Sophia Ito
Wealth Advisor Client Relationship Manager @Nicola Wealth
Vancouver, BC, CA
EMAILS
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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