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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Nelicia Braganza



Wealth Advisor

Client Relationship Manager

Nelicia Braganza


Nelicia Braganza is a Wealth Advisor in the firm’s Vancouver office. Working to educate clients about planning for their financial future, she thrives on empowering her clients to make smart financial decisions.

With education at the forefront of her practice, Nelicia works to build a partnership like relationship with her clients, offering personalized financial solutions to create and preserve their wealth. She works to provide her clients a strong understanding of the solutions recommended; as she firmly believes money should never be a stumbling block, that holds people back from leading fulfilled lives.

Nelicia’s practice includes:

  • Retirement planning:  Creating plans and strategies to meet retirement income goals and maximize after-tax retirement income
  • Financial planning: Creating and monitoring a financial plan to help stay on track to  meeting financial and life goals
  • Corporate planning:  Helping to effectively accumulate wealth by monitoring taxes to maximize retirement assets
  • Tax planning: Keeping clients updated on the latest tax changes, how they might be impacted, and suggesting modifications to existing plans/strategies, if needed.
  • Estate and trusts: Efficiently transferring wealth to the next generation
  • Charitable giving: Helping clients maximize their charitable legacy

Nelicia has earned two graduate degrees, a Master of Business Administration (MBA) with a specialization in Finance, and a Master of Science in International Business (MSc.). She has also acquired her Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations and is licensed with the BC Insurance Council.

When not in the office, Nelicia enjoys travelling, exploring B.C.’s backyard, drawing, and music.