Senior Vice President Advisory Services
As Vice President Advisory Services at Nicola Wealth, Vanessa oversees a team of financial advisors dedicated to providing professionals, entrepreneurs, foundations, and affluent families with integrated strategic financial planning. Her leadership of our growing Advisory Team includes establishing mentorship, effective knowledge and skill sharing, and ensuring a high level of client satisfaction.
In addition to her leadership role, Vanessa provides 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.
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 is also a Certified Financial Planner (CFP) and holds the Canadian Investment Manager (CIM) designation. She is also a member of the BCIT Finance Advisory Committee and the Advisors Edge Editorial Board. 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, industry groups and regularly contributes to local and national media publications. Most recently she sat on the Leadership Story telling panel at the Women in the Financial Industry Conference (WIFI).
Some of the groups and publications Vanessa has contributed to include:
For all interview and media inquiries please contact Victoria Emslie at [email protected]
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?