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.
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 has completed the Life License Qualification Program (LLQP) and is currently pursuing her Certified Financial Planner (CFP) designation.
Outside of work, Arlene enjoys watching movies, spending time with family and expressing her creative side by cooking fun dishes and taking nature photos.
“Nicola Wealth has an excellent reputation for developing industry-leading strategies as well as delivering high-quality services. It’s very enticing to join an independent firm like Nicola Wealth, one of Canada’s fastest-growing firms and an organization that allows employees to feel valued and respected.”
Favourite Car?
Lamborghini Urus
Favourite Movie?
The Lord of the rings & The Curious Case of Benjamin Button
Favourite restaurant?
AnnaLena in Vancouver.
Where is your dream vacation spot?
Santorini
