Performance figures for each account are calculated using time weighted rate of returns on a daily basis. The Composite returns are calculated based on the asset-weighted monthly composite constituents based on beginning of month asset mix and include the reinvestment of all earnings as of the payment date. Composite returns are as follows:

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Mandy Cen


Position

Wealth Planning Associate


Mandy joined the Wealth Planning Associate team at Nicola Wealth in October 2021.

Prior to joining the firm, Mandy worked in retail banking alongside an advisor, providing support and an outstanding client experience. Mandy graduated from the Beedie School of Business at Simon Fraser University, where she earned her Bachelor of Business Administration with a specialization in Finance. She is currently working towards her Certified Financial Planner (CFP) designation.

Outside of work, Mandy enjoys travelling, trying new restaurants, and shopping.


Question & Answers

  • If you could travel anywhere in the world, where would it be?

    Maldives.

  • What is your favorite ice cream flavor?

    London Fog.

  • Drink of choice?

    Gin & Tonic