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:
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.
What languages do you speak?
English & Bahasa Indonesia.
What is your favourite Canadian city other than Vancouver?
Were you named after anyone?