Practice: Nicola Wealth
Firm: Nicola Wealth
Location: Kelowna, BC
Nicola Wealth’s point man in the Okanagan, Brent Thomson joined the firm in 1997 with a mandate to build and develop the company’s Kelowna office. That has translated into steady growth and a significant AUM, especially as the Okanagan becomes a retirement refuge for Vancouverites.
Growing his AUM by more than $23 million last year, Thomson is well positioned to bring in new clients as more money flows into the valley. As head of the Kelowna office, he’s brought speakers and thought leaders to the city to share their insights with his local clients.
BUSINESS CONTACT DETAILS:
Company Name: Nicola Wealth
Head Office Address: 5th Floor - 1508 West Broadway, Vancouver BC V6J 1W8
Telephone No.: 604.739.6450|