Sarah Wong - Nicola Wealth
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Sarah Wong

CIM, CLU, FCSI, QAFP


Position

Senior Wealth Planning Associate

Client Relationship Manager


Sarah Wong

CIM, CLU, FCSI, QAFP

Prior to joining Nicola Wealth, Sarah was a Fund Accountant for a major Mutual Fund Manufacturer and had spent the past twenty years in banking and brokerage services for a major Canadian bank.

Sarah graduated with her Bachelor of Arts from Simon Fraser University, she is a Chartered Investment Manager (CIM) and Chartered Life Underwriter (CLU), and is currently pursuing her Certified Financial Planner (CFP) designation.

In her spare time, Sarah enjoys cycling, good wine with great company, devoting her time to giving back, and exploring her curiosity about the changes and initiatives happening locally and globally.

Why Nicola Wealth?

“The culture. We take good care of our clients and our company also invests in our staff. It’s a place where you can chase after your career dream and goal.”


Question & Answers

  • Best wine?

    Bordeaux from Chateau Lunch-Bages. 5th growths but delivers impressive quality. This bottle is also commonly known as "the poor man's Mouton", and its quality is as good as the 1st growths. Unfortunately, I haven’t had a chance to try the 1st growths yet, but I would love to validate this known fact one day.

  • Drink of choice?

    Odd, but no Champagne, please. She gives me painful headaches.

  • Words my father taught me:

    Don’t just make a difference but make a real difference.

  • What languages do you speak?

    I speak fluent English and Cantonese.