Profile
"West Oak’s success has come from always putting our clients’ best interests first and always finding ways to improve and add more value to them"
Andrew mcquiston,
west oak family office, wellington-altus private wealth
With over two decades in the financial services industry, Selena Woo brings passion and expertise to her role as vice president, advisory services – associates and operations at Nicola Wealth. She leads one of the largest teams in the firm, overseeing the management of three pivotal groups: Wealth Planning Associates, Advisory Services Operations, and Insurance Services Operations. Woo is a key management member and leader responsible for building and empowering a team of managers, client-facing associates, and an operational team to support the growth of the advisory services division and create ongoing career opportunities.
An alumna of the University of Calgary, Woo graduated with a bachelor’s degree in economics and holds the Certified Financial Planner, Chartered Professional Accountant and Certified Management Accountant designations. She is a member of the Women’s Leadership, Excellence, Achievement, Diversity (LEAD) Steering Committee and is the host of the Women’s LEAD podcast at Nicola Wealth, dedicated to celebrating and lifting women from all backgrounds by sharing their stories. Selena is also involved with Junior Achievement, teaching financial literacy to youth, and is passionate about providing mentorship to inspire others to achieve personal and professional success by being an inspiring role model for diverse leaders.
Outside of the office, Woo is a self-proclaimed foodie, enjoys arts and crafts with her two kids, and explores cabin life throughout BC with her young family and labradoodle puppy.
5th Floor – 1508 West Broadway Street, Vancouver, BC V6J 1W8
604 235 5443
swoo@nicolawealth.com
linkedin.com/in/selena-woo-cfp-cpa-cma-6979653
nicolawealth.com
Selena Woo
Vice President, Advisory Services – Associates and Operations
Nicola Wealth
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Home
Bio
Milestones
Profile
Milestones
2020–present
Insurance Business Magazine | Key Media
Deputy Principal at Australian Christian College - Southlands
Doctor of Education
2020–present
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2021
Ted Talk in collaboration with key media
Year 7 Community Leader and Leader for Learning Technologies and Platforms at Northern Beaches Christian School
Master of Business Administration, 2017–2019
2021
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2000–2001
2001–2005
2005–2013
2013–2017
2017–present
Read on
Special Report
Home
Bio
Milestones
Profile
Milestones
Insurance Business Magazine | Key Media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
Ted Talk in collaboration with key media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
Ted Talk in collaboration with key media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
Ted Talk in collaboration with key media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
Ted Talk in collaboration with key media
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2000–2001
2001–2005
2005–2013
2013–2017
2017–present
Read on
Special Report
Home
Bio
Milestones
2022
2013–2017
2005–2013
2001–2005
2000–2001
2017–present
Insurance Business Magazine | Key Media
2017–2020: Manager, Financial Planning Associates at Nicola Wealth
2020–2021: Senior Manager, Financial Planning Associates at Nicola Wealth
2021–2022: Director, Advisory Services – Associates Group at Nicola Wealth
2022–present: Vice President, Advisory Services – Associates and Operations at Nicola Wealth
2017–present
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2013–2017
Human Resources Magazine | key media
Lead, Transitions Management at Connor, Clark & Lunn Financial Group
2013–2017
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2005–2013
Human Resources Magazine | key media
Investment Counsellor Assistant at RBC PH&N Investment Counsel
2005–2013
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2001–2005
Human Resources Magazine | key media
Sales Coordinator at Invesco CanadA
2001–2005
1997
2000–2001
human resources | key media
Financial Assistant at Integral Financial Services
2000–2001
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Milestones
2017–present
Insurance Business Magazine | Key Media
2022
Excellence awardee – Independent Mortgage Adviser of the Year category at the New Zealand Mortgage Awards
2022
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2022
2020–present
Insurance Business Magazine | Key Media
Deputy Principal at Australian Christian College - Southlands
Doctor of Education
2020–present
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2021
Launched his own business,
Ascend Financial Services
2022
2022
Insurance Business Magazine | Key Media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2021
Launched his own business,
Ascend Financial Services
2022
Vice President, Advisory Services – Associates and Operations
Nicola Wealth
Selena Woo
