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Vanessa Flockton

CFP, CIM

Senior Vice President Advisory Services

As Senior Vice President Advisory Services at Nicola Wealth, Vanessa leads a growing and dynamic team of Financial Advisors and Associates dedicated to providing business owners, professionals, foundations, and affluent families across Canada with integrated financial planning solutions and advice.

She is focused on creating a team of trusted advisors who are committed to ongoing professional development and sharing their expertise with clients and each other. Her leadership of the Advisory Services team includes responsibility for developing and implementing a strategic vision for a rapidly growing team and ensuring that the necessary structures & processes are in place for the team to deliver an exceptional client experience.

In addition to her leadership role, Vanessa works directly with clients as a trusted Financial Advisor providing strategic financial planning and investment advice to professionals, business owners and high net worth individuals.

Vanessa has been in the financial services industry since 1994. She began her career as a Commercial Account Manager with HSBC Canada and later worked in Human Resources, Operations and as a Branch Manager.

Vanessa is a Certified Financial Planner (CFP) and holds the Canadian Investment Manager (CIM) designation. She is also a member of the BCIT Finance Advisory Committee. She is a member in good standing of the Financial Planning Standards Council (FPSC) and the Financial Advisors Association of Canada (Advocis).

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. Currently, she lives in Vancouver with her husband Michael and daughter Sabina.

Vanessa is a regular contributor and speaker on behalf of Nicola Wealth for many professional associations and industry groups. She contributes regularly to local and national media publications. Most recently she sat on the Leadership Storytelling panel at the Women in Financial Industry (WIFI) conference.

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 interview and media inquiries please contact Victoria Emslie at [email protected]

Question & Answers

  • Retirement Dreams?

    Traveling with my husband and daughter

  • I can’t live with out my…

    Daughter.

  • Best concert ever attended?

    Mike Scott

  • Footwear Preference?

    Anything from high, high heels to flats

  • If you could travel anywhere in the world, where would it be?

    Italy