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:

Back to Team

Timothy Stranks

CFP, CIM


Position

Wealth Advisor

Client Relationship Manager


Timothy Stranks

CFP, CIM

Timothy Stranks is a Wealth Advisor in the firm’s Vancouver office. Making trust a priority, Tim thrives on the puzzle solving and continuous learning that comes with helping individuals and families reach their financial goals.

He holds a Bachelor of Science in Accounting and Finance from Oxford Brookes University and holds the Chartered Investment Manager (CIM) and Certified Financial Planner (CFP) designations.

Specifically, Tim’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

Born in Oakville, Ontario and raised in the Cotswolds, England, Tim opted for Vancouver over Toronto when relocating back to Canada. Prior to working at Nicola Wealth, Tim worked at a boutique Vancouver-based financial planning and portfolio management firm and before that held various other positions in Finance in the UK. Outside of the office, Tim enjoys an active lifestyle and can be found skiing in the winter and road biking, hiking and camping in the summer.