Laura De Sousa, Wealth Advisor | Client Relationship Manager at Nicola Wealth, shares her journey and insights on the company. She shares how Nicola Wealth’s supportive atmosphere helped her build her book to over $100 million in her first six months and sheds light on why she made the switch and what has helped her succeed.
Making the switch to a new wealth advisory firm can be a daunting decision. However, for those looking for a supportive team and access to productive tools, Nicola Wealth Management Ltd. may just be the perfect fit.
Starting my career in 2006, I joined a team of portfolio managers as an associate at one of Canada's leading full-service investment and wealth management firms. As I pursued my CFP and CIM designations, I also gained vital experience in the brokerage world. However, I soon realized that the fast-paced, fiercely competitive nature of the industry did not align with my values. My aim was to gain a deeper understanding of the psychological factors that drive clients' financial decisions, create a customized plan that aligns with their values, and reduce the stress associated with their finances.
I moved on to work as a financial planner at one of British Columbia's largest credit unions before joining a private wealth management firm as a Senior Financial Consultant for six years. As someone who is always looking for new opportunities to learn and grow, I knew that I needed to join a firm that aligned even more closely with my values and provided me with the tools to serve my clients better. That's why I decided to join Nicola Wealth.
At Nicola Wealth, I have access to investments that are not typically available to retail investors. I feel this has given me a competitive edge in the industry. The support and collaboration among advisors are unmatched, and I have had the opportunity to learn directly from Nicola Wealth’s CEO, John Nicola and President, David Sung, which has been invaluable.
One of the most significant advantages of working at Nicola Wealth is the trust and commitment that the firm has built with its clients. A strong company brand can make all the difference in how fast your book grows. I have also had the privilege of collaborating with exceptional advisors who have involved me in both existing and potential client opportunities.
Nicola Wealth not only prioritizes its clients but also goes out of its way to support its advisors. They provide financial planning tools, an in-house portfolio management and real estate team, and access to some award-winning advisors who can share their experiences and expertise.
For any advisor considering a move to Nicola Wealth, I highly recommend it. The firm provides a supportive and collaborative environment, along with the tools and resources to effectively serve your clients. If you are committed to learning and doing your best for your clients, Nicola Wealth may be the right place for you.
By Laura De Sousa, CFP®, CIM®, CLU®
Wealth Advisor | Client Relationship Manager
This material contains the current opinions of the author and such opinions are subject to change without notice. This material is distributed for informational purposes only. Nicola Wealth Management Ltd. (Nicola Wealth) is registered as a Portfolio Manager, Exempt Market Dealer and Investment Fund Manager with the required securities commissions.
