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Professionals you can trust

She recently completed a Bachelor of Management and Organizational Studies, specializing in Finance, at Western University and is currently pursuing the Canadian Securities Course.

Erika Zhao is a Wealth Planning Associate Intern at Nicola Wealth. With experience in finance and wealth management, Erika has developed a strong interest in financial planning, investment strategy, and supporting meaningful client relationships.

Overview

Erika Zhao

Wealth Planning Intern

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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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