Originally in pursuit of a Chartered Accountant designation, Nicole was lured into the Financial Services Industry back in 1992.  Employed by the first independent mutual fund distributor in Canada as an executive assistant to a senior wealth manager she found her passion towards a holistic approach to financial management.  This boutique style financial planning firm also instilled a foundation for the values she demonstrates today which include; accountability, honesty, integrity, professionalism, hard-working with the highest of standards for client care.

In 1998, she obtained her Canadian Securities Course through the Canadian Securities Institute.  In 2005, she established an “exclusive to wealth clients” income tax preparation company; Valley Tax Services. In August 2023 Nicole successfully completed her MTI Designation, elevating her practice on the estate and trust management front to offer expertise for transferring wealth intergenerational. Specializing in tax planning and business succession planning Nicole also works with her clients on a risk management and philanthropic front. Outside of her business practice, Nicole can be found supporting her favorite charities as “giving back” and assisting with the creation of a healthy and vibrant community she believes has unmeasurable benefits for all.