As a member of Nicola Wealth’s Planning Team in Toronto, Jessica leads business owners, high net worth individuals, and affluent families through an integrated wealth planning process. She helps her clients to understand the complexities of their current situation in order to effectively uncover opportunities and potential challenges ahead.
The dedicated advisory team at Nicola Wealth truly understands not only what is important to our clients but why the outcomes matter. This is what sets us apart and allows us to build deep, meaningful connections with clients beyond just what their rate of return is. Knowing that I play an integral part in our client’s goal achievement as part of a multi-disciplinary team provides great professional and personal satisfaction.
An honours graduate of the University of Western Ontario, Jessica holds the designations as a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Chartered Investment Manager (CIM) and most recently has earned the Financial Enterprise Advisor (FEA) designation. She is an active member of the Conference for Advanced Life Underwriting and is currently on the Board of Directors chairing the Membership & Communications Committee.
Outside of her role as a financial advisor, Jessica is active in the Toronto community volunteering with The Leacock Foundation, which provides extended learning opportunities for Toronto and South African youth in need, through literacy and other academic initiatives.
Jessica and her husband are proud dog-parents to George, a Bernese Mountain Dog and enjoy supporting the Toronto Blue Jays and travelling to Formula 1 Races.
Favourite Sport to play?
I'm an avid crossfitter but also enjoy golf during the warmer months.
Would you bungee jump?
If you had asked my last year I would have said no but I jumped off the Kawarau Bridge (the home of the original bungee) in New Zealand this year.
If you could travel anywhere in the world, where would it be?
In no particular order the Portuguese wine regions, the California coast, and hiking up Mount Kilimanjaro.
What is your favourite Canadian city other than Vancouver?
My hometown of Toronto.