CIM
Position
Senior Wealth Planning Associate
Client Relationship Manager
Contact
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.
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).
In her free time, Jenny enjoys tennis, travelling, and spending quality time with her family.
“We are a top-notch wealth management firm that provides exceptional service to their clients. You know it’s a great place to work when the company also takes care of their people.”
Favourite music genre?
Alternative Rock
Best concert ever attended?
U2’s Joshua Tree concert in Vancouver
I can’t live without my…
Family
What is your favourite Canadian City other than Vancouver?
Montreal or Quebec City
