The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. 

Carol Nichols-Tremblay, CFP

SENIOR FINANCIAL PLANNING ADVISOR

Helping individuals and families lay the foundation for achieving their financial and lifestyle goals is what Carol prides herself in doing. She takes into account her clients' goals and dreams as well as the available resources to create a plan that is specifically tailored to their situation. With regular monitoring, that plan can be updated as the years progress and as needs change.

Carol is a Senior Financial Planning Advisor at Assante Capital Management Ltd. who has over 30 years of experience in the financial services industry.  She is a CERTIFIED FINANCIAL PLANNER professional, holds her Life and Disability Insurance license, and has completed the Canadian Securities Course (CSC). Carol prides herself in delivering advice to her clients as a CFP professional in Ontario, Nova Scotia, Quebec, Alberta and British Columbia.

Carol has been married to North Bay photographer, Brian Tremblay for 40 years. She has three grown children and young grandchildren.

When she is not at work, she enjoys gardening, preserving, woodworking, and outdoor activities.

Within the community, Carol has sponsored fundraisers and currently sits on the board of the North Bay Packsac Smiles Organization.

If you would like to learn more about what Carol does or to see if you would be comfortable working together, please call 705-476-5422, ext 222 or email at cnicholstremblay@assante.com.

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Investment services and strategies


At CI Assante Wealth Management, we will work with you to develop a personalized wealth management strategy to meet all your financial milestones. Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

 

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Office Address

101 McIntyre Street West
North Bay, Ontario
P1B 2Y5 Canada