Nicole Works

equipe

Investment Associate

Spoken languages : English

Nicole has been in the investment industry for over 15 years. Her career began with Wellington West back in 2000 and having a passion for the industry she worked hard to advance her career forward. Now with National Bank Financial.

She knew coming into this role she needed education, so she quickly passed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH) to become a licensed Investment Associate and has completed the Derivative and Options course (DFOL) with the Canadian Securities Institute.

She is able to offer a 360 degree view on all aspects of our Wealth Management offerings to clients. Our clients can feel confident in her knowledge of the required correspondence and compliance guidelines that is required in the daily administrative tasks that she oversees. Her duties are to enhance the red carpet service we offer by preparing portfolio proposals and presentations, solidifying our team branding, ensuring the team is up to par on new products and services available, and essentially ensuring the engine is well oiled. 

Our goal is to provide an exceptional red carpet experience to our clients.