Wealth Planning Associate
Current
Jun 2023 - Present
AeroLeads people directory · profile
Ivan Zeng Email & Phone Number
Wealth Planning Associate
at
Nicola Wealth
1 work email found
@nicolawealth.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
Wealth Planning Associate
Location
Greater Vancouver Metropolitan Area, Canada, Canada
Who is Ivan Zeng? Overview
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Quick answer
Ivan Zeng is listed as Wealth Planning Associate at Nicola Wealth, based in Greater Vancouver Metropolitan Area, Canada, Canada. AeroLeads shows a work email signal at nicolawealth.com and a matched LinkedIn profile for Ivan Zeng.
Ivan Zeng previously worked as Weath Planning Associate Intern at Nicola Wealth and Technical Specialist at Shaw Communications. Ivan Zeng holds Bachelor Of Business Administration - Bba, Financial Planning from British Columbia Institute Of Technology.
Company email context
Email format at Nicola Wealth
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{first_initial}{last}@nicolawealth.com
86% confidence
AeroLeads found 1 current-domain work email signal for Ivan Zeng. Compare company email patterns before reaching out.
Profile bio
About Ivan Zeng
Aspiring CFP holder currently completing the Financial Planning Diploma at BCIT. During my studies, I have completed over 20 different courses and Level 1 of the CSC. Some courses included at BCIT are, Accounting, Taxation, Economics, Financial Planning, and Securities. These classes have equipped me with skills to confidently apply the essentials of finance and investment knowledge in the real world. Despite being the youngest employee at my first and second job, I was confident in connecting with customers and help produce sales with my communication skills. Ablility to communicate in Mandarin, Cantonese, Enping (dialect of Cantonese), and English.
Current workplace
Ivan Zeng's current company
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4 roles
Ivan Zeng work experience
A career timeline built from the work history available for this profile.
Weath Planning Associate Intern
Jun 2022 - May 2023
Technical Specialist
-Supported 35 customers per day through troubleshooting to promote solutions with detailed and concise communication. -Analyze data and statistics to propose viable solutions -Maintain and repair IT systems to improve customer services
Feb 2020 - Apr 2021
Sales Associate
-Enhancing customer experience through active engagement -Effective communication to satisfy customer needs and concerns
Oct 2017 - Apr 2019
1 education record
Ivan Zeng education
FAQ
Frequently asked questions about Ivan Zeng
Quick answers generated from the profile data available on this page.
What company does Ivan Zeng work for?
Ivan Zeng works for Nicola Wealth.
What is Ivan Zeng's role at Nicola Wealth?
Ivan Zeng is listed as Wealth Planning Associate at Nicola Wealth.
What is Ivan Zeng's email address?
AeroLeads has found 1 work email signal at @nicolawealth.com for Ivan Zeng at Nicola Wealth.
Where is Ivan Zeng based?
Ivan Zeng is based in Greater Vancouver Metropolitan Area, Canada, Canada while working with Nicola Wealth.
What companies has Ivan Zeng worked for?
Ivan Zeng has worked for Nicola Wealth, Shaw Communications, and Mountain Warehouse.
How can I contact Ivan Zeng?
You can use AeroLeads to view verified contact signals for Ivan Zeng at Nicola Wealth, including work email, phone, and LinkedIn data when available.
What schools did Ivan Zeng attend?
Ivan Zeng holds Bachelor Of Business Administration - Bba, Financial Planning from British Columbia Institute Of Technology.
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