Carrie Koo


Investment Associate

Spoken languages : English

  • Carrie graduated from Queen’s University with an Honours Bachelor of Commerce, specializing in Finance and Management. Being an advocate for corporate responsibility and philanthropic initiatives, Carrie has worked towards a Certificate in Social Impact designation to accompany her Commerce degree. 
  • Throughout her time at Queen’s, Carrie held the co-chair position within the Commerce society for Queen’s Commerce Kids, which is the largest outreach committee in the program that facilitated volunteering and fundraising for SickKids Hospital. Carrie continues to actively involve herself in community volunteering and fundraising initiatives. 
  • With a passion for international business and traveling, Carrie has also studied abroad in Beijing at Tsinghua’s School of Economics and Management and undertaken internships in Shenzhen and Shanghai. With an enthusiasm for wealth management and client service, Carrie looks forward to contributing to the Nicolais Wealth Management Team as they work with clients to achieve their wealth management goals. 
  • Carrie is a competitive swimmer who enjoys fashion and holistic nutrition.