Nicola Wealth Premiere
Vancouver Island Event

Join our team in Victoria for an evening of
insights and connection.

Event Details

Monday, April 24th, 2023 | 5:30 - 9:00 pm 
Fairmont Empress Hotel 
721 Government St, Victoria, BC V8W 1W5

For over 25 years, Nicola Wealth has served the complex needs of high-net-worth families, entrepreneurs, and professionals across the country. We pride ourselves on providing superior performance and exceptional service.

Starting out in 1994 with seven staff and $80-million in assets under management, Nicola Wealth refined and developed its integrated approach to wealth management, including investments, risk management, tax planning, estate planning, and more. Today, the firm manages over $13-billion in assets, operates with over 400 staff, and serves clients across Canada, advising accomplished individuals, high-net-worth families, institutions, and foundations.

Join us as we introduce you to our team on Vancouver Island and share the integrated approach to wealth management that has contributed to Nicola Wealth's notable growth and client satisfaction. This is an opportunity to meet and connect with others while hearing from Nicola Wealth’s leadership on how we strategically navigate investing in turbulent times and add value through comprehensive financial planning.

Registration is now closed.
Thank you for your interest in this event.

Meet Our Speakers

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Kerry Foord
Wealth Advisor | Client Relationship Manager 

 

Kerry is a Wealth Advisor based in Victoria, BC. With over 25 years of experience in financial planning, Kerry has worked at two of Canada’s five largest chartered financial institutions. Most recently, Kerry spent 12 years exclusively serving Canadian physicians and their families at a national specialty wealth management firm.

 

Kerry holds the Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®) and Financial Management Advisor (FMA) designations. 

 

Link to bio

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Chris Warner
Wealth Advisor | Client Relationship Manager

 

Chris is a Wealth Advisor based in Victoria, BC. Prior to joining Nicola Wealth, Chris spent over seven years in senior advisory roles at a specialty wealth management firm dedicated exclusively to planning for Canadian Physicians and their families. He worked with incorporated professionals and high net worth clients and developed sophisticated and comprehensive retirement and estate plans for them.

 

Chris holds the Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®) and Personal Financial Planner (PFP®) designations. Chris is also a Fellow of the Canadian Securities Institute (FCSI®).

 

Link to bio

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Vanessa Flockton
Senior Vice President, Advisory Services | Client Relationship Manager 

 

As Senior Vice President, Advisory Services at Nicola Wealth, Vanessa is a member of the firm’s Senior Leadership team and is personally responsible for the strategic direction of the Advisory Services division. She oversees a team of over 100 financial advisors, associates, and insurance specialists who manage over $13 billion in assets and are dedicated to providing strategic financial planning and investment advice. In addition to her leadership role, Vanessa is an active financial advisor.

 

Vanessa is a Certified Financial Planner (CFP®) and holds the Canadian Investment Manager (CIM®) designation. She is also a member in good standing of the Financial Planning Standards Council (FPSC) and the Financial Advisors Association of Canada (Advocis). 

 

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Ben Jang
Portfolio Manager

 

Ben joined Nicola Wealth in September 2012 with extensive experience working for several multi-billion dollar investment management firms focusing on global equity, GTAA and market neutral funds. Before joining the firm, he was on the institutional portfolio management team of a Vancouver-based firm and was responsible for quantitative strategies and optimization of portfolios.

 

Ben holds a Bachelor of Science in Physics from the University of British Columbia, as well as the CAIA, CIM and DMS designations. He is an active member of the Vancouver chapter of the Professional Risk Managers’ International Association and sits on the events committee.

 

Link to bio