Suggested:

David Poster

CFA®
Chief Financial Officer

Overview

As Chief Financial Officer at Nicola Wealth, David leads the firm’s financial strategy and operations, overseeing corporate finance, financial planning, fund accounting, and reporting. He is a member of the Executive Leadership Team and plays a key role in driving growth, operational efficiency, and long-term strategic planning.

David brings more than two decades of experience in senior financial leadership across the asset and wealth management industry. Before joining Nicola Wealth, he held an executive role at one of Canada’s largest public investment firms, where he was responsible for financial strategy, capital markets activity, mergers and acquisitions, and investor relations.

Known for his collaborative leadership and strategic mindset, David has successfully led high-performing teams through periods of significant growth and transformation. He has also served on the Board of Directors for several wealth and investment management firms across Canada and the U.S.

David is a CFA Charterholder and holds both a Master of Business Administration in Finance and a Juris Doctor from the University of Toronto, as well as a Bachelor of Science in Psychology from McGill University.

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