NICOLE KREMER, CGA, CIM
RBC Dominion Securities
Academic credentials as a certified general accountant and experience working in various different industries gives Nicole Kremer the edge she needs as an investment advisor for RBC Dominion Securities. It’s her desire to manage her client’s portfolios through a consultative
approach. Ultimately, she says, “I help them design their own solution according to their needs and comfort level. Their satisfaction is also gratifying and has helped me build a solid client
base through referrals.”
In her capacity as an investment advisor, Nicole can be you most important financially, providing a vital link between you and the world of investments. Her service begins by helping you formulate your investment objectives based on the degree of risk that you are willing to accept and the return expectations which you have in an investment policy statement. Once these objectives have been established, Nicole uses her own experience and the resources of her firm to help you identify the strategies that are most appropriate for you to consider.
An ongoing consulting relationship is developed between you and Nicole as she provides quarterly reviews of your account according to your needs. She serves her clients by trying to achieve a balance between ensuring a maximum return on investment without jeopardizing their peace of mind, the latter being a threshold that varies from one individual to another. Nicole’s clients include individual investors, corporate-retirement funds and other institutional accounts.