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As Senior Vice President, Advisory Services at Nicola Wealth, Vanessa Flockton is a member of the firm’s Senior Leadership team and is responsible for the strategic direction of the Advisory Services division. She oversees a team of over 150 Wealth Advisors, Wealth Planning Associates, and Estate Planning and Insurance Specialists who are dedicated to providing professionals, entrepreneurs, foundations, and affluent families with integrated financial planning and investment advice. Vanessa’s professional responsibilities also involve holding a position on the Nicola Wealth Board of Directors and serving as an executive on Nicola Wealth’s newly established Philanthropic Advisory Board. In these roles, she plays a crucial part in guiding Nicola Wealth’s overall strategic direction, ensuring the company’s efforts align with its core mission and values. In addition to her leadership contributions, Vanessa actively works with clients as a Wealth Advisor, providing strategic advice to her clients and creating customized financial plans that bring peace of mind to the individuals and families she works with.
Talks About #clientrelationship #advisoryservices
Preferred Locations #NorthAmerica