Nicole has over 20 years of experience in the finance industry, working with both private clients (families, trusts and private corporations) and institutions (primarily in the not-for-profit sector). She started her Wealth Management career at another major Canadian bank, later moving into the field of estate planning, where she collaborated with a multi-disciplinary team of professionals to facilitate generational and business succession planning. Driven to provide industry-leading advice and transparency, Nicole joined RBC PH&N Investment Counsel in 2015.
The epicenter of Nicole’s practice is understanding her client’s unique goals, values, and concerns, and working together to build a strategy that supports their future. Known for proactive problem-solving and attention to detail, she combines a strong foundation in financial theory with practical expertise in navigating complex market environments. Nicole values the power of a collaborative team, ensuring that clients receive reliable, timely service and the peace of mind they deserve.
A native Calgarian, Nicole enjoys an active lifestyle including fitness, skiing, tennis and martial arts. Of all her pursuits, the most fulfilling is the time that she and her husband spend keeping up with the joyful mayhem of their two young children. Nicole is a graduate of the University of Calgary and a CFA Charterholder.