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Professionals you can trust

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.

Wendy brings banking and wealth management experience to her role as Associate, Ontario Private Wealth at Nicola Wealth.

Overview

Wendy On

Associate, Ontario Private Wealth

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The content of this site is intended for U.S. residents. Please note that Nicola Wealth investments funds are generally not offered to U.S. residents at the present time. As such, the contents of this website should not be construed as as an offer of any of Nicola Wealth’s investments funds to U.S. residents. Any information, statement or opinion set forth herein is general in nature, is not directed to or based on the financial situation or needs of any particular investor, and does not constitute, and should not be construed as, investment advice, forecast of future events, a guarantee of future results, or a recommendation with respect to any particular security or investment strategy or type of retirement account. Investors seeking financial advice regarding the appropriateness of investing in any securities or investment strategies should consult their financial professional.

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Accredited investors also include certain institutions, including U.S. banks and U.S. branches of foreign banks, U.S. savings and loans associations, U.S. insurance companies, U.S. registered brokers and dealers, U.S. registered investment companies and business development companies (as defined by the U.S. Investment Company Act of 1940).
 
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