Grace Budiono - Nicola Wealth
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Grace Budiono

CIM


Position

Financial Advisor


Grace Budiono

CIM

Grace practices a disciplined approach to investing and wealth management, pairing this with exceptional client relations.

Grace joined Nicola Wealth in 2011, working on the Portfolio Trading team before transitioning to the Advisory team in 2013. The depth of relationships Grace fosters with clients stems from the joy she receives in putting their minds at ease regarding retirement, succession planning, and legacy planning.

Grace’s connection to legacy goes beyond just client planning, in that she is a member of Nicola Wealth’s Charitable Committee; where she advocates for causes supported by the firm.

Grace’s advisory experience includes:

  • Retirement planning: Helping clients tailor strategies to meet retirement income goals while maximizing after-tax retirement income
  • Estate planning: Assist clients in planning for the efficient transfer of wealth
  • Financial planning: Creating and implementing unique wealth management strategies that ensure clients meet their financial goals
  • Insurance strategies: Providing financial security, tax reduction, enhanced retirement income and legacy protection
  • Corporate planning: Helping clients navigate the complex and interconnected effects of corporate and personal wealth management
  • Charitable giving: Helping clients maximize the impact of their charitable giving, while properly planning and utilizing tax benefits
  • Tax planning: Helping clients stay informed of tax implications and creating strategies that maximize client wealth and align with client’s long-term wealth management plans
  • Investment allocation: Ensuring investment vehicles fit client needs, as well as their overall wealth management strategy.

Grace currently holds the Personal Financial Planner (PFP®) and Chartered Investment Manager (CIM®) designations.

Outside of the office a large aspect of Grace’s life involves volunteering and enjoying an active lifestyle whether on the tennis court, golf course or ski hills in and around Vancouver. A little-known fact about Grace is that she’s a big foodie, either taking in the culinary scene in Vancouver or in her world travels.


Question & Answers

  • What languages do you speak?

    English & Bahasa Indonesia.

  • What is your favourite Canadian city other than Vancouver?

    Whistler!

  • Were you named after anyone?

    Grace Kelly.

  • Favourite car?

    Maserati GranTurismo