With over 20 years experience at RBC, Nicole's greatest joy is getting to know her clients so she that can provide holistic advice that perfectly aligns with their goals and values.
As a lifelong learner, Nicole is committed to continually enhancing her knowledge in order to provide the most up to date and relevant information to her clients. She holds a Business Administration Diploma and is fully accredited as a Financial Planner. After gaining the Personal Financial Planner (PFP) credential, she went on to earn the Certified Financial Planner (CFP) designation, known as the gold standard of financial planning. Recently she has completed the Canadian Securities Course (CSC).
Specializing in retirement income planning, estate planning, taxation, investment strategies and wealth management, Nicole's advice is tailor made to help you reach your goals. Einstein once said, "If you can't explain it simply, you don't understand it well enough." Her philosophy is to make any recommendations simple, clear and easy to implement. As your advisor, she will be there to help guide, review and make adjustments as needed, to ensure optimal efficiency.
Outside of work you can find Nicole with her family, most likely at the beach or the Wildlife Recovery Centre. She also loves walking her puppy Daisy, yoga, fishing and paddle boarding.
