Our Team
Nicola Wealth Advisors are well-rounded professionals whose breadth of knowledge provides distinctive insight.
Company Leadership
Senior Leadership Team
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Bijal Patel
CFO and Head of Private Capital
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Chris Nicola
Chief Technology Officer
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Danielle Skipp
Managing Director, Ontario
Chief Legal Officer
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David Sung
President
Client Relationship Manager
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Heather Claridge
Senior Vice President, People and Culture
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Jamie Duncan
Chief Operating Officer
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John Nicola
Chairman & Chief Executive Officer
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Mark Hannah
Managing Director, Nicola Wealth Real Estate
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Rob Edel
Chief Investment Officer
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Vanessa Flockton
Senior Vice President, Advisory Services
Client Relationship Manager
Corporate Advisory Board
Wealth Advisory
Advisory Team
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Ahmad Soleiman-Panah
Wealth Advisor | Client Relationship Manager
Cross Border Specialist
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Alan O’Brien
Wealth Advisor
Client Relationship Manager
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Arv Sooch
Business Development
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Brad Coutts
Wealth Advisor
Client Relationship Manager
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Brent Thomson
Wealth Advisor
Client Relationship Manager
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Cameron Smith
Vice President, Advisory Services
Client Relationship Manager
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Carla MacAulay
Wealth Advisor
Client Relationship Manager
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Carolyn Shrimpton
Wealth Advisor
Client Relationship Manager
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Chris Monnon
Wealth Advisor
Client Relationship Manager
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Christopher Warner
Wealth Advisor
Client Relationship Manager
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David Baker
Wealth Advisor
Client Relationship Manager
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David N. Chalmers
Wealth Advisor
Client Relationship Manager
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Dylan Reece
Wealth Advisor
Client Relationship Manager
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Ethan Astaneh
Wealth Advisor
Client Relationship Manager
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Evan Turner
Wealth Advisor
Client Relationship Manager
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Grace Budiono
Wealth Advisor
Client Relationship Manager
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Howard Kwan
Wealth Advisor
Client Relationship Manager
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Jacqueline Siah
Wealth Advisor
Client Relationship Manager
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Jada Fleur-de-Lys
Manager, Advisory Services
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Jason Nicola
Wealth Advisor
Client Relationship Manager
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Jennifer Leathem
Wealth Advisor
Client Relationship Manager
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Jessica Arakgi
Wealth Advisor
Client Relationship Manager
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Joey Zhang
Asian Client Division Director
Client Relationship Manager
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Jordan Rausch
Wealth Advisor
Client Relationship Manager
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Jordan Rose
Wealth Advisor
Client Relationship Manager
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Joseph Hong
Wealth Advisor
Client Relationship Manager
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Karen Ikeda
Senior Wealth Advisor
Client Relationship Manager
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Karisa Schaitel
Wealth Advisor
Client Relationship Manager
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Katya Revenko
Wealth Advisor
Client Relationship Manager
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Kerry Foord
Wealth Advisor
Client Relationship Manager
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Kyle Westhaver
Wealth Advisor
Client Relationship Manager
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Laura De Sousa
Wealth Advisor
Client Relationship Manager
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Mark Therriault
VP, Business Succession and Estate Planning
Client Relationship Manager
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Mihaela Vulpe
Wealth Advisor
Client Relationship Manager
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Murray Neilson
Business Development
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Nelicia Braganza
Wealth Advisor
Client Relationship Manager
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Nick Rosenrauch
Wealth Advisor
Client Relationship Manager
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Paul Rietkerk
Wealth Advisor
Client Relationship Manager
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Phil Tippetts-Aylmer
Wealth Advisor
Client Relationship Manager
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Rick Goossen
Business Development
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Robert Valenzano
Principal, Advisory Services
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Ron Haik
Wealth Advisor
Client Relationship Manager
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Russell Feenstra
Wealth Advisor
Client Relationship Manager
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Sophia Ito
Wealth Advisor
Client Relationship Manager
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Stan Zhu
Wealth Advisor
Client Relationship Manager
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Tim Esplen
Wealth Advisor
Client Relationship Manager
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Timothy Stranks
Wealth Advisor
Client Relationship Manager
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Tony Lee
Wealth Advisor
Client Relationship Manager
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William Pao
Wealth Advisor
Client Relationship Manager
Wealth Planning Associates
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Aaron Borg
Senior Wealth Planning Associate
Client Relationship Manager
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Andrea Vincenzi
Wealth Planning Associate
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Arlene Chen
Wealth Planning Associate
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Charles Li
Senior Wealth Planning Associate
Client Relationship Manager
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Christal Vanderwal
Wealth Planning Associate
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Christopher Yee
Wealth Planning Associate
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Colton Yang
Wealth Planning Associate
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Connie Zhou
Senior Wealth Planning Associate
Client Relationship Manager
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Dami Gittens
Senior Wealth Planning Associate
Client Relationship Manager
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Eric Whiteside
Wealth Planning Associate
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Emmanuel Burguete
Wealth Planning Associate
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Evelyn Yung
Manager, Wealth Planning Associates
Client Relationship Manager
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Fahameh Paknejad
Wealth Planning Associate
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Harminder Bains
Senior Wealth Planning Associate
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Harry Bering
Wealth Planning Associate
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Helen Zhang
Wealth Planning Associate
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James McCarthy
Senior Wealth Planning Associate
Client Relationship Manager
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Jasmine Marichic
Senior Wealth Planning Associate
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Jenny Wong
Senior Wealth Planning Associate
Client Relationship Manager
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Jeremy Salvo
Wealth Planning Associate
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Joe Clain
Senior Wealth Planning Associate
Client Relationship Manager
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Jonathan Sorenson
Wealth Planning Associate
Client Relationship Manager
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Kaman Cribb
Wealth Planning Associate
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Katherine Stranks
Wealth Planning Associate
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Laurie Donaldson
Senior Wealth Planning Associate
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Lay Choo Low
Senior Wealth Planning Associate
Client Relationship Manager
