With a focus on financial and estate planning, Iwona Nicastri brings extensive expertise to her clients across the Lower Mainland and Vancouver Island. Since entering the industry in 2007, she has specialized in working with business owners, families, and individuals, providing customized strategies that empower her clients to make informed decisions and secure their financial future.

Holding advanced designations as a Chartered Investment Manager (CIM), Chartered Life Underwriter (CLU), and Certified Financial Planner (CFP), Iwona is passionate about lifelong learning and continuously seeks opportunities to expand her knowledge. Her deep understanding of insurance and wealth planning allows her to deliver comprehensive, holistic strategies tailored to each client’s unique needs.

Beyond her professional commitments, Iwona is an active community leader and currently serves as Vice President of the Oceanside Youth Football Association. Volunteering and supporting local initiatives are core to her values. Alongside her husband, Mike, and their three children—Antonella, Franco, and Leighonna—she enjoys traveling, exploring new destinations, and spending quality time together as a family. Recently, Mike and Iwona have taken up golfing, blending their love for adventure with some friendly competition.

Iwona’s dedication to her family, clients, and community shapes everything she does. Whether working with business owners or guiding families through comprehensive financial and estate planning, she offers personalized strategies that align with her clients’ goals and values. Her priority is building strong, lasting relationships rooted in trust, expertise, and care—ensuring every client feels confident and supported throughout their financial journey.