Overview
Chloe is a Wealth Planning Associate at Nicola Wealth, where she supports advisors in delivering integrated planning and client service for high‑net‑worth clients.
She joined Nicola Wealth in June 2024 as an Administrative Associate, gaining hands‑on experience in client onboarding, KYC verification, account administration, and coordinating client reviews—foundations that inform her collaborative, detail‑oriented approach today.
Prior to joining the firm, Chloe spent three years at Gentai Asset Management Corporation as a Senior Account Management Associate, working closely with high net worth clients. She holds a Bachelor of Commerce with a specialization in Finance from the University of British Columbia’s Sauder School of Business as well as her CFA Level I. Based in Vancouver, Chloe collaborates with the Wealth Planning Associates team to ensure comprehensive, personalized solutions for every client.
Professionals you can trust
Speak with a member of our Advisory Team to discuss your situation and learn how we can help.
Meet With Us