Please note that investment funds sponsored or advised by Nicola Wealth are not currently offered to U.S. residents. 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.
Are you an accredited U.S. investor?What is a U.S. accredited investor?
Before proceeding, please confirm if you are an accredited investor by checking the box above. Accredited investors are individuals with a net worth of more than $1 million, excluding the value of their primary residence, or individuals with income of more than $200,000 (or joint income of $300,000 for married couples) per year for the past two years, with a reasonable expectation that such income levels will be attained in the current year.
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.
Fahameh brings her passion for collaboration and relationship building, coupled with nearly a decade of experience in financial services to Nicola Wealth.
Fahameh was a Financial Advisor at Sun Life, subsequently working in various Advisory support positions under the Sun Life Umbrella. Prior to joining the firm, Fahameh spent three years at a boutique financial services firm working closely with their team of Advisors to service clients.
Fahameh graduated with a Bachelor of Science from the Isfahan University of Technology, holds the Certified Financial Planner (CFP) designation and is life licensed. She also obtained her mutual fund license and completed the Canadian Securities Course.
In her spare time, Fahameh enjoys an active lifestyle that includes barre classes at the Bar Method, playing volleyball, and walks around the seawall.
“Nicola Wealth’s approach is to consider all parts of a client’s financial situation. Including, but not limited to, investments, insurance, compensation, taxes, and estate planning to create a comprehensive financial plan that goes beyond the traditional wealth management model. This sophisticated and client-focused approach aligns with my values in my career. Finally, Nicola Wealth values inclusion and diversity which are truly important to me”
What would be your last meal?
A combination of walnut bread (ideally from Terra Breads), Brie cheese and pear!
Favourite restaurant in Vancouver?
Seasons, Minami & Nightingale
What languages do you speak?
English and Farsi (Persian)
Persian and Japanese food