Meet Nicole

Nicole has a background in wealth management and has moved from Toronto to support our team at Pathlight. Nicole works closely with Perry Buckman* crafting detailed investment plans tailored to our clients. Her job is to complete research, collect client information, review tax mitigation strategies, and find opportunities to use insurance solutions* to ensure our investment planning is all-encompassing. Nicole enjoys spending her free time golfing, learning tennis, and generally spending time outside in the sun after leaving snowy Canada. Nicole is focused in supporting women and families in achieving their financial goals and improving their personal finance knowledge.