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Professionals you can trust

Sasha holds a Bachelor of Business Administration with a concentration in Business Intelligence and Value Management, along with a Financial Planning Diploma. 

Additionally, she has completed the Canadian Securities Course (CSC) and continues to grow her knowledge with plans of future certifications.

Sasha is a new Administrative Associate, where she supports Wealth Advisors and Wealth Planning Associates in delivering a high standard of client service. Sasha is eager to build her expertise in the wealth management industry. She believes strong organization, attention to detail, and responsiveness are essential to  fostering long-term client relationships.

Overview

Sasha Pavlenco

Administrative Associate

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The content of this site is intended for U.S. residents. Please note that Nicola Wealth investments funds are generally not offered to U.S. residents at the present time. As such, the contents of this website should not be construed as as an offer of any of Nicola Wealth’s investments funds to U.S. residents. Any information, statement or opinion set forth herein is general in nature, is not directed to or based on the financial situation or needs of any particular investor, and does not constitute, and should not be construed as, investment advice, forecast of future events, a guarantee of future results, or a recommendation with respect to any particular security or investment strategy or type of retirement account. Investors seeking financial advice regarding the appropriateness of investing in any securities or investment strategies should consult their financial professional.

Before proceeding, please confirm if you are an accredited investor by checking the box above. Accredited investors are individuals with a net worth of more than $1 million, excluding the value of their primary residence, or individuals with income of more than $200,000 (or joint income of $300,000 for married couples) per year for the past two years, with a reasonable expectation that such income levels will be attained in the current year.
 
Accredited investors also include certain institutions, including U.S. banks and U.S. branches of foreign banks, U.S. savings and loans associations, U.S. insurance companies, U.S. registered brokers and dealers, U.S. registered investment companies and business development companies (as defined by the U.S. Investment Company Act of 1940).
 
Additionally, certain state pension funds and ERISA plans with more than $5 million total assets and certain partnerships, corporations, and trusts with more than $5 million total assets are also considered.


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