Rebecca Ashley

Finance

Consumer Services

Profile

Ms. Rebecca Ashley is Special Projects Coordinator at Nicola Wealth Management.
She joined NWM in 2003, bringing over 20 years of experience in the financial services industry.
She holds the Certified Financial Planner (CFP) designation, Chartered Life Underwriter (CLU) designation and Financial Management Advisor (FMA) designation as well as being dually licensed for Mutual funds and Life Insurance.
Ms. Ashley holds a Bachelor of Commerce degree from Royal Roads University, with a major in Entrepreneurial Management, giving her the tools to understand the specific financial needs and challenges faced by today's small business owners and professionals.
With her commitment to excellent service, she looks forward to building strong relationships with our clients and assisting them in attaining their financial goals.

Former positions of Rebecca Ashley

Companies	Position	End
Nicola Wealth Management Ltd. Nicola Wealth Management Ltd. Investment ManagersFinance Nicola Wealth Management Ltd. (Nicola Wealth) is a Canadian investment management firm headquartered in Vancouver, British Columbia. The firm was founded by John M. Nicola in 1994 as John Nicola Financial Group Ltd. They are a subsidiary of NWM Holdings Ltd., which is ultimately owned by Cementir Holding NV (BIT: CEM) in Italy. They provide bespoke wealth management and asset management services to affluent individuals, families, and institutions across Canada and the US. Nicola Wealth is a signatory of the United Nations? Principles for Responsible Investment (UNPRI).	Corporate Officer/Principal	-

See the detail of Rebecca Ashley's experience

Training of Rebecca Ashley

Royal Roads University

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies