Nicole assists our Consultants with portfolio analysis and modelling complex strategies for clients’ Personal Financial Analyses. Her ease with advanced mathematics and commitment to operations compliance continually prove to be an asset for our firm. Nicole’s strengths blend a strong understanding of the mutual fund industry with knowledge of Canadian banking institutions.

A Guelph native, Nicole graduated from Wilfrid Laurier University in 2011 with a Bachelor of Arts in Mathematics degree. After university, Nicole started her career in the financial services industry with a local bank before moving into the wealth management field.