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Professionals you can trust

Before joining Nicola Wealth, Arlene worked for two independent financial companies navigating marketing and wealth planning strategies and partnering with Advisors to help grow their books through lead generation. She has also participated in a new start-up that helps professionals network.

Arlene graduated with her Bachelor of Arts degree, studying both Sociology and Economics at The University of British Columbia. She is also a Qualified Associate Financial Planner (QAFP®).

As a Wealth Planning Associate, Arlene supports the Nicola Wealth Advisors to provide exceptional customer service and strategic financial planning solutions to serve the complex needs of high-net-worth families, entrepreneurs, and professionals.

Overview

Arlene Chen

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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Accredited investors also include certain institutions, including U.S. banks and U.S. branches of foreign banks, U.S. savings and loans associations, U.S. insurance companies, U.S. registered brokers and dealers, U.S. registered investment companies and business development companies (as defined by the U.S. Investment Company Act of 1940).
 
Additionally, certain state pension funds and ERISA plans with more than $5 million total assets and certain partnerships, corporations, and trusts with more than $5 million total assets are also considered.


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