Mihaela Gabriela Vulpe
Portfolio Manager-Aktien bei Nicola Wealth Management Ltd.
Profil
Ms. Mihaela G.
Vulpe is a Wealth Advisor & Client Relationship Manager at Nicola Wealth Management Ltd.
She joined the firm's planning team in 2011, with over 20 years of experience in the investment industry as a sales assistant and a financial planner assistant.
She currently holds the Financial Management Advisor, Chartered Investment Manager, and Certified Financial Planning designations, along with the Securities, Options, and Life Insurance Licenses, and is registered with the BCSC as an Associate Advising Representative.
Aktive Positionen von Mihaela Gabriela Vulpe
Unternehmen | Position | Beginn |
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Nicola Wealth Management Ltd.
Nicola Wealth Management Ltd. Investment ManagersFinance Nicola Wealth Management Ltd. (Nicola Wealth) is a Canadian investment management firm headquartered in Vancouver, British Columbia. The firm was founded by John M. Nicola in 1994 as John Nicola Financial Group Ltd. They are a subsidiary of NWM Holdings Ltd., which is ultimately owned by Cementir Holding NV (BIT: CEM) in Italy. They provide bespoke wealth management and asset management services to affluent individuals, families, and institutions across Canada and the US. Nicola Wealth is a signatory of the United Nations? Principles for Responsible Investment (UNPRI). | Portfolio Manager-Aktien | 01.01.2011 |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
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Unternehmensverbindungen
Private Unternehmen | 1 |
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Nicola Wealth Management Ltd.
Nicola Wealth Management Ltd. Investment ManagersFinance Nicola Wealth Management Ltd. (Nicola Wealth) is a Canadian investment management firm headquartered in Vancouver, British Columbia. The firm was founded by John M. Nicola in 1994 as John Nicola Financial Group Ltd. They are a subsidiary of NWM Holdings Ltd., which is ultimately owned by Cementir Holding NV (BIT: CEM) in Italy. They provide bespoke wealth management and asset management services to affluent individuals, families, and institutions across Canada and the US. Nicola Wealth is a signatory of the United Nations? Principles for Responsible Investment (UNPRI). | Finance |