Colton Yang

Senior Wealth Planning Associate | Client Relationship Manager at Nicola Wealth

Colton Yang is a finance and marketing professional with a Bachelor of Science degree from NYU Stern School of Business. Colton has extensive experience in the wealth management sector, currently serving as a Wealth Planning Associate at Nicola Wealth since September 2021. Prior roles include positions at Aviso Wealth, where Colton held multiple titles, including Registered Plans Administrator II and Commissions Administrator from March 2019 to September 2021, and an Investor Relations Analyst at Okapi Partners LLC. Colton’s professional background also features roles in venture capital and insurance, with experience as a Venture Associate at Quake Capital Partners and an Insurance Agent at American Income Life Insurance Company.

Location

Vancouver, Canada

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Nicola Wealth

Nicola Wealth is a full-service Wealth Management firm with offices across Canada. More than a financial planning firm, we offer sophisticated financial advice and investment management to affluent families, foundations and institutions across North America.


Headquarters

Vancouver, Canada

Employees

501-1,000

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