CFP, CIM, BBA
Russell joined Nicola Wealth is 2017, with over 13 years of experience in financial services. He has provided comprehensive financial planning solutions since 2012, and enjoys working closely with clients to develop and implement customized wealth accumulation and retirement income strategies, tailored for each client’s unique circumstances.
A graduate of Capilano University with a Bachelor of Business Administration Degree, Russell holds the designations of Certified Financial Planner (CFP) and Chartered Investment Manager (CIM). Russell is licensed with the BC Insurance Council and is working towards his Chartered Life Underwriter (CLU) designation.
Russell is a member in good standing of the Financial Advisors Association of Canada (Advocis) and the Financial Planning Standards Council (FPSC), and subscribes to their respective codes of ethics and rules of conduct.
A native of Vancouver, Russell enjoys an active lifestyle that includes spending time travelling with his wife and young son and playing hockey, softball and golf.
Question & Answers
Wise words my father taught me:
If a job’s worth doing, it’s worth doing well.
Where is your dream vacation spot?
Favourite restaurant in Vancouver?
What would be your last meal?
Steak & Lobster
I can’t live with out my…