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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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.