Client Service & Administration*. Nelson Portfolio Management 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 Portfolio Management Corp. Nicole is responsible for coordinating client communication, managing our information systems and coordinating all client administration activity such as opening new client accounts, setting up on line access for new clients, coordinating client deposits and withdrawals and providing duplicate statements and tax reports as required. As a veteran administrator and client service professional, Nicole supports the portfolio management team in the day to day administration of client portfolios. If you would like to connect with any member of our portfolio management team, please contact Nicole and she will coordinate this for you.