Nicole Scollick

A financial plan for every aspiration

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Nicole Scollick

Senior Financial Planner

B.Comm.

CFP®

Building your financial future – together

Contact me

Phone

Office

(905) 318-1517

Office Location

82 King Street West Dundas, ON L9H1T9. map

With over 10 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals.

My commitment to continuous education, as well as completion of required qualifications, has earned me the Certified Financial Planner CERTIFIED FINANCIAL PLANNER® designation conferred by the Financial Planning Standards Council.

I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.

Certificates

B.Comm.

CFP®

Education

B. Comm - University of Guelph

Frequently asked questions

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Your Unique Goals

Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.

Let's Connect

TD Wealth Financial Planning

Your priorities are important to us. We can work together towards your goals, and can help with:

TDAM: Tax & Retirement Planning Guide

At TD Asset Management Inc. (TDAM), we understand the importance of tax planning to investors. There are many tax-efficient investment vehicles available to Canadians to help maximize after-tax income and grow their investment portfolios.

The retirement homestretch: A 5-year checklist

This checklist may help alleviate some of your retirement worries.

Stepping into retirement: Preparing for the big transition

The transition from a successful career to this stage in life isn’t always easy.

Creating a wealth plan to help meet your long- and short-term goals

Did you know that 71% of women want to get more involved with their finances, and 58% want more help to get started?

That's how I can help—by working with you one-on-one to create a personalized wealth plan that's lock-step with your life events and needs.

Working together, I can also help you:

  • Identify and prioritize your short- and long-term goals
  • Find the confidence to take charge of your financial future through advice and planning

The goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.

Over time, you may find that your needs and goals change. TD Wealth Financial Planning has the expertise to help you stay on track. As we continue to meet with you, we’ll introduce new strategies to adapt your financial plan to those changes. We look forward to developing a relationship with you in order to understand your goals and aspirations and design a plan that continues to meet your current needs and future goals.

Lynn – The Gift of Planning

Protecting what matters

When experiencing a difficult situation and looking for financial security, finding the right advisor can be a critical step toward making it easier. TD Wealth helped Lynn’s dad make sure everything was in place for when he was gone.

Lynn believes in the value of planning, as her father worked with TD Wealth to prepare his finances and plan for the future of his daughter, making a very difficult life experience easier.

Contact me today to find out how I can help you feel reassured in your financial future.

Build Net Worth

We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.

Protect What Matters

By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.

Implement Tax-Efficient Strategies

We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.

Leave a Legacy

Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.

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