Performance figures for each account are calculated using time weighted rate of returns on a daily basis. The Composite returns are calculated based on the asset-weighted monthly composite constituents based on beginning of month asset mix and include the reinvestment of all earnings as of the payment date. Composite returns are as follows:

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Vanessa Flockton

CFP, CIM


Position

Senior Vice President, Advisory Services

Client Relationship Manager


Vanessa Flockton

CFP, CIM

As Senior Vice President, Advisory Services at Nicola Wealth, Vanessa is a member of the firm’s Senior Leadership team and is personally responsible for the strategic direction of the Advisory Services division. She oversees a team of over 100 financial advisors, associates, and insurance specialists who manage over $12 billion in assets and are dedicated to providing professionals, entrepreneurs, foundations, and affluent families with integrated strategic financial planning and investment advice.

In addition to her leadership role, Vanessa is an active financial advisor providing strategic advice to professionals, business owners, and high-net-worth individuals. She creates customized financial plans that instill peace of mind for the individuals and families she works with.

With a wide breadth of experience, Vanessa has been in the financial services industry since 1994, beginning her career as a Commercial Account Manager with HSBC Canada and later worked in Human Resources, Operations and as a Branch Manager before becoming a Financial Advisor. Vanessa is a Certified Financial Planner (CFP) and holds the Canadian Investment Manager (CIM) designation. She is also a member in good standing of the Financial Planning Standards Council (FPSC) and the Financial Advisors Association of Canada (Advocis).

With a keen interest in building diversity and empowering the next generation, Vanessa is a senior sponsor and member of the Nicola Wealth Women’s LEAD Initiative as well as a board member for the BC Children’s Hospital Foundation. Raised in Ontario, Vanessa graduated with Great Distinction from the Bachelor of Commerce program at McGill University, alongside a minor in Chinese Languages and Literature, in which she spent time studying in China.

Vanessa is a regular contributor to media publications and some of the groups and publications Vanessa has contributed to include:

Wealth Professional: Always Moving forward

Globe and Mail: Nicola Wealth’s entrepreneurial spirit inspires its people

Wealth Professional: Wealth firm plans major Ontario expansion

Wealth Professional: Why asset mix reduces clients’ stress levels 

Globe and Mail: A big fear for wealthy families: spoiled kids

* For all interviews and media inquiries please contact Nicole Thompson at [email protected].