Client Service & Administration. Nelson Financial Planning Corp. Experience in personal banking and customer service since 2001.
Nicole has been actively involved in the financial services industry since 2001 and has worked with Nelson Financial since 2018. Prior to joining Nelson Financial, Nicole worked at two of Canada’s major banks in a variety of roles including that of a Personal Banking Advisor, Manager of Customer Service and Manager of Financial Advice. In her role with Nelson Financial Planning Corp. Nicole is responsible for coordinating client communication, managing our information systems and supporting the financial planning team in the collection and documentation of confidential client information. Nicole also plays a major role in the distribution of our client education programs. If you would like to connect with any member of our financial planning team, please contact Nicole and she will coordinate this for you.