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Connie brings her interest in personal finance, numbers, and a people-first mentality to Nicola Wealth.
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 and is currently pursuing the Chartered Life Underwriter (CLU) 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. Outside the office, Connie is a fitness enthusiast and endorphin junkie. She particularly enjoys playing volleyball, cycling, and hiking.
“I was attracted to Nicola Wealth’s strong corporate culture of giving back and sharing the pie. I also appreciated the firm’s philosophy of growing its own people by investing from within, which is very hard to come by in this industry.”
To do whatever I want, whenever I want.
What would be your last meal?
Drink of choice?
You can say I’m a bit of a coffee snob
Words my father taught me:
Everyone gets the same 24 hours in a day, the difference is how you use it.