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Professionals you can trust

Prior to joining Nicola Wealth, Andrea worked for Stallion Financial Inc – a boutique wealth management firm just outside the Toronto area. At the firm, he specialized in Financial Planning and insurance solutions. As a senior wealth advisor for the firm, Andrea serviced the professional and business owner markets implementing a proprietary wealth management process “SWMP”.

Andrea has a Bachelor of Arts (Honours) degree from York University and holds his Chartered Investment Manager (CIM®) designation.

Andrea joined Nicola Wealth in January 2021 with nearly two decades of experience in wealth management, insurance, and investment management oversight.

Overview

 Andrea Vincenzi

Client Relationship Manager

Senior Wealth Planning Associate

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The content of this site is intended for U.S. residents. Please note that Nicola Wealth investments funds are generally not offered to U.S. residents at the present time. As such, the contents of this website should not be construed as as an offer of any of Nicola Wealth’s investments funds to U.S. residents. Any information, statement or opinion set forth herein is general in nature, is not directed to or based on the financial situation or needs of any particular investor, and does not constitute, and should not be construed as, investment advice, forecast of future events, a guarantee of future results, or a recommendation with respect to any particular security or investment strategy or type of retirement account. Investors seeking financial advice regarding the appropriateness of investing in any securities or investment strategies should consult their financial professional.

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