With nearly 30 years of experience in the financial services industry, Niki brings to the team extensive expertise in portfolio modeling and trade execution, supporting the development and management of sophisticated investment strategies. Niki works closely with Elizabeth and the team to construct and maintain portfolios aligned with clients’ long-term objectives. A former Equity Floor trader for the TSX, Niki holds a Bachelor of Arts in Economics, a Business Management Diploma, and has earned both the Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations.

Outside of her professional role, Niki enjoys spending time with her family, travelling, gardening, baking, and hiking with her active dog.