Skip to main content


Nicole taylor

Wealth Advisor,
Dealing Representative
Edmonton, Alberta


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.


Connect on LinkedIn   Download v-card

Thank you for your message. Someone from our team will be in touch. Loading animation
Your Details

Get in touch

For security purposes, do not include any personal information such as account numbers, addresses, or social insurance numbers in your message.