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Lyn Ho
Wealth Planning Associate
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Makayla Hawthorne
Wealth Planning Associate
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Mandy Cen
Wealth Planning Associate
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Marco Lo
Wealth Planning Associate
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Max Lane
Manager, Advisory Services - Associates
Client Relationship Manager
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Mitchell Robinson
Wealth Planning Associate
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Moya Cao
Wealth Planning Associate
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Nathan Sia
Senior Wealth Planning Associate
Client Relationship Manager
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Rana Ozturk
Wealth Planning Associate
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Ryan Bevelander
Wealth Planning Associate
Client Relationship Manager
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Robyn Shaw
Wealth Planning Associate
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Sarah Morgan
Wealth Planning Associate
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Sarah Wong
Senior Wealth Planning Associate
Client Relationship Manager
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Sean Matheson
Wealth Planning Associate Intern
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Selena Woo
Vice President, Advisory Services - Associates & Operations
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Spencer Dundas
Wealth Planning Associate
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Siavash Taheri
Wealth Planning Associate
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Tamer Abdel Rahim
Wealth Planning Associate
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Victoria Ko
Wealth Planning Associate
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Yvonne Seiler
Manager, Advisory Services - Associates
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Zaman Sahi
Senior Wealth Planning Associate
Asset Management
Investment Review Board
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Cathy Carlin
Investment Review Board
Independent Advisor
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Danielle Skipp
Managing Director, Ontario
Chief Legal Officer
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David Sung
President
Client Relationship Manager
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Dylan Reece
Wealth Advisor
Client Relationship Manager
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Geoffrey S. Belsher
Investment Review Board
Independent Advisor
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John Nicola
Chairman & Chief Executive Officer
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Kevin Adolphe
Investment Review Board
Public Assets Portfolio Management
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Ben Jang
Portfolio Manager
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Brad Radin
Portfolio Manager, Head of International Equities
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Jeff Ryan
Portfolio Manager
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Jonathan Siu
Analyst, Asset Management
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Joseph Fei
Portfolio Manager
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Rob Edel
Chief Investment Officer
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Russil Lea
Portfolio Manager
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Ryan Watson
Portfolio Manager
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Sean Oye
Portfolio Manager
Private Capital Asset Management
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Ashley Ng
Director, Infrastructure
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Ben Jang
Portfolio Manager
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Bijal Patel
CFO and Head of Private Capital
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Christopher Woo
Senior Analyst, Private Capital
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Curtis Land
Senior Analyst, Mortgage Investments
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Geoff Taylor
Associate Director, Private Equity and Venture Capital
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Hamish Barley
Associate, Mortgage Investments
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Jacqueline Heath
Associate, Private Equity and Venture Capital
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Jurgen van Vuuren
Senior Director, Private Debt
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Kazuki Nohdomi
Portfolio Manager, Private Equity and Venture Capital
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Kent Sio
Associate Director, Private Equity and Venture Capital
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Mark Tiu
Associate Director, Mortgage Investments
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Matt Choi
Senior Analyst, Private Debt
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Simon Carlsen
Senior Director, Mortgage Investments
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Tim Xu
Associate Director, Private Debt
Private Capital Investment Committee
Real Estate Management
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Mary Aubrey
Director of Asset Management
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Alex Messina
Director of Acquisitions
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Meaghan Sarazin
Director of Finance
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Mark Hannah
Managing Director, Nicola Wealth Real Estate
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Josh Anderson
Director of Development
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Liz Firer-Gillespie
Director of Asset Management
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Ron Bastin
Director of Acquisitions
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Matthew Schaeffers
Director of Acquisitions
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Shaun Blythen
Director of Acquisitions
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Roz McQueen
Director of Leasing
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Sveto Zvijerac
Director of Leasing
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Matthew Middleton
Director of Real Estate Debt
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Stephanie Marshall
Director, Value Add
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Stephanie Loucas
Senior Asset Manager
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Peter Harvie
Senior Asset Manager
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Dan Quon
Senior Asset Manager
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Jason Penner
Senior Asset Manager
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Antoine Crosby
Senior Manager, Real Estate Debt
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Gary Orellana
Senior Asset Manager, Real Estate
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Andre Linaksita
Senior Development Manager
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Wyatt Rybchinsky
Acquisitions Manager
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Touraj Manshadi
Acquisitions Manager
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Justin Pang
Senior Acquisitions Analyst
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Tom Haley
Acquisitions Analyst
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Michael Quattrin
Acquisitions Analyst
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Jason Liu
Senior Analyst, Real Estate Debt
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Mohit Kahlon
Senior Asset Management Analyst
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Vicky Hou
Senior Analyst, Value Add
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Lisa Bernath
Paralegal
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Sacha Galea
Asset Management Analyst
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Keaton Wong
Asset Management Analyst
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Jake Scott
Acquisitions Analyst
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Jared Nicola
Project Coordinator
Marketing
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Alysha Karim
Event and Sponsorship Coordinator
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Aoife Loughnane
Senior Events Specialist
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Brittany Grant
Community Relations Senior Specialist
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Charis Whitbourne
Digital Marketing Manager
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Emmy Haik
Brand Coordinator
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Jammay Louie
Brand Marketing Specialist
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Lawrence Chew
Senior Manager, Brand and Creative
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Nicole Pedersen
Manager, Demand Generation
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Nicole Thompson
Marketing Communications Coordinator
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Timothy Cuffe
Director, Marketing
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Victoria Emslie
Senior Manager, Corporate Relations