Nicole’s prior roles in the investment industry were at Raymond James Ltd. and BMO Nesbitt Burns where she worked as an investment advisor managing portfolios, maximizing tax savings and creating customized retirement structures. Nicole is passionate about connecting with her clients, with whom she works closely to understand their unique needs and circumstances, as she helps them towards achieving their long-term financial goals.
Previously, Nicole studied criminology, criminal justice, and psychology. She holds the Certificate in Advanced Investment Advice and Advanced Investment Strategies from the Canadian Securities Institute.
Nicole has spent time as a recreation volunteer at St. Joseph’s Auxiliary Hospital in Edmonton and was a patient care volunteer at Rosedale Hospice in Calgary for four years. In her spare time, Nicole enjoys reading and fitness activities.