Overview
Wendy brings banking and wealth management experience to her role as Associate, Ontario Private Wealth at Nicola Wealth.
Prior to joining the firm, Wendy held the position of Associate on the Client Wealth Management team at Gluskin Sheff. Before that, she gained valuable experience as an Investment Specialist Administrator at Scotiabank, Global Wealth Management.
Wendy's academic background includes a Bachelor of Commerce degree from Ryerson University, accompanied by certifications in Investment Funds (IFIC) and Personal Services Financial Advice (PSFA).
Outside her professional life, Wendy indulges in her passion for exploring new restaurants and spending quality time with friends and family.
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