Suggested:

Katya Revenko

CFP®, CIM®, CLU®
Wealth AdvisorPractice Management Lead, Business Management
krevenko@nicolawealth.com|604-484-1280

Overview

Katya is a Wealth Advisor and Practice Management Lead, Business Management, based in the firm’s Vancouver office, where she delivers a comprehensive and personalized approach to wealth management.

Since starting in the industry in 2008, Katya has developed extensive experience advising high-net-worth individuals and families. She takes the time to understand what matters most to each client, providing thoughtful, tailored guidance across all aspects of their financial lives. Her expertise spans comprehensive financial planning, including retirement planning, wealth accumulation strategies, insurance solutions, estate and tax planning, and investment guidance.

In addition to her advisory work, Katya serves as Practice Management Lead for the Business Management division, where she supports fellow advisors in effectively scaling and managing their practices.

Katya holds a Bachelor of Business Administration with a concentration in Finance from Simon Fraser University. She is a Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), and Chartered Life Underwriter (CLU®). She is also actively involved in various technology initiatives at Nicola Wealth.


Insights from Katya

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