Saturday, January 7, 2023
HomeWealth ManagementNicola Wealth welcomes two new wealth planners

Nicola Wealth welcomes two new wealth planners

Arora likewise attracts from greater than a decade of business expertise to tell his new function in Nicola Wealth. Along with his being a licensed monetary planner, chartered funding supervisor, and licensed worldwide wealth supervisor, Arora has accomplished certificates in retirement technique and superior funding recommendation from the Canadian Securities Institute.

“I’m excited to be becoming a member of Nicola Wealth,” mentioned Cross. “Their concentrate on holistic monetary planning and distinctive consumer expertise, paired with an unique funding providing, is one thing I’m trying ahead to presenting to purchasers all through Alberta and past.”

Arora admitted that what initially attracted him to Nicola Wealth was its vary of investments – significantly in personal belongings.

“Nonetheless, the extra I realized in regards to the agency’s progress technique and collaborative tradition, the extra obvious it was that this was a possibility I couldn’t resist,” Arora mentioned, echoing the same sentiment from one of many agency’s wealth advisors in an interview with Wealth Skilled final December.

Nicola Wealth management has been investing within the progress of its advisory workforce and hand-picked planning specialists with an entrepreneurial drive.



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