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.
Are you an accredited U.S. investor?
Emmanuel uses his mathematics background and his passion for excellent client service to help simplify the complexity of wealth management.
Emmanuel spent the past three years working at a financial planning firm in Kitchener, Ontario. He graduated from the University of Waterloo with a Bachelor of Mathematics degree in honours Mathematical Economics. As a Chartered Life Underwriter® (CLU) professional, Emmanuel specializes in estate planning and life insurance. He is also a Certified Financial Planner® (CFP) and a member of Advocis, the oldest and largest voluntary professional membership association for financial advisers.
Outside the office, Emmanuel enjoys walking the Seawall, reading on the 4th Floor of the Vancouver Central Library, and discovering and dining at local restaurants.
“I chose to apply to Nicola Wealth to learn from the best advisors in the industry and to apply the knowledge I gained through the CFP/CLU programs on a regular basis.”
Drink of choice?
Any of the bottles in Hibiki’s age-statement collection.
If you could travel anywhere in the world, where would it be?
Were you named after anyone
My second name is Carlos. My father named me after Carlos P. Romulo – a Filipino diplomat and human rights advocate.
Best book to read on a long flight?
What It Takes by Stephen A. Schwarzman