"I take a holistic and collaborative approach when guiding clients through each life stage. Long-term relationships are paramount, and seeing clients succeed is my top priority."

 

As a Certified Financial Planner® (CFP), Nicole is a dedicated advisor with significant experience in the financial services industry. She is committed to professional development and lifelong learning, in addition to staying on top of financial industry trends.

"Clients know where they want to go and what they want to achieve; my job is to be their strategic partner to enable them to find the most efficient path to success."

Nicole prides herself on her integrity which is founded on a client-first approach. Her expertise is providing strategic and timely financial planning for her clients; particularly in the areas of financial management, retirement planning, and estate planning.

"I am very passionate about making a meaningful and financial impact to my clients by providing specialized advice and consultation specific to their needs and situation. The most rewarding aspect for me is seeing clients financially grow, gain, and succeed. It brings immense satisfaction to me when clients embrace the joy that comes from achieving their financial well-being."

Nicole will work with you to develop your comprehensive LifeSpring® financial plan, a blueprint for building and maintaining a strong financial foundation. The plan will integrate all aspects of your financial picture: investments and estate planning as well as your business banking (if applicable).

Learn more about the value of working with a financial advisor.

BlueShore Financial, Financial Advisor, Nicole Gu

Nicole Gu

Financial Advisor

Have a question? Ask an expert

Our team of experienced professionals are here to answer any questions you may have.

† Mutual funds are offered through Credential Asset Management Inc.

Insurance services provided by BlueShore Wealth.