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Professionals you can trust

Prior to Nicola Wealth, Jenny worked as a Client Service Associate and Investment Advisor Assistant for a boutique wealth management firm as well as for a major Canadian bank. A graduate of Simon Fraser University, Jenny holds her Bachelor of Arts in Economics. Additionally, she earned her Chartered Investment Manager (CIM®) designation and is currently pursuing the Life Licence Qualification Program (LLQP).

As a Senior Wealth Planning Associate | Client Relationship Manager, Jenny brings her expertise in wealth management and passion for strategic financial planning to her role.

Overview

Jenny Wong

Client Relationship Manager

Senior Wealth Planning Associate

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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.

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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).
 
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