Cassandra Cross

Cassandra Cross is Regional Director, Private Wealth at Nicola Wealth and a member of the firm’s Private Wealth Leadership Team. With nearly two decades of experience in wealth management, she works with high-net-worth families, entrepreneurs, business owners and professionals to navigate the complexities of significant wealth.

In her leadership role, Cassandra supports the growth of Nicola Wealth’s advisory business across Western Canada, with a focus on advisor development, mentorship and community engagement. She also maintains an active wealth advisory practice, providing integrated advice across investment management, financial planning, tax and estate considerations, business succession and intergenerational wealth.

Cassandra serves on the Board of Directors of Wings of Hope Breast Cancer Foundation and on the National Council of Arthritis Society Canada.

She holds a Bachelor of Commerce from the University of Saskatchewan and the CFP® and CIM® designations. Cassandra is also insurance licensed across Alberta, British Columbia and Ontario.