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Professionals you can trust

Jocelyn brings over seven years of valuable experience from her previous roles at Richardson Wealth and CIBC Wood Gundy, where she honed her skills in client service and financial services administration. She has developed a strong foundation in client support and is passionate about fostering meaningful client relationships while enhancing the overall client experience.

Outside of work, you can find her in a group fitness class, trying a new cafe or restaurant, or watching basketball games (go Warriors and Knicks)!

Jocelyn joined the Private Wealth team at Nicola in 2024 and has been in the wealth management industry since 2016. 

Overview

Jocelyn To

Administrative 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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