Nicole is an experienced financial advisor who is passionate about improving the financial literacy and situation of Canadians with a focus on women and business owners. She uses a comprehensive client-centered approach to take them from where they are to where they want to be.
Nicole is licensed in both Ontario and Manitoba.
Personal Approach - each individual is unique and so is your plan. Taking the time to get to know who you are and what is important to you.
Partnership - we work together to ensure you know and understand the Plan and fix or adjust along the way. You are not just richer, you are educated too.
Comprehensive - your Financial Plan is not a statement. It is a living, breathing thing that changes with your life and looks at all aspects of Financial Health.
A real financial plan
Can you retire early? Move from the city to the cabin? Real questions that affect your financial situation require real answers. As life changes, a real financial plan adapts with you.
The Living Market podcast with host Philip Petursson
A weekly synopsis of market themes and trendsLISTEN NOW