Helen Zhang

Helen joined Nicola Wealth in September 2021. She has brought on board eight years of professional experience at both Scotia Wealth management and a private wealth management firm in Vancouver focusing on real-estate-related alternative investments.

In the past, Helen has worked in areas of performance reporting, investment product due diligence, as well as business development. Helen currently holds the Chartered Investment Manager (CIM) designation. In addition to learning portfolio management techniques on the Portfolio Management platform, she hopes to further hone her skills in delivering holistic wealth management solutions through further pursuing the Certified Financial Planner (CFP) designation.