
Nicola Morgan CFP
Nicola has a true passion for customer service. After gaining 15 years of experience, she began her career in the financial services industry in 2014. Her desire to offer the best advice to every client led her to pursue her Certified Financial Planner (CFP) designation, which she obtained in 2020.
In addition to ensuring excellent service, Nicola focuses on helping our clients reduce taxes and costs through the implementation of properly planned financial solutions. Group benefits are one of her particular specialties.
Originally from Ontario, Nicola has resided in Fredericton since 2008 and now considers herself a Maritimer. With a love for the outdoors and sunshine, Nicola can often be found adventuring with friends, her daughter Julia and dog Nellie.