Originally in pursuit of a Chartered Accountant designation, Nicole was lured into the Financial Services Industry back in 1992. Employed by the first independent mutual fund distributor in Canada as an executive assistant to a senior wealth manager she found her passion towards a holistic approach to financial management. This boutique style financial planning firm also instilled a foundation for the values she demonstrates today which include; accountability, honesty, integrity, professionalism, hard-working with the highest of standards for client care.
In 1998, she obtained her Canadian Securities Course followed by a Professional Financial Planning designation in 2003 through the Canadian Securities Institute. In 2005, she established an “exclusive to wealthy clients” income tax preparation company; Valley Tax Services. Specializing in tax planning and business succession planning Nicole also works with her clients on a risk management and philanthropic front. Outside of her business practice, Nicole can be found enjoying her property in the Comox Valley with her husband and when they come home for a visit; 4 young adult daughters. She is also often found supporting her favorite charities as “giving back” and assisting with the creation of a healthy and vibrant community she believes has unmeasurable benefits for all.