Nicki Dunn

Nicki Dunn is an experienced Financial Planner with a career spanning over a decade, currently serving at Coast Capital Savings, Worldsource Financial Management, and Coast Capital Wealth Management since November 2016. Nicki has a strong track record of building lasting relationships with clients to help them achieve their financial goals while navigating various life stages and changes. Prior experience includes roles at RBC from May 2013 to October 2016 and TD Canada Trust from May 2007 to May 2013, focusing on comprehensive financial needs such as banking, credit management, and investing. Nicki's educational background includes advanced studies in Investment Strategies and Estate Planning from the Canadian Securities Institute, along with a degree in Personal Financial Planning and continued professional development in financial planning services.