Graeme Shanna

Graeme is an Associate Wealth Advisor at Nicola Wealth, where he works closely with clients to build trusted relationships and deliver thoughtful, personalized wealth solutions. He creates an environment that allows for a deep understanding of each client’s unique goals, drawing on his experience in financial planning and client service to help reduce complexity and financial stress

Prior to joining Nicola Wealth, Graeme spent several years at a large Canadian financial institution, where he developed a strong foundation in wealth management best practices and client-focused advisory work.

Graeme holds a Bachelor of Business Administration in Finance with a minor in Entrepreneurship from Thompson Rivers University. He also holds several professional designations in wealth management and investment planning, including the Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations.

He was drawn to his role at Nicola Wealth by the opportunity to help clients solve the “financial puzzle” in a way that brings clarity and confidence to their decision-making. Outside of work, Graeme enjoys tennis, running, cycling, and skiing, and is an active member of the Arts Umbrella Golf Organizing Committee.