Jasmine Marichic

Wealth Advisor Client Relationship Manager @Nicola Wealth

Vancouver, BC, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2023 — Present

Wealth Advisor Client Relationship Manager @Nicola Wealth

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EDUCATION

2008 — 2010

BCIT

Financial Management Diploma, Finance

2008 — 2011

Canadian Securities Institute

Canadian Securities Course, Personal Financial Planning Course, and Conduct and Practices Handbook

2006 — 2007

Langara College

Marketing Diploma

SKILLS

InvestmentsInvestment StrategiesWealth ManagementSalesforce AdministratorDataphileAdobe Creative SuiteMicrosoft ExcelMicrosoft WordMicrosoft OfficeBloombergInsuranceStrategic Financial PlanningAsset AllocationTradingInvestment AdvisoryFinancial PlanningPortfolio ManagementFinanceSecuritiesAsset Management

ABOUT JASMINE MARICHIC

I work alongside business owners, professionals and executives that are interested in protecting their wealth and making continuous improvements every year to their current financial position with planning strategies and pension fund style approach to investing. Goal Based Financial Planning | Cash Flow & Debt Assessment | Investments & Portfolio Analysis | Tax Planning | Retirement | Estate Planning | Corporations | Charitable Giving | Insurance & Risk Management | CONTACT: j••••••••@nicolawealth.com

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Jasmine Marichic — Wealth Advisor Client Relationship Manager at Nicola Wealth in Vancouver, BC, CA | Unifers