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Senior Wealth Strategist
Nicole is a senior wealth strategist at CIBC Private Wealth with over 10 years of industry experience. In this role, she works closely with relationship managers and clients to help develop and implement estate and wealth transfer strategies as part of CIBC Private Wealth’s integrated wealth management process.
Prior to joining the firm, Nicole was a partner at Bass, Doherty & Finks, P.C., where she focused her practice on estate planning for high net worth clients. In that role, Nicole prepared comprehensive estate plans and advised clients on transfer tax strategies, charitable planning and cross border planning issues.
Nicole earned her LL.M. in taxation from Boston University School of Law and her J.D. from Suffolk University Law School. She earned her Bachelor of Arts in English from the University of Massachusetts – Amherst. Nicole is a member of the Boston Estate Planning Council (BEPC), the Society for Trust and Estate Practitioners (STEP) and the Professional Advisors Network for the Boston Foundation. She has been recognized as an Accredited Estate Planner® (AEP®) by the National Association of Estate Planning Councils.
