning, many are quietly taking on unnecessary risk.

Elizabeth Bozek, Director of Estate Planning at BMO Private Wealth, looks at why only about a third of women business owners have a detailed transition plan in place and what steps they can take now to avoid far bigger problems later. Learn more: http://spr.ly/6002BBsBPa

Geopolitical tensions involving Iran and the Middle East conflict are still present and physical disruptions to energy m...
05/06/2026

Geopolitical tensions involving Iran and the Middle East conflict are still present and physical disruptions to energy markets remain.

As part of a continuing effort to help clients navigate geopolitical tensions, BMO will present a bank-wide digital event, “Middle East Conflict: Reading Market Signals About Risks,” with BMO experts Mike Miranda, Randy Ollenberger, Doug Porter and Katherine Krantz.

Register to hear the discussion that will center on market signals, cross asset linkages, and what financial conditions are telling us about growth, risk appetite, and resilience: http://spr.ly/6000BBrA1G

Your degree opened doors, now it’s time to build the financial confidence to walk through them.From managing student deb...
04/29/2026

Your degree opened doors, now it’s time to build the financial confidence to walk through them.

From managing student debt to building credit and starting your savings journey, the financial habits you form now can shape your confidence and opportunities for years to come.

Read the full checklist to help you start strong: http://spr.ly/6000BBM4Mr

Sometimes it’s not about the work, t’s about showing up for the community.On April 18, my colleague Cummings and I had ...
04/24/2026

Sometimes it’s not about the work, t’s about showing up for the community.
On April 18, my colleague Cummings and I had the honour of attending the Oceanside Sharks JRB2 Lacrosse home opener, which paid tribute to a teammate whose life was tragically cut short last fall.
The arena was filled with an incredible show of support for the player’s family, friends, and teammates. It was a powerful reminder of the strength of community and the importance of standing together.
Grateful to have been a small part of such a meaningful evening.

Wishing everyone a happy Earth Day!
04/22/2026

Wishing everyone a happy Earth Day!

Regularly reviewing your transactions is one of the simplest ways to help protect yourself from fraud. Take a moment to ...
04/16/2026

Regularly reviewing your transactions is one of the simplest ways to help protect yourself from fraud. Take a moment to check your bank statements and confirm that every transaction is legitimate.

Find more security tips here: spr.ly/61105B6ofZ1

Address

1533 Esteven Road
Nanaimo, BC
V9R3V1

Telephone

+12502442118

Website

Alerts

Be the first to know and let us send you an email when Nikki Mahy, CFP posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category