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Sophia Ito, Financial Advisor

Nicola Wealth

1508 West Broadway, Vancouver, B.C., V6J 1W8

Team Assets (Custodied)

$1-billion

Typical Size of Household Accounts

$1-million -
$18.1-million

Minimum Account Size for New Business

$1-million

Typical Net-Worth of Relationships

$2-million -
$120-million

Sophia Ito is a Senior Financial Advisor with Nicola Wealth, and has over 20 years of experience in the financial services industry. She ensures that the foundation of every wealth management plan includes a thoughtful process. One that ensures the efficient transfer of wealth to the next generation, so that wealth is protected.

For clients, the complicated nature of taxes, growing number of investment vehicles, and increasingly fractured ways of disseminating important information can be a challenge. Sophia says a number of high-net-worth families are getting lost in the complexities. She enjoys helping clients to understand, plan and prepare their wealth management strategies. All while ensuring they’re informed of the changes in the investment and wealth management landscape that directly affect them.

Sophia holds designations as a Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®) and Financial Management Advisor (FMA). Additionally, she is licensed with the British Columbia Insurance Council. She has been named by Wealth Professional among Canada’s Top 50 Advisors for two consecutive years.

Married with two daughters, Sophia is an outdoors enthusiast and enjoys traveling during her spare time.


Advertising feature produced by Globe Content Studio. The Globe’s editorial department was not involved.