The content of this site is intended for U.S. residents. Please note that Nicola Wealth investment 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 an offer of any of Nicola Wealth’s investment 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.
Are you an accredited U.S. investor?
Karisa Schaitel brings with her over 15 years of banking, investment, and wealth management experience both within Canada and internationally.
Karisa is an approachable person interested in learning about her clients, and the unique financial issues they face as high net worth families, incorporated professionals or business owners. With a clear understanding of client needs and objectives, she uses her in-depth technical knowledge in collaboration with other key advisors to develop a strategy to move them forward.
Karisa’s advisory experience includes:
Most recently, Karisa spent four years as a Financial & Tax Planner at a Vancouver-based independent, full-service investment firm. Karisa is a Chartered Professional Accountant (CPA), Chartered Accountant (CA), Certified Management Accountant (CMA) and Certified Financial Planner (CFP).
In her spare time, Karisa enjoys spending time with her family and friends, running and travelling.
Over the past year, Karisa has been awarded the following:
Best concert ever attended?
What is your favourite Canadian City other than Vancouver?
Would you bungee jump?
What is your favorite ice cream flavor?
Any flavor by Ernest Ice Cream