Nicole Herbert
About Nicole Herbert
Nicole Herbert is an Associate Consultant at IG Wealth Management, where she has worked since 2015. With a background in the financial sector, she specializes in simplifying investment options and developing estate solutions for clients.
Work at IG Wealth Management
Nicole Herbert has been employed at IG Wealth Management as an Associate Consultant since 2015. In this role, she focuses on simplifying investment options to facilitate easier decision-making for clients. She works closely with clients to develop plans that help them achieve their important life goals, ensuring that their objectives are met with a high level of service and commitment.
Previous Experience at Fidelity Investments
Prior to her current role, Nicole Herbert worked at Fidelity Investments for a total of six years, holding various positions. She started as a Bilingual Processing Representative from 2000 to 2003, then advanced to Assistant Team Leader of the Bilingual Processing Team from 2003 to 2005. After a brief hiatus, she returned as a Team Manager for the Bilingual Processing Team from 2005 to 2011, and later served as a Business Analyst from 2011 to 2014.
Experience at The Co-operators
Nicole Herbert worked as a Licensed Insurance Representative at The Co-operators for eight months in 2015. This position was based in Moncton, NB, where she gained experience in the insurance sector.
Education and Certifications
Nicole Herbert completed her High School Diploma at École Mathieu-Martin from 1993 to 1996. She also studied at Université de Moncton, completing two years in Music from 1996 to 1998. In 2012, she achieved a 200-hour Registered Yoga Teacher (RYT) certificate in Ashtanga Yoga from Balanced Life Yoga.
Specializations and Client Focus
Nicole Herbert specializes in developing estate solutions that provide peace of mind for clients and their families. Her approach emphasizes understanding client needs and simplifying complex investment options, ensuring that clients can make informed decisions regarding their financial futures.