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Professionals you can trust

Brian graduated from the University of British Columbia with his Bachelor of Science degree, specializing in Statistics and Health Sciences. He has earned his Chartered Investment Manager (CIM®) and Qualified Associate Financial Planner (QAFP®) designations.

Brian is passionate about giving back and regularly provides mentorship within the firm with a focus on team members joining the firm and the Wealth Management industry.

As a Senior Wealth Planning Associate | Client Relationship Manager, Brian is equipped with a dedication to lifelong learning and a desire to deliver exceptional results.

Overview

Brian Wong

Client Relationship Manager

Senior Wealth Planning Associate

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The content of this site is intended for U.S. residents. Please note that Nicola Wealth investments funds are generally not offered to U.S. residents at the present time. As such, the contents of this website should not be construed as as an offer of any of Nicola Wealth’s investments funds to U.S. residents. Any information, statement or opinion set forth herein is general in nature, is not directed to or based on the financial situation or needs of any particular investor, and does not constitute, and should not be construed as, investment advice, forecast of future events, a guarantee of future results, or a recommendation with respect to any particular security or investment strategy or type of retirement account. Investors seeking financial advice regarding the appropriateness of investing in any securities or investment strategies should consult their financial professional.

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Accredited investors also include certain institutions, including U.S. banks and U.S. branches of foreign banks, U.S. savings and loans associations, U.S. insurance companies, U.S. registered brokers and dealers, U.S. registered investment companies and business development companies (as defined by the U.S. Investment Company Act of 1940).
 
Additionally, certain state pension funds and ERISA plans with more than $5 million total assets and certain partnerships, corporations, and trusts with more than $5 million total assets are also considered.


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