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Professionals you can trust

Prior to joining the firm, Connie worked for a major Canadian wealth management firm where she specialized in Discretionary Portfolio Management and Financial Planning for high-net-worth individuals and their families.

Connie graduated with her Bachelor of Commerce, specializing in Finance, from the Sauder School of Business at the University of British Columbia. She holds the Chartered Investment Manager (CIM®) and Certified Financial Planning (CFP®) designations.

An active member of Nicola Wealth, Connie is a member of the Financial Planning Associates Committee and the Nicola Wealth Women’s Speaker Series’ Steering Committee.

Connie brings her interest in personal finance, numbers, and a people-first mentality to Nicola Wealth.

Overview

Connie Zhou

Client Relationship Manager

 Senior 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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