The content of this site is intended for U.S. residents. Please note that Nicola Wealth investment 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 an offer of any of Nicola Wealth’s investment 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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Carolyn forms close and longstanding relationships with her clients; not only working with high net worth individuals but also their families, generation after generation. A testament to the outstanding level of trust she has earned, many of Carolyn’s clients have known her for almost 30 years and confidently refer their friends and family.
A graduate of Queens University, Carolyn moved to Vancouver and launched her career. She has now been in the financial services industry for 30 years. Carolyn is part of the original family, working with John Nicola prior to Nicola Wealth’s inception.
A member of CALU for over a decade, Carolyn was involved for many years as a member of the CALU Finance and Audit Committee. She holds her Canadian Securities Course, IFIC (Investment Funds) and is licensed with the BC and Ontario Insurance Councils.
Carolyn is a member in good standing of the Financial Advisors Association of Canada (Advocis).
Best concert ever attended?
Rolling Stones in Vancouver
Purchasing her first car at age 34, all vehicles are a welcomed luxury!
Harrison Ford/Meryl Streep
Sushi & Italian
Were you named after anyone?
A beautiful lady my mother met at a party in New York City