Connie Zhou

Senior Wealth Planning Associate | Client Relationship Manager at Nicola Wealth

Connie Zhou, BCom, CIM®, CFP®, is a Senior Wealth Planning Associate and Client Relationship Manager at Nicola Wealth where Connie Zhou, provides wealth management strategies for high net worth individuals. Prior to this role, Connie Zhou, worked at HollisWealth as a Financial Planning Associate and Investment Advisor Assistant. Connie also has experience as a Junior Financial Analyst at Syscon Justice Systems and as a Finance Assistant at The University of British Columbia. Connie Zhou, holds a Bachelor of Commerce (B.Com.) degree in Finance from The University of British Columbia and has completed various certifications from the Canadian Securities Institute.

Location

Vancouver, Canada

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Nicola Wealth

Nicola Wealth is a full-service Wealth Management firm with offices across Canada. More than a financial planning firm, we offer sophisticated financial advice and investment management to affluent families, foundations and institutions across North America.


Headquarters

Vancouver, Canada

Employees

501-1,000

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