Nicole taylor

Wealth Advisor,
Dealing Representative
Edmonton, Alberta

Nicole’s prior roles in the investment industry were at Raymond James Ltd. and BMO Nesbitt Burns where she worked as an investment advisor managing portfolios, maximizing tax savings and creating customized retirement structures. Nicole is passionate about connecting with her clients, with whom she works closely to understand their unique needs and circumstances, as she helps them towards achieving their long-term financial goals.

Previously, Nicole studied criminology, criminal justice, and psychology. She holds the Chartered Investment Management (CIM) designation.

Nicole has spent time as a recreation volunteer at St. Joseph’s Auxiliary Hospital in Edmonton and was a patient care volunteer at Rosedale Hospice in Calgary for four years. In her spare time, Nicole enjoys reading and fitness activities.

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