Ethan Astaneh
CFP®, FEAHead of Practice Management and Advisor EnablementClient Relationship Manager
eastaneh@nicolawealth.com|604-235-2545
Overview
Ethan Astaneh is a Wealth Advisor | Client Relationship Manager in the firm’s Vancouver office, specializing in intergenerational wealth management for family businesses.
In addition to his advisory role, Ethan is a member of the Nicola Wealth Asset Mix Committee. In this capacity, he collaborates closely with the Chief Executive Officer, Chief Investment Officers, Chief Economist, and Head of Asset Management Operations, contributing to the decision-making process regarding asset allocations for the firm’s core models.
Ethan’s approach with clients focuses on simplifying financial and investment concepts to ensure they thoroughly understand their finances. He takes pride in maintaining a client-first approach.
Ethan holds a Bachelor of Commerce degree from the University of British Columbia Sauder School of Business, specializing in Finance and Mathematics. He is a Certified Financial Planner (CFP®) and Family Enterprise Advisor (FEA), and a member of the Financial Planning Association of Canada, FP Canada, and the Family Enterprise Xchange.
Insights from Ethan
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