Overview
Karoliina is a Wealth Planning Associate at Nicola Wealth, where she contributes to the planning process by supporting advisors in delivering consistent and thoughtful client experience. She plays a key role in maintaining strong client relationships and ensuring plans are executed with care and attention.
Prior to joining Nicola Wealth, Karoliina worked for nearly a decade at a national financial institution, where she supported high-net-worth clients across all aspects of investment and financial planning.
She holds a Bachelor of Arts in English and History from the University of British Columbia Okanagan and earned the Certified Financial Planner (CFP) designation in 2023.
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