Theresa Mok

Theresa Mok is an Insurance Planning Associate at Nicola Wealth, bringing over 7 years of experience in the insurance and financial services industry.

A graduate of the University of Waterloo, Theresa obtained her life license in 2019 and has since built a strong foundation in insurance planning, advisory support, and client-focused solutions. In her role, she supports Wealth Advisors and clients through insurance planning, analysis, underwriting, and case management.

Known for her strong initiative, collaborative approach, and commitment to excellence, Theresa is focused on helping clients and advisory teams identify effective insurance strategies that support broader wealth planning goals. She brings a thoughtful, solutions-oriented perspective to her work and is dedicated to delivering a high standard of service.

Outside of work, Theresa enjoys staying active through badminton, squash, swimming, biking and snowboarding. She also values self-care and wellness, and volunteers regularly with her community church and local community groups.