Lucy So

Vice President, Institutional Client Relationship Manager at Nicola Wealth

Lucy So has worked in various roles within the financial industry, starting her career at RBC Dominion Securities and later transitioning to Connor, Clark & Lunn Investment Management and Nicola Wealth. With a Bachelor of Commerce degree in Finance from the University of Alberta, Lucy has moved up the ranks from Investment Advisor Associate to her current position as Vice President, Institutional Client Relationship Manager.

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Timeline

  • Vice President, Institutional Client Relationship Manager

    October, 2022 - present