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 firstname.lastname@example.org.
Jennifer has been serving clients with Assante since 2009. Initially, she worked on a part-time basis while attending NSCAD University in Halifax. After receiving her Bachelor of Fine Arts degree with a major in Photography and a minor in Art History in 2011, Jennifer continued working at the Assante Hydrostone office in Halifax until she decided that it was time to move back home to North Bay in November of 2011. Since then, Jennifer has been assisting Carol in the North Bay office.
In her spare time, Jennifer dabbles in photography, painting and writing, crocheting, and experimenting in the kitchen.
She also enjoys being active in the community and volunteers with Help Portrait and Packsac Smiles.
You can reach Jennifer by phone at 705-476-5422, ext 229 or by email at email@example.com.
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