![Margarita Vasquez](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Margarita Vasquez
Plus aucun poste en cours
Finance
Profil
Ms. Margarita Vasquez is Financial Advisor & Associate Portfolio Manager at Nicola Wealth Management Ltd.
With over a decade of experience in the financial industry (having worked previously with the BC Securities Commission), she has also completed her Certificate in Financial Planning at BCIT and holds the Certified Financial Planning designation.
She is dually licensed to provide life and disability insurance solutions in B.C.
and Ontario, and has completed industry standard courses such as the Canadian Securities Course.
Anciens postes connus de Margarita Vasquez
| Sociétés | Poste | Fin |
|---|---|---|
Nicola Wealth Management Ltd.
 Nicola Wealth Management Ltd. Investment ManagersFinance Nicola Wealth offers a broad range of diversified investments that generate stable cash flow with less volatility than a typical "stocks and bonds" portfolio. Their investment philosophy doesn't rely solely on price appreciation. The firm believes that cash flow investing delivers accelerated wealth building while assuring flexibility to rebalance, protection from market volatility, and peace of mind that the clients are earning a sustainable income. | Gestionnaire de Portefeuille-Actions | - |
Expériences
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Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Nicola Wealth Management Ltd.
Nicola Wealth Management Ltd. Investment ManagersFinance Nicola Wealth offers a broad range of diversified investments that generate stable cash flow with less volatility than a typical "stocks and bonds" portfolio. Their investment philosophy doesn't rely solely on price appreciation. The firm believes that cash flow investing delivers accelerated wealth building while assuring flexibility to rebalance, protection from market volatility, and peace of mind that the clients are earning a sustainable income. | Finance |
