Nicole C. Putz is the newest addition to Rick Soparlo’s financial planning practice and aims to bring a modern and energetic perspective into the partnership.
Since joining the Wolfond Financial team in 2016, Nicole has completed her Canadian Securities Course and has acquired both her Advanced Mutual Fund Advice Certification and Insurance Representative qualification.
Nicole graduated from the University of Regina with a Bachelor of Business Administration in Marketing and prior to 2016, worked for several Regina based companies both on the front lines in sales and in the background in operations management.
Given her excellent communication and relationship building skills, Nicole exceled in this field and was acknowledged my former employers for being a true people person and an excellent team player.
Together, this team is excited to offer their clients financial coaching through both a youthful and experienced lens.