Why Young Investors Are Ripe for Financial Advice | Globe & Mail

Why You Should Consider Engaging a Wealth Advisor in Your 20s and 30s

The money conversations that will set you and your partner up for financial harmony

Financial resolutions you should endeavour to stay on top of year-round

Advisors share the lessons you should be teaching your children about money

What you need to know about investing beyond the limits of public markets

Speak with a member of our Advisory Team to discuss your situation and learn how we can help.

Professionals you can trust

Committed to continuing education, Jennifer has completed numerous industry courses (including the CSC, CPH, PFPC, and CIC), holds the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations, and is licensed with the B.C. Insurance Council.

Jennifer joined Nicola Wealth in 2011.  She began her career in the financial services industry in 2002 after graduating from the Financial Management Program at the British Columbia Institute of Technology.

Overview

Jennifer Leathem

Client Relationship Manager

Wealth Advisor

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The content of this site is intended for U.S. residents. Please note that Nicola Wealth investments funds are generally not offered to U.S. residents at the present time. As such, the contents of this website should not be construed as as an offer of any of Nicola Wealth’s investments funds to U.S. residents. Any information, statement or opinion set forth herein is general in nature, is not directed to or based on the financial situation or needs of any particular investor, and does not constitute, and should not be construed as, investment advice, forecast of future events, a guarantee of future results, or a recommendation with respect to any particular security or investment strategy or type of retirement account. Investors seeking financial advice regarding the appropriateness of investing in any securities or investment strategies should consult their financial professional.

Before proceeding, please confirm if you are an accredited investor by checking the box above. Accredited investors are individuals with a net worth of more than $1 million, excluding the value of their primary residence, or individuals with income of more than $200,000 (or joint income of $300,000 for married couples) per year for the past two years, with a reasonable expectation that such income levels will be attained in the current year.
 
Accredited investors also include certain institutions, including U.S. banks and U.S. branches of foreign banks, U.S. savings and loans associations, U.S. insurance companies, U.S. registered brokers and dealers, U.S. registered investment companies and business development companies (as defined by the U.S. Investment Company Act of 1940).
 
Additionally, certain state pension funds and ERISA plans with more than $5 million total assets and certain partnerships, corporations, and trusts with more than $5 million total assets are also considered.


I hereby certify that I am an accredited investor or that I am an authorized representative of an accredited investor

Jennifer Leathem

Overview

Insights from Jennifer

Professionals you can trust