Know your advisor: CIRO Advisor Report
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Patient. Dependable. Welcoming.
Nicola is a senior financial advisor based out of Red Deer. She has more than 20 years of industry experience and holds the Certified Financial Planner (CFP®) designation. Nicola prioritizes building a personal connection with her clients and believes a successful client/advisor relationship is open and honest, fostering flow and comfort to understand the best way to help her client's reach their individual financial success.
Start investing early with confidence
Nicola loves helping people build their portfolios by fitting in all of life's puzzle pieces to ensure you have a solid financial plan that can grow with changes that come your way through the investment journey. Some of the best financial advice she’s ever received is to begin investing as early as you can, so you can take advantage of the benefits of compounding returns. Nicola also understands the demands of the changing marketplace and often takes courses to keep her on the cutting edge of financial investment trends.
Conquering mountains and your financial goals
When she’s not working hard to meet your financial goals, Nicola can be found with her family cooking up a storm in the kitchen or on her favourite hiking trails with her husband and daughter. From conquering mountain trails to managing market volatility, Nicola feels empowered to continue to grow her career and support her clients.
Contact me
I’m always happy to help with your financial needs. Send me a message or contact me at my branch and I’ll get back to you within 24 business hours.
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Canadian Investor Protection Fund
ATB Securities Inc. is a member of CIPF, which provides protection to investors’ securities, cash or other property in the event of an insolvency of a member firm.
ATB Wealth® (a registered trade name) consists of a range of financial services provided by ATB Financial and certain of its subsidiaries. ATB Investment Management Inc. and ATB Securities Inc. are individually licensed users of ATB Wealth. ATB Securities Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.
The information contained herein has been compiled or arrived at from sources believed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy or completeness, and ATB Wealth (this includes all the above legal entities) does not accept any liability or responsibility whatsoever for any loss arising from any use of this document or its contents. This information is subject to change and ATB Wealth does not undertake to provide updated information should a change occur. This document may not be reproduced in whole or in part, or referred to in any manner whatsoever, nor may the information, opinions and conclusions contained in it be referred to without the prior consent of the appropriate legal entity using ATB Wealth. This document is being provided for information purposes only and is not intended to replace or serve as a substitute for professional advice, nor as an offer to sell or a solicitation of an offer to buy any investment. Professional legal and tax advice should always be obtained when dealing with legal and taxation issues as each individual’s situation is different.