The content of this site is intended for U.S. residents. Please note that Nicola Wealth investment 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 an offer of any of Nicola Wealth’s investment 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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Carolyn forms close and longstanding relationships with her clients; not only working with high net worth individuals but also their families, generation after generation. A testament to the outstanding level of trust she has earned, many of Carolyn’s clients have known her for over 20 years and confidently refer their friends and family.
A graduate of Queens University, Carolyn moved to Vancouver and launched her career. She has now been in the financial services industry for over 25 years. Carolyn is part of the original family, working with John Nicola prior to Nicola Wealth’s inception.
As a longstanding CALU member, Carolyn has been re-elected for the 9th year now as a member of the CALU Finance and Audit Committee. She has also successfully passed her Canadian Securities Course, IFIC (Investment Funds) and is licensed with the BC Insurance Council.
Carolyn is a member in good standing of the Financial Advisors Association of Canada (Advocis).
Carolyn has truly embraced the West Coast lifestyle and enjoys escaping the city by walking the trails around Buntzen Lake and the North Shore mountains. She is most proud of her family; spending her precious spare time with her husband Mark and sons Hamilton and Carsten.
Best concert ever attended?
Rolling Stones in Vancouver
Purchasing her first car at age 34, all vehicles are a welcomed luxury!
Harrison Ford/Meryl Streep
Sushi & Italian
Were you named after anyone?
A beautiful lady my mother met at a party in New York City