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