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Professionals you can trust

Passionate about fostering meaningful relationships, Cassandra takes the time to understand her clients’ unique aspirations, crafting tailored strategies that align with their personal and professional goals. Her comprehensive approach ensures that every aspect of their financial well-being is considered.

A graduate of the University of Saskatchewan, Cassandra earned a Bachelor of Commerce degree. She holds the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations and is licensed with the Insurance Council of Alberta, British Columbia, and Ontario.

Cassandra is a Wealth Advisor based in Calgary, Alberta. With a decade and a half of experience, she has honed her expertise in providing holistic financial planning and investment strategies to meet the complex needs of high-net-worth families, entrepreneurs, and accomplished professionals across various industries.

Overview

Cassandra Cross

Client Relationship Manager

Wealth Advisor

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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.

Before proceeding, please confirm if you are an accredited investor by checking the box above. Accredited investors are individuals with a net worth of more than $1 million, excluding the value of their primary residence, or individuals with income of more than $200,000 (or joint income of $300,000 for married couples) per year for the past two years, with a reasonable expectation that such income levels will be attained in the current year.
 
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.


I hereby certify that I am an accredited investor or that I am an authorized representative of an accredited investor

Cassandra Cross

Overview

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Professionals you can trust