Jacqueline Siah

Jacqueline joined Nicola Wealth in 2012 with over 14 years of experience in financial services. She has provided comprehensive financial planning solutions since 2006, and enjoys working closely with clients to develop and implement customized wealth accumulation and retirement income strategies, tailored for each client’s unique circumstances.

A graduate of the University of British Columbia with a Bachelor of Science, Jacqueline also holds the designations of Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), and Certified Health Insurance Specialist (CHS).

She is licensed with the BC Insurance Council and completed numerous Canadian Securities Institute courses with honours, including the Canadian Securities Course, Conduct & Practices Handbook, Professional Financial Planning Course, Portfolio Management Techniques, and Canadian Insurance Course.

Jacqueline is a member in good standing of the Financial Advisors Association of Canada (Advocis) and the Financial Planners Standards Council (FPSC), and subscribes to their respective codes of ethics and rules of conduct.