Vanessa focuses on building meaningful relationships, based on trust, that allow her to have a deep understanding of her clients’ financial situation and build financial plans that create peace of mind for the individuals and families she works with.
Vanessa has been in the financial services industry since 1994. She began her career as a Commercial Account Manager with HSBC Bank Canada and later worked in Human Resources, Operations and as a Branch Manager. Vanessa has been an active member of the Nicola Wealth Planning Team since 2010, is part of the Planning Team Leadership Group and also sits on the firm’s Marketing Committee.
Vanessa provides strategic advice to professionals, business owners and high net worth Individuals. She creates financial plans that include retirement and income planning, cash flow and debt management, investment management, tax and estate planning and risk management.
Vanessa graduated with Great Distinction from the Bachelor of Commerce program at McGill University. She is a Certified Financial Planner (CFP), holds the Canadian Investment Manager (CIM) designation and has completed the BC Life License Qualification Program.
Vanessa is a member in good standing of the following professional organizations and subscribes to their respective codes of ethics and rules of conduct:
- FPSC – Financial Planning Standards Council
- Advocis – The Financial Advisors Association of Canada
Raised in Eastern Ontario, Vanessa currently lives in Vancouver with her husband, Michael and her daughter, Sabina. In her spare time, Vanessa enjoys traveling, hiking and spending time with her family.
Question & Answers
Traveling with my husband and daughter
I can’t live with out my…
Best concert ever attended?
Anything from high, high heels to flats
If you could travel anywhere in the world, where would it be?