Nicola Rammos - Oakvest Group
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Nicola

Nicola’s motivation to “strive for the best” is the backbone of the Oakvest Group’s commitment to service. Devoted to clients, she diligently coordinates on their behalf with accountants, lawyers, and other key advisors to ensure that all elements of their profiles are efficiently attended to. Many client families seek her counsel directly to facilitate actions, answer questions and resolve challenges. This exemplifies her expertise and approachable, caring demeanour.

Nicola takes ownership of monthly deposits, contributions, and international wire transfers to complete these accurately and timely, providing clients with peace of mind. Her regular liaison with corporate office is invaluable to clients and the Oakvest Group in that it reliably conveys relevant and timely information and facilitates our compliance with regulatory requirements.

Nicola values trust, hard work and work/life balance. She emphasizes Oakvest Group’s team approach as being one of their greatest strengths and is convinced that this comprehensive client service is the reason why prospective clients select the Oakvest Group for their wealth management needs and why they remain a part of the client family.

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