Overview
Claire serves as a Wealth Advisor at Nicola Wealth in Toronto, where she is dedicated to helping both individuals and institutions achieve their financial goals.
Prior to joining Nicola Wealth, Claire was a senior member of the Client Wealth Management team at Gluskin Sheff. Before that, she served as an Institutional Portfolio Manager at Phillips Hager & North, specializing in managing diverse investments, emphasizing equities for endowments, foundations, and pension funds. Her extensive expertise is rooted in a 14-year career in capital markets in Toronto and New York, where she provided guidance on hedge funds and mutual funds while working at Morgan Stanley and Scotia Capital.
Claire is a Chartered Financial Analyst (CFA) charterholder and holds a Bachelor of Arts in Economics from the University of Western Ontario. She also earned her Master of Business Administration from the Schulich School of Business at York University. Recognized for her outstanding contributions, Claire received the Return to Bay Street 2017 Award from Women in Capital Markets.
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