Laurie Donaldson - Nicola Wealth
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Laurie Donaldson

CFP, LLQP


Position

Wealth Planning Associate


Laurie Donaldson

CFP, LLQP

Laurie joined Nicola Wealth in October 2020, bringing with her over 25 years of client service experience.

Prior to joining the firm, Laurie worked as a Paraplanner/Investment Administrator at a local independent financial planning firm. She graduated with her Bachelor of Arts, English & Business and went on to receive her Master’s in Business Administration, with a specialization in Non-Profits. Laurie has obtained her Certified Financial Planner (CFP) designation and is working towards her Chartered Investment Manager (CIM) designation.

In her role, Laurie works closely with a Senior Wealth Advisor to provide exemplary financial planning and strategic wealth management services to a variety of ultra-high-net-worth clients.

In her vacation time, Laurie and her husband love to spend time at the beach, preferably Cuba or White Rock, B.C.

Why Nicola Wealth?

“It is extremely important to me to work for an organization that ensures its fiduciary duty to clients is the main priority. The client’s best interest is always top of mind for Nicola Wealth planners and advisors. A supportive and strong corporate culture is also essential for me, and Nicola consistently encourages staff to be their best and with teamwork, strive towards common goals.”


Question & Answers

  • Retirement Dreams?

    Travelling around Europe and the South Pacific

  • Best place to get a burger?

    Uli’s in White Rock

  • Drink of choice?

    Chai Latte at Starbucks

  • What is your favorite ice cream flavor

    There is only chocolate.