As a Senior Investment Advisor & Portfolio Manager at BMO Nesbitt Burns I work with individuals, families, entrepreneurs, business professionals, foundations and corporations by providing expert financial advice. Consider me your "Personal CFO" regardless of your stage in life I am able to help you achieve your goals focused on solutions unique to you.
In addition I have several designations that allow me to best serve my clients which include the Fellow of the Canadian Securities Institute, Chartered Investment Manager, CERTIFIED FINANCIAL PLANNER® professional, and Chartered Professional Accountant.
With over 27 years of experience in the financial industry—including 25 years with BMO Nesbitt Burns—Nicole brings a wealth of knowledge and genuine care to her role with The Gordon Group. Since joining the team in 2021, she has become an essential part of the client experience, serving as the first point of contact and ensuring everything from account administration to trade execution runs smoothly and efficiently.
Nicole began her career in Toronto’s financial core in 1998, over the next two decades, she discovered her passion for building meaningful, long-term relationships with clients and providing personalized, attentive service. Her dedication to client care has been recognized through several Private Wealth awards for exceptional service.
Known for her warm, approachable manner, Nicole goes out of her way to make clients feel comfortable and supported.
Outside the office, Nicole enjoys spending time with her partner, Dave and her two sons, Ben and Kyle, who are both studying at Wilfrid Laurier University. She loves relaxing at the family cottage with Dave, the boys, and their Aussie Doodle, Charlie.
Saera is an IR‑licensed Client Service Associate with over six years of experience in client engagement and relationship management, specializing in AML/KYC, account administration, and trade support. Her previous roles give her an additional background in operations and data analysis.
Outside of work, she enjoys exploring new destinations, discovering diverse cuisines, and relaxing by the beach. Her approach to life reflects the same qualities that make her a trusted professional: curiosity, adaptability, and a focus on delivering exceptional outcomes.