Overview
Nick Spencer is a seasoned financial services executive with over 20 years of experience spanning wealth management, retail banking, and mutual fund manufacturing. As Vice President, Private Wealth at Nicola Wealth in Ontario, Nick specializes in delivering tailored financial planning and wealth management solutions to affluent families and high-net-worth clients.
Prior to joining Nicola Wealth, Nick served as Senior Director of Financial Planning and Advice at CIBC, where he led teams serving ultra-high-net-worth, high-net-worth, and mass affluent clients. His career also includes senior roles at the National Bank of Canada and Altamira Investment Services Ltd., where he managed large teams, drove change management initiatives, and achieved notable business performance improvements.
Nick holds the Certified Financial Planner (CFP®) and Financial Management Advisor (FMA) designations. He has also completed executive education at the Schulich School of Business. Passionate about giving back, Nick is actively involved in his community through coaching sports teams and serving on industry boards.
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