With a keen eye to detail and a passion for delivering exceptional client service, Nicole is a dedicated assistant who ensures a seamless and efficient experience for both clients and advisors. Baked by a strong background in office management, she excels at organizing financial processes, managing clients accounts, and providing the administrative support needed to keep operations running smoothly.
Known for professionalism and precision, Nicole takes pride in anticipating client needs, handling inquiries with care, and ensuring every detail is in place. Whether coordinating meetings, maintaining compliance, or streamlining workflows, Nicole plays a vital role in supporting Jeff and helping clients stay on track towards their financial goals.
With a commitment to accuracy, efficiency, and personalized service, Nicole is here to make your financial journey as seamless as possible.
Education
Nicole attended Conestoga College, receiving a diploma in marketing.
Family/Hobbies
Originally from Kitchener, Nicole now lives in Belle River Ontario with her husband and three boys. She enjoys spending time with her family, which is typically at the hockey rink, soccer fields and baseball diamonds. Nicole loves to read, entertain and spend time by the water.
