Wendy Xu

Wendy is a Wealth Planning Associate at Nicola Wealth, where she supports clients with personalized financial strategies and long-term planning solutions. Prior to joining Nicola Wealth, she worked with a national investment counsel dedicated to physicians and their families, as well as a major Canadian bank.

Wendy holds a Bachelor of Commerce from the University of Victoria, has successfully completed all three levels of the CFA Program, and is currently pursuing the Certified Financial Planner (CFP®) designation. Passionate about continuous learning and building meaningful relationships, she is committed to helping clients achieve their financial goals.

Outside of work, Wendy enjoys exploring new cultures through travel and spending time outdoors with family and friends.