Sophia joined Nicola Wealth Management in January 2005 and brings over 14 years of experience in the financial services industry.
Sophia enjoys advising and putting her knowledge and experience to use to strengthen and foster relationships with the clients of Nicola Wealth Management. Sophia’s past experiences include working for a major financial planning organization whose focus is on physicians and their family. She holds the Certified Financial Planner (CFP), Financial Management Advisor (FMA) and Chartered Investment Management (CIM) designations.
Married with 2 children, Sophia is also an adventure enthusiast and enjoys traveling and rock climbing in her spare time.