Ron Haik

Ron Haik is a Wealth Advisor | Client Relationship Manager in the firm’s Toronto office, with over 20 years of experience in the financial services industry. He has gained a breadth of experience working with some of the world’s largest financial institutions advising clients in a variety of roles, such as Financial Planner and Investment Advisor, in the areas of domestic and offshore planning for the high net worth segment.

Prior to joining Nicola Wealth, Ron spent 10 years as the Vice-President of Investment Advisory Services in the Wealth Management Division at CDSPI. He led a national team of 15 advisors who provided comprehensive financial planning solutions for the Canadian dental community, managing approximately $1 billion. Additionally, he served as an advisor to over 400 dentists across Canada and their families, responsible for evaluating their financial needs and recommending appropriate investments. As a senior member of the executive team, Ron was a key contributor to the overall strategic direction of the organization.

Ron's unique experience working in the private banking world, both internationally and domestically, provides him with critical strategic insight into the financial issues and needs of his high-net-worth clients. He is a seasoned lecturer at industry and association conferences, seminars, and post-secondary schools across Canada, serving as a subject matter expert on investments and planning for incorporated professionals. Ron holds an MBA with a double major in finance and financial services from the Schulich School of Business.