Performance figures for each account are calculated using time weighted rate of returns on a daily basis. The Composite returns are calculated based on the asset-weighted monthly composite constituents based on beginning of month asset mix and include the reinvestment of all earnings as of the payment date. Composite returns are as follows:

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Helen Zhang

CIM


Position

Wealth Planning Associate


Helen Zhang

CIM

Helen joined Nicola Wealth in September 2021. She has brought on board eight years of professional experience at both Scotia Wealth management and a private wealth management firm in Vancouver focusing on real-estate-related alternative investments.

In the past, Helen has worked in areas of performance reporting, investment product due diligence, as well as business development. Helen currently holds the Chartered Investment Manager (CIM) designation. In addition to learning portfolio management techniques on the Portfolio Management platform, she hopes to further hone her skills in delivering holistic wealth management solutions through further pursuing the Certified Financial Planner (CFP) designation.

Outside of work, Helen enjoys vocal music, architecture, photography, and travelling with her friends and family.


Question & Answers

  • Favourite foods?

    Spanish tapas and paella

  • Where is your dream vacation spot?

    Island of Capri

  • What languages do you speak?

    English and Mandarin