Sophia Ito

Wealth Advisor Client Relationship Manager @Nicola Wealth

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

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WORK HISTORY

Jan 2005 — Present

Wealth Advisor Client Relationship Manager @Nicola Wealth

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SKILLS

Wealth ManagementLong-Term CareInvestment AdvisoryWealthAsset ManagementCritical IllnessRelationship ManagementSmall BusinessPortfolio ManagementLoansDisability InsuranceResidential MortgagesEquitiesInvestment ManagementInsuranceWealth Management ServicesFixed AnnuitiesInvestmentsSecuritiesEstate PlanningIncome ProtectionTerm Life InsurancePersonal FinanceFinancial AdvisoryPensionsFinancial ModelingIrasCommercial LendingCertified Financial PlannerFixed IncomeFinancial PlannersAsset AllocationBankingMutual FundsRisk ManagementLong Term Care InsuranceInvestment StrategiesFinancial AnalysisLife InsuranceFinance

ABOUT SOPHIA ITO

With over 20 years of experience in the financial services industry, Sophia enjoys…

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Sophia Ito — Wealth Advisor Client Relationship Manager at Nicola Wealth in Vancouver, BC, CA | Unifers