Manager, Financial Planning Associates @ (March 2017 - October 2020)
Director Board of Directors @ (June 2026 - Present)
Director Board of Directors @ (October 2024 - Present)
Lead, Transitions Management @ (July 2016 - March 2017)
Transitions Manager @ (October 2013 - July 2016)
Investment Counsellor Assistant @ (September 2005 - October 2013)
Sales Coordinator @ (November 2001 - September 2005)
Selena Woo Education
UBC Sauder School of Business
Leader's Window
2016-2016
Chartered Professional Accountants of Canada (CPA Canada)
CPA
2011-2014
Financial Planning Standards Council
CFP
2007-2007
University of Calgary
Bachelor of Arts (B.A.) (Economics)
1995-1999
Selena Woo Skills
Relationship-builder with Unsurpassed Interpersonal Skills
Highly Organized & Strong Analytical Abilities
Critical Thinking
Business Writing
Highly detail oriented
Computer-savvy
Articulate Communicator
Energetic team player
Strategic Financial Planning
Process Improvement
Risk Management
Financial Planning
Investments
Mutual Funds
Financial Analysis
Asset Management
Financial Services
Project Management
Management
Team Leadership
Wealth Management
Portfolio Management
Financial Modeling
Equities
Highly Organized And Strong Analytical Abilities
Relationship Builder With Unsurpassed Interpersonal Skills
Computer Savvy
Selena Woo Summary
Selena Woo, based in Vancouver, BC, CA, is currently a Vice President, Private Wealth - Associates at Nicola Wealth. Selena Woo brings experience from previous roles at Nicola Wealth. Selena Woo holds a 2016 - 2016 Leader's Window @ UBC Sauder School of Business. With a robust skill set that includes Relationship-builder with Unsurpassed Interpersonal Skills, Highly Organized & Strong Analytical Abilities, Critical Thinking, Business Writing, Highly detail oriented and more. Selena Woo has 2 emails on RocketReach.
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