Financial Planner@ Independent Advisor
Canada
Nicole Roussel QAFP, RRC, EPC
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Okanagan College
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Tell me more about Nicole Roussel QAFP, RRC, EPC?
FlashIntel GPTNicole Roussel QAFP, RRC, EPC is a highly experienced wealth management professional with 22.5 years of work experience. Based in Canada, she specializes in alternative investments, estate planning, pensions, insurance, and mortgage planning. Nicole is dedicated to providing superior wealth management services to Investors Group Private Client, offering tailored strategies to meet the needs of high net worth families and retirees. She specializes in intergenerational planning, effective tax, retirement and estate planning, business succession, and corporate structures. Nicole is committed to introducing her coordinated approach to achieve personal and investing goals.
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About
Our team is committed to providing you with the superior wealth management that is Investors Group Private Client. We offer a sophisticated approach to wealth building and wealth protection, creating tailored strategies to fulfill your short-and long-term needs. We work with high net worth families and retirees in the key areas of intergenerational planning, effective tax, retirement and estate planning, business succession and corporate structures to develop solutions that are unique to you. We look forward to introducing you to the benefits of our coordinated approach. Whatever your needs, we will work with you to achieve your personal and investing goals.
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Nicole Roussel QAFP, RRC, EPC's Professional Milestones
- Financial Planner (2020-02-01~): Optimized financial processes, resulting in increased efficiency and compliance with regulations.
- Associate Consultant- Gibbings & Associates (2011-12-01~2020-02-01): Conducted thorough research for technical products, contributing to the success of the company.
Education
Skill
Alternative Investments
Estate Planning
Pensions
Insurance
Mortgage Planning
Retirement Planning
Wealth Management Services
Portfolio Management
Critical Illness
Investments
Asset Allocation
Investment Advisory
Financial Services
Wealth Management
Life Insurance
Mutual Funds
Investment Strategies
Investors
Asset Management
Long Term Care
Disability Insurance
Wealth
Personal Finance
Retirement
Employee Benefits
Securities
Investment Management
Certification
Colleagues
Paige Coleman
Chief Operating Officer
Andreas Sander
General Manager | Vice President
Richard Bertero
director of real estate development - strategic planning negotiations scale and facilities
Enrique de Biedma
Vice President
Ellen Ridge
Senior Vice President Of Operations
Other Named Nicole Roussel QAFP, RRC, EPC
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Nicole Roussel QAFP, RRC, EPC's social media include: Linkedin,
Nicole Roussel QAFP, RRC, EPC works for Independent Advisor
Nicole Roussel QAFP, RRC, EPC's role in Independent Advisor is Financial Planner
Nicole Roussel QAFP, RRC, EPC's colleagues are Paige Coleman,Andreas Sander,Richard Bertero
Nicole Roussel QAFP, RRC, EPC's latest job experience is Financial Planner at Independent Advisor
Nicole Roussel QAFP, RRC, EPC's latest education in Okanagan College
