Timothy Stranks, Cfp®, Cim®

Timothy Stranks, Cfp®, Cim® Email and Phone Number

Wealth Advisor at Nicola Wealth & Director @ Nicola Wealth
Timothy Stranks, Cfp®, Cim®'s Location
Vancouver, British Columbia, Canada, Canada
Timothy Stranks, Cfp®, Cim®'s Contact Details

Timothy Stranks, Cfp®, Cim® work email

Timothy Stranks, Cfp®, Cim® personal email

n/a
About Timothy Stranks, Cfp®, Cim®

An ambitious professional aiming to excel in providing holistic advice to help high net-worth families and individuals realize their financial goals and legacies.Making trust a priority, Tim thrives on the puzzle solving and continuous learning that comes with helping others optimize their affairs to achieve what is important to them. Outside of the office, Tim enjoys an active lifestyle and can be found skiing in the winter and biking, hiking and camping in the summer.Specialties:- Retirement Planning- Financial Planning- Corporate Planning- Tax Planning- Charitable Giving and Strategic Philanthropy- Estate and Trusts - Investment Planning

Timothy Stranks, Cfp®, Cim®'s Current Company Details
Nicola Wealth

Nicola Wealth

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Wealth Advisor at Nicola Wealth & Director
Timothy Stranks, Cfp®, Cim® Work Experience Details
  • Nicola Wealth
    Director - Nicola Wealth Private Giving Foundation
    Nicola Wealth Aug 2022 - Present
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  • Nicola Wealth
    Wealth Advisor | Client Relationship Manager
    Nicola Wealth May 2021 - Present
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  • Nicola Wealth
    Senior Financial Planning Associate
    Nicola Wealth Mar 2021 - Apr 2021
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  • Nicola Wealth
    Financial Planning Associate
    Nicola Wealth May 2019 - Feb 2021
    Vancouver, Canada Area
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  • Macdonald Shymko & Company Ltd.
    Financial Planning Assistant
    Macdonald Shymko & Company Ltd. Apr 2017 - May 2019
    Vancouver, Canada Area
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  • Coventry Building Society
    Client Assistant
    Coventry Building Society Jul 2014 - Aug 2015
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  • Lloyds Banking Group
    Junior Change Manager
    Lloyds Banking Group Jul 2013 - Jul 2014
    Leeds, United Kingdom
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Timothy Stranks, Cfp®, Cim® Skills

Finance Teamwork Risk Management Financial Analysis Accounting Microsoft Office Financial Risk Corporate Finance Portfolio Management Derivatives Time Management Investments Credit Management Customer Service Cash Management Financial Services Team Leadership Business Analysis Corporate Fraud Operational Risk Retail Banking Securities Financial Accounting Financial Regulation Financial Reporting Management Accounting Microsoft Excel Powerpoint Economics Credit Cards Aml Change Management Analysis Analytical Skills

Timothy Stranks, Cfp®, Cim® Education Details

Frequently Asked Questions about Timothy Stranks, Cfp®, Cim®

What company does Timothy Stranks, Cfp®, Cim® work for?

Timothy Stranks, Cfp®, Cim® works for Nicola Wealth

What is Timothy Stranks, Cfp®, Cim®'s role at the current company?

Timothy Stranks, Cfp®, Cim®'s current role is Wealth Advisor at Nicola Wealth & Director.

What is Timothy Stranks, Cfp®, Cim®'s email address?

Timothy Stranks, Cfp®, Cim®'s email address is ts****@****s.ac.uk

What schools did Timothy Stranks, Cfp®, Cim® attend?

Timothy Stranks, Cfp®, Cim® attended Oxford Brookes University.

What are some of Timothy Stranks, Cfp®, Cim®'s interests?

Timothy Stranks, Cfp®, Cim® has interest in Physical Challenges, Skiing, Cooking, Travelling, Ex Gb Junior Badminton Champion, Economics, Fitness, Sports, Music, Healthy Living.

What skills is Timothy Stranks, Cfp®, Cim® known for?

Timothy Stranks, Cfp®, Cim® has skills like Finance, Teamwork, Risk Management, Financial Analysis, Accounting, Microsoft Office, Financial Risk, Corporate Finance, Portfolio Management, Derivatives, Time Management, Investments.

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