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Meet Our Team

Nicola Wealth Advisors are well-rounded professionals whose breadth of knowledge provides distinctive insight.

Executive & Senior Leadership

David Poster
Chief Financial Officer

Board of Directors

Wealth Advisors

Asheesh Mudgil
Wealth Advisor
Portfolio Manager
Claire Blessing
Wealth Advisor
Portfolio Manager
Derrick Abraham
Wealth Advisor
Portfolio Manager
Jessica Sheehan
Wealth Advisor
Client Relationship Manager
Jordan Rose
Wealth Advisor
Client Relationship Manager
Kyle Westhaver
Wealth Advisor
Client Relationship Manager
Michael Russell
Wealth Advisor
Client Relationship Manager
Nick Spencer
Vice President, Private Wealth
Ori Mandowsky
Wealth Advisor
Portfolio Manager
Ron Haik
Wealth Advisor
Client Relationship Manager
Samantha Findlay
Managing Director, Insurance
Zaman Sahi
Wealth Advisor
Client Relationship Manager

Associate Team

Benjamin Alton
Wealth Planning Associate
Client Relationship Manager
Elka Liu
Wealth Planning Associate
Hamza Arabi
Senior Associate, Private Equity
Huntley Bain
Administrative Associate
Issac Bradbury
Administrative Associate
Jessica Joa
Senior Wealth Planning Associate
Lexi Lebrun
Chief of Staff, Private Wealth
Nikita Skachko
Wealth Planning Associate
Omand Ulomi
Wealth Planning Associate
Rana Abdulrahman
Administrative Associate
Reid Carthy
Senior Wealth Planning Associate
Client Relationship Manager
Smriti Mahendru
Wealth Planning Associate
Wendy On
Associate, Ontario Private Wealth

Investment Review Board

Cathy Carlin
Investment Review Board
Independent Advisor

Nicola Institutional Realty Advisors

Adam Waltman
Vice President, Investments
Carmen Bruccoleri
Vice President, Finance
Grace Ma
Vice President, Portfolio Management
Lorna Luo
Director, Accounting
Minesh Dave
Vice President, Development
Peter L. Stafl
Vice President & Head of Blackwood Property Management
Ron Bastin
Managing Director

Public Assets Portfolio Management

Brad Radin
Portfolio Manager, Head of International Equities
Jonathan Siu
Senior Analyst
Joseph Fei
Portfolio Manager
Justin May
Associate Portfolio Manager
Minna Liang
Analyst, Public Fixed Income
Mohan Kandiah
Senior Equity Analyst
Ryall Stroud
Senior Equity Analyst

Private Capital Asset Management

Ashley Ng
Senior Director & Head, Infrastructure Investments
Bijal Gala
Associate, Private Equity and Venture Capital
Jennifer Missaghi
Head of Business Management, Private Capital
Jonah Press
Senior Analyst, Private Equity
Matthew Chan
Analyst, Asset Management Operations
Ranjodh Gill
Senior Analyst, Private Debt
Ravneet Sohi
Associate, Portfolio Analytics and Reporting
Robert Olsen
Head of Private Capital
Private Capital Investment Committee
Stacey Mouadeb
Senior Director, Private Debt
Sunny Lee
Senior Director, Private Equity

Private Capital Investment Committee

Don Morrison
Private Capital Investment Committee
Independent Advisor
Mike Mazan
Private Capital Investment Committee
Independent Advisor
Robert Olsen
Head of Private Capital
Private Capital Investment Committee

Real Estate Management

Adam Sherriff-Scott
Vice President, Asset Management and Portfolio Strategy
Adam Waltman
Vice President, Investments
Carmen Bruccoleri
Vice President, Finance
Christopher Colley
Senior Asset Manager, Real Estate
Gary Orellana
Director, Sustainability and Asset Management
Grace Ma
Vice President, Portfolio Management
Lorna Luo
Director, Accounting
Minesh Dave
Vice President, Development
Peter L. Stafl
Vice President & Head of Blackwood Property Management
Ron Bastin
Managing Director
Siyi Gu
Development Analyst
Tom Haley
Director, Real Estate Investments
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Professionals you can trust

Speak with a member of our Advisory Team to discuss your situation and learn how we can help.

Meet With Us