Overview
Lena is an experienced financial professional with a passion for investment analysis and wealth management.
Prior to joining Nicola Wealth, Lena worked in the Financial Services industry at a major Canadian bank where she assisted clients with credit lending and investment management.
Lena's education includes a Bachelor of Commerce from the Sauder School of Business at the University of British Columbia, and a Master of Science in Finance from Simon Fraser University. She has also earned her Chartered Investment Manager (CIM®) designation.
As an Analyst/Trader on the Nicola Wealth Public Assets Team, Lena supports investment analysis and trading activities. She believes that investment analysis is both an art and a science, and that everyone brings their unique perspectives to the industry.
In her free time, Lena enjoys playing the piano and going for walks around the city. She also values the importance of educating others about wealth management, believing that everyone should have the opportunity to achieve their financial goals and enrich their lives. Lena believes that the key to success is putting care into every task, and she strives to do so in both her personal and professional life.
Questions & Answers
- Favourite movie? The Sound of Music
- Favourite restaurant in Vancouver? Cafe Xu Hue
- What languages do you speak?English and Mandarin
Professionals you can trust
Speak with a member of our Advisory Team to discuss your situation and learn how we can help.
Meet With Us