Our Team
Nicola Wealth Advisors are well-rounded professionals whose breadth of knowledge provides distinctive insight.
Senior Leadership Team
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Bijal Patel
CFO and Head of Private Capital
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Danielle Skipp
Senior Vice President, Corporate Development and Chief Legal Officer
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David Sung
President
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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, Real Estate
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Rob Edel
Chief Investment Officer
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Vanessa Flockton
Senior Vice President Advisory Services
Planning & Portfolio Management
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Ahmad Soleiman-Panah
Financial Advisor
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Alan O’Brien
Financial Advisor
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Arv Sooch
Business Development
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Brad Coutts
Financial Advisor
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Brent Thomson
Financial Advisor, Kelowna
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Cameron Smith
Director of Advisory Services
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Carla MacAulay
Financial Advisor
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Carolyn Shrimpton
Financial Advisor
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Chris Monnon
Financial Advisor
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David Baker
Financial Advisor
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David N. Chalmers
Financial Advisor
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Dylan Reece
Financial Advisor & Associate Portfolio Manager
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Ethan Astaneh
Financial Advisor
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Evan Turner
Financial Advisor, Kelowna
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Grace Budiono
Financial Advisor
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Howard Kwan
Financial Advisor
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Jacqueline Siah
Financial Advisor
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Jason Nicola
Financial Advisor
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Jeff Ryan
Portfolio Manager
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Jennifer Leathem
Financial Advisor
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Jessica (Sheehan) Arakgi
Financial Advisor, Toronto
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Joey Zhang
Director, Asian Client Division
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Jordan Rausch
Financial Advisor
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Jordan Rose
Financial Planner
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Joseph Hong
Financial Advisor
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Karen Ikeda
Sr Financial Advisor, Wealth Management
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Karisa Schaitel
Financial Advisor
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Katya Revenko
Financial Advisor
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Kyle Westhaver
Financial Advisor, Toronto
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Mark Therriault
Financial Advisor
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Mihaela Vulpe
Financial Advisor & Associate Portfolio Manager
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Murray Neilson
Business Development
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Nelicia Braganza
Financial Advisor
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Nick Rosenrauch
Financial Advisor
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Paul Rietkerk
Financial Advisor
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Phil Tippetts-Aylmer
Financial Advisor
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Rick Goossen
Business Development
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Robert Valenzano
Principal, Advisory Services
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Ron Haik
Senior Financial Advisor
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Russell Feenstra
Financial Advisor
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Russil Lea
Portfolio Manager
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Sean Oye
Portfolio Manager
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Shivauna Esplen
Director of Operations
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Sophia Ito
Financial Advisor
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Stan Zhu
Financial Advisor, Richmond
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Tim Esplen
Financial Advisor
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Timothy Stranks
Financial Advisor
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Tony Lee
Financial Advisor
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William Pao
Financial Advisor, Kelowna
Private Capital
Real Estate Management
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Alex Messina
Director of Acquisitions
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Dan Quon
Senior Asset Manager
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Jason Penner
Senior Asset Manager
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Josh Anderson
Director of Development
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Lisa Bernath
Paralegal
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Liz Firer-Gillespie
Director of Asset Management
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Matthew Middleton
Director of Mortgages
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Matthew Schaeffers
Director of Acquisitions
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Mary Aubrey
Director of Asset Management
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Mohit Kahlon
Senior Asset Management Analyst
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Peter Harvie
Senior Asset Manager
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Ron Bastin
Director of Acquisitions
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Roz McQueen
Director of Leasing
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Shaun Blythen
Director of Acquisitions
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Stephanie Loucas
Senior Asset Manager
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Stephanie Marshall
Senior Asset Manager
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Sveto Zvijerac
Director of Leasing
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Touraj Manshadi
Acquisitions Manager
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Vicky Hou
Asset Management Analyst
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Wayman Crosby
Executive Director, Real Estate
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Wyatt Rybchinsky
Acquisitions Manager
