Tim Esplen
Wealth Advisor Client Relationship Manager at Nicola Wealth
Based in Vancouver, Canada
7-day free trial · no credit card
Seniority
Manager
Department
Finance & Accounting
Location
Vancouver
Industry
Financial Services
Company size
508
Contact information
Reveal Tim's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
t•••••••@nicolawealth.com
Phone
5 credits+1 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
Background
About Tim Esplen
A successful, driven, and reliable investment and financial services advisor with over 25 years of experience in risk management, insurance strategies, and client service. An excellent communicator who works effectively with team members to accomplish company and client objectives. Core strengths include: • Trusted advisor to a wide range of high net worth individuals and colleagues • Detailed investment analysis and recommendation presentation • Highly developed interpersonal and client relationship skills • Specialized skill development with FMA, PFP® and CIM® designations • Licensed for Life and Accident & Sickness Insurance • Post secondary business education in Canada and Japan
Decision-makers
Other people at Nicola Wealth
- ZSManager
Zaman Sahi
Wealth Advisor Client Relationship Manager · Finance & Accounting
- QAStaff
Quan Addink
Account Transfer Administrator · Operations
- MHStaff
Makayla Hawthorne
Weath Planning Associate · Other
- TPStaff
Tyler Pedersen
Wealth Planning Associate · Finance & Accounting
- CMManager
Chris Monnon
Wealth Advisor Client Relationship Manager · Finance & Accounting
Build a list of verified contacts at Nicola Wealth
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like Tim
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime