As a Senior Wealth Planning Associate | Client Relationship Manager, Aaron couples his passion for finance with his motivation to help his clients achieve success.
Aaron graduated with his Diploma in Financial Planning from the British Columbia Institute of Technology. While at BCIT, Aaron was an active member of the BCIT Financial Planning Association. His role was focused on connecting students and industry, as well as hosting various networking events throughout his time at BCIT. He holds his Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Life Licence (LLQP) designations and certifications.
Outside the office, Aaron is an active rugby player and fitness enthusiast. He enjoys Saturdays on the pitch with a few beers and lots of banter. When Aaron isn’t playing rugby, you will find him spending time with his friends and trying to plan the next trip abroad.
“It just made sense! Growing up, I was always taught to take the road less travelled. Nicola Wealth has been pushing the boundaries of traditional Financial Services through the “planning first” approach. The exceptional growth, relentless drive to innovate and outstanding people make this company stand out above the rest.”
My role in a golf foursome is always the motivator. I'll cheer you on and contribute a greenside chip once a round.
What would be your last meal?
8oz A5 Wagyu Ribeye cooked rare, Truffle Mac & Cheese and a warm Cinnamon Bun, save the salad for another time.
Favourite sport to play?
Rugby. Despite the blood, bruises and bangs, there isn’t another sport quite like it.
Words my father taught me:
Just do what you love and everything else will fall in place.