Associate Investment Advisor
Nicola Grewal has over a decade of experience in the investment industry, recently celebrating 10 years with BMO. Bringing a wealth of expertise in investment administration to the table, Nicola is an expert in handling client accounts, trading, and coordinating the complexities of the compliance requirements for our accounts.
Nicola is a fully licensed Associate Investment Advisor and remains current on today's issues through ongoing continuous education. Nicola's commitment to client service excellence and efficiency receives regular praise from clients and fellow team members alike