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Our Team
Nicole Hodgson | Insurance Advisor
Nicole joined the Allan Financial team in 2008 and brings a wealth of experience in both the financial services and insurance industries. As an Insurance Advisor through the Dundee network, Nicole is actively engaged in the marketing and implementation of Allan Financial's customized insurance solutions. Nicole's strength lies in her superior understanding of insurance and financial products and in her ability to help advisors and their clients understand how insurance solutions can offer superior, tax-exempt returns.
Prior to joining Allan Financial, Nicole was National Manager, Strategic Alliances, for a large international investment management firm where she was responsible for managing relationships with Canada's major insurers. Previous to that role, Nicole was Regional Vice President with a large Canadian Insurance company where she was responsible for the servicing and distribution of investment products. She has also held positions with a Canadian mutual fund company and a Vancouver-based venture capital firm.
Nicole holds a B.A. from The University of Western Ontario. She has completed the Canadian Securities Course, the Life License Qualification Program, and holds the Certified Senior Advisor (CSA) designation. |