Senior strategist - advice and guidance, Edward Jones Canada
Nicole joined Edward Jones in late November 2019 to lead the firm's Canadian Advice and Guidance division. She serves both as our thought leader and spokesperson on financial strategy topics in Canada. Nicole joined us with 15 years of experience in the wealth management industry, having spent many years as a lawyer in private practice and most recently as VP of Tax, Estate and Business Succession for TD Wealth. She has been featured extensively in the media providing expert analysis for media outlets such as BNN Bloomberg, the Financial Post, and the Globe and Mail. After graduating as a gold medalist from Western University, she earned her law degree from Osgoode Hall prior to being called to the Bar in Ontario. She has completed all three levels of CPA Canada's In-Depth Tax, and also holds TEP (Trust and Estate Practitioner) and CLU (Chartered Life Underwriter) designations. She is proud to serve as Deputy Chair of Ottawa's STEP executive, and as a member of multiple national committees.