Practice: Nicola Wealth
Firm: Nicola Wealth
Location: Vancouver, BC
The top female advisor on last year’s Top 50 Advisors list is back again in 2021, coming in at number 37. While Sophia Ito scaled back her total clients and AUM in 2021, she still has the seventh largest book among the Top 50. Ito says she was attracted to the industry because she had “an innate interest in problem-solving, the growing complexity of the wealth management industry and the effects it’s had on family wealth.”
With the high volume of information available to investors today, Ito felt that high-net-worth families were getting lost in the complexities of everything from tax planning to investment options. She’s built her business around helping those families and says she wants to “focus on ensuring clients are informed of the changes in the investment and wealth management landscape that directly affect them.”
When it came to handling the challenges of 2020, Ito says her greatest asset was her positive outlook. “I’ve found that staying optimistic and being available for my clients has been vital,” she says. “One positive that has come from this situation is the absence of external distractions. This has allowed time for more meaningful – virtual – connections with my clients, colleagues and, of course, my family.”
BUSINESS CONTACT DETAILS:
Head Office Address: 5th Floor - 1508 West Broadway, Vancouver BC, V6J 1W8
Telephone No.: 604.739.6450
Website: www.nicolawealth.com
