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.
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.
While I am flexible about where we can meet, I typically work out of the following branches: