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As a Wealth Planner for over a decade, Simran understands the value of advice. He earned a Bachelor of Commerce degree from Panjab University in Chandigarh, India. He holds the Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), Certified International Wealth Manager (CIWM), Fellow of the Canadian Securities Institute (FCSI®), and Chartered Life Underwriter (CLU®) designations. A firm-believer in continued education, Simran also completed certificates in Retirement Strategy and Advanced Investment Advice from the Canadian Securities Institute.

Simran provides dedicated support to his clients who have built up significant assets, working with them on solving their complex financial needs by building financial plans and implementing tailored investment solutions.

Based in Calgary, Simran is a Wealth Advisor | Portfolio Manager with Nicola Wealth. He takes pride in providing his clients with thoughtful planning to help them meet their financial needs and reach their goals in life.

Overview

Simran Arora

Portfolio Manager

Wealth Advisor

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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.

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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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Simran Arora

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Professionals you can trust