Dashboard
Equity Under Advisory: $24.8M
Clients: 87
Total Clients
87
+3 this quarter
Equity Under Advisory
$24.8M
+$1.2M YoY
Engagement Rate
91%
+4% from Q4
Pending Triggers
12
4 urgent
Priority Actions
View All 12
⚠
Beaudry — Furnace approaching 17 years. Send capital planning note.
486 Ruby St, Wolseley · Maintenance trigger
⚠
Fonseca — Mortgage renewal in 5 months. Schedule check-in.
221 Rathgar Ave, River Heights · Financial trigger
✓
Park-Williams — Home value crossed $600K. Send milestone congrats.
88 Ash St, River Heights · Equity milestone
☆
Flett — Logged "growing family" life event. Run move-up model.
15 Lenore St, Wolseley · Life stage trigger
⚠
Savard-Chen — Property tax assessment up 12%. Flag appeal opportunity.
302 Bartlet Ave, Corydon · Tax trigger
Recent Activity
Beaudry opened Wealth Dashboard
Today, 9:12 AM
Fonseca viewed Mortgage Optimizer
Today, 8:45 AM
Park-Williams read Q1 Wealth Report
Yesterday, 4:30 PM
Flett updated life event: growing family
Yesterday, 2:15 PM
Savard-Chen messaged you about tax assessment
Yesterday, 11:00 AM
Beaudry viewed Market Pulse for Wolseley
Mar 17, 7:22 PM
Portfolio Equity — All Clients
12M
3Y
All
Equity Chart ComponentAggregate equity trend across 87 clients — powered by City of Winnipeg assessment data + market comps.
Client Book — 87 Homeowners
All
Wolseley
River Heights
Corydon
Client Property Value Equity Score Health Status
MB
Marcus & Priya Beaudry
Since Mar 2024
 486 Ruby St, Wolseley $487,200 $142,800 782 Active 1 trigger
RF
Roberto Fonseca
Since Jun 2021
 221 Rathgar Ave, River Heights $612,000 $248,500 834 Active 1 trigger
PW
Jordan Park-Williams
Since Nov 2019
 88 Ash St, River Heights $604,800 $312,200 891 Active Milestone
CF
Chloe & Darren Flett
Since Aug 2022
 15 Lenore St, Wolseley $438,500 $98,200 724 Pending Life event
SC
Mia Savard-Chen
Since Jan 2023
 302 Bartlet Ave, Corydon $395,000 $82,400 698 Message Tax alert
TL
Thomas & Amy Falk-Fehr
Since May 2020
 94 Ethelbert St, River Heights $558,000 $221,600 815 Active On track
Action Triggers — 12 Pending
All
Urgent
Financial
Life Stage
⚠
Beaudry — Furnace approaching 17 years. Send capital planning note with Winnipeg replacement cost estimates ($4,800–$6,200).
486 Ruby St, Wolseley · Maintenance trigger · Auto-detected from property age data
⚠
Fonseca — Mortgage renewal in 5 months (Aug 2026). Current rate 4.2%. Schedule refinance strategy session.
221 Rathgar Ave, River Heights · Financial trigger · Mortgage term data
✓
Park-Williams — Property value crossed $600K milestone. Equity now at $312K. Send congrats and wealth review offer.
88 Ash St, River Heights · Equity milestone · Assessment update
☆
Flett — Logged "growing family" life event. Run move-up model: current 2BR Wolseley vs. 3BR+ options in neighborhood.
15 Lenore St, Wolseley · Life stage trigger · Client-reported
⚠
Savard-Chen — 2026 property tax assessment up 12% ($41,800 to $46,800). Flag appeal opportunity before deadline.
302 Bartlet Ave, Corydon · Tax trigger · City of Winnipeg assessment data
☆
Falk-Fehr — Annual Property Review due. Last review: April 2025. Schedule Q2 review meeting.
94 Ethelbert St, River Heights · Engagement trigger · Annual cycle
Market Intelligence — Winnipeg
My Areas
City Wide
Wolseley Median
$462K
+4.2% YoY
River Heights Median
$585K
+3.8% YoY
Corydon Area Median
$410K
+5.1% YoY
Price Trends — Coverage Areas
Trend Chart Component12-month price trends for Wolseley, River Heights, and Corydon vs. Winnipeg average.
Inventory & Days on Market
Inventory Chart ComponentActive listings and avg. DOM across Nicole's coverage areas.
Client Portfolio vs. Market
Portfolio Comparison ComponentHow Nicole's 87 client properties are performing relative to their neighborhood medians. Powered by City of Winnipeg open data.
Wealth Reports
Generate Report
Q1 2026 Reports
72 of 87 generated
☷
Beaudry — Q1 Wealth Report delivered. Opened by client Mar 10.
486 Ruby St, Wolseley · Value: $487,200 · Score: 782
☷
Park-Williams — Q1 Wealth Report delivered. Opened by client Mar 12.
88 Ash St, River Heights · Value: $604,800 · Score: 891
☷
Flett — Q1 Wealth Report generated. Not yet opened.
15 Lenore St, Wolseley · Value: $438,500 · Score: 724
Report Template Preview
Wealth Report TemplatePortfolio-grade quarterly statement. Includes: property value trend, equity position, Home Credit Score breakdown, market context, advisor commentary, and capital planning notes.