Ivan Zeng
Wealth Planning Associate at Nicola Wealth
Based in Vancouver, Canada
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Seniority
Staff
Department
Finance & Accounting
Location
Vancouver
Industry
Financial Services
Company size
508
Contact information
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i•••••••@nicolawealth.com
Phone
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Background
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.
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