About Me

The Relationship

Nikki believes in building and maintain meaningful relationships, she values her clients and their individual needs. Nikki began her financial services career in 2003, working with various positions which allowed her to gain a well-rounded understanding of the challenges clients face. When she began working in the wealth management division, she knew she had found her calling.

Services

Nikki focuses on taking the time to listen and understand each client. She believes everyone’s needs and financial goals are unique.  Working with a comprehensive team of professionals, Nikki strives to offer objective holistic, client focused solutions for investment management, retirement & tax planning, business succession, estate and wealth transfer planning.

About Nikki

In addition to holding the Certified Financial Planner Designation, Nikki also holds the designation of a Responsible Investment Specialist.

 

Nikki takes pride in being active in the community and volunteers her time within the Nanaimo & District Lacrosse association along with being an active Rotarian. 

 

Nikki was born and raised in the Comox Valley and relocated to the beautiful city of Nanaimo to support her son’s dream of excelling in the sport of Lacrosse.  When not working with clients or at the Lacrosse field, Nikki enjoys staying active with her dog by exploring the city and surrounding areas she now calls home.