Please note that investment funds sponsored or advised by Nicola Wealth are not currently offered to U.S. residents. As such, the contents of this website should not be construed as an offer of any of Nicola Wealth’s investment funds to U.S. residents.
Are you an accredited U.S. investor?What is a U.S. accredited investor?
Before proceeding, please confirm if you are an accredited investor by checking the box above. Accredited investors are individuals with a net worth of more than $1 million, excluding the value of their primary residence, or individuals with income of more than $200,000 (or joint income of $300,000 for married couples) per year for the past two years, with a reasonable expectation that such income levels will be attained in the current year.
Accredited investors also include certain institutions, including U.S. banks and U.S.branches of foreign banks, U.S. savings and loans associations, U.S. insurance companies, U.S. registered brokers and dealers, U.S. registered investment companies and business development companies (as defined by the U.S. Investment Company Act of 1940).
Additionally, certain state pension funds and ERISA plans with more than $5 million total assets and certain partnerships, corporations, and trusts with more than $5 million total assets are also considered.
Lynn joined Nicola in February 2020 and comes to us with over 20 years of experience in the insurance industry as an Account Executive and Risk Manager.
She brings a wide range of knowledge from working with a leading brokerage firm focusing on Professional Liability Insurance catering to members of the Architects and Engineers Association of BC, along with implementing her expertise in a group program for members of the Doctors of BC, Alberta, Ontario and Saskatchewan in Commercial and Personal insurance. Outside the office, Lynn enjoys cycling, tennis, yoga and spending time with her son and Havanese X, Biscuit.
Too many amazing wines to just choose one
Love Affair (1984) with Warren Beatty and Annette Bening
Drink of choice
Red Wine or French 57
Favourite music genre
Move to Malta or Portugal