Strategic Outlook 2022

As President of Nicola Wealth, David helps lead the company in its commitment to achieving unsurpassed client satisfaction through the delivery of the highest quality investment management and financial planning services for business owners, corporate executives, foundations and other individuals or entities of substantial income and/or assets.

In addition to working directly with some of the firm’s high net worth clients, David is an active participant in the firm’s portfolio management group, and sits on the firm’s Investment Review Board (IRB), the Real Estate division’s Investment Review Committee (IRC), and the Private Assets Investment Review Committee (IRC).

As CFO, Bijal draws on his innovative, entrepreneurial mindset and expertise to assess, advance, and improve business practices to drive the firm’s development and growth strategies.

Bringing over 22 years of experience in the financial services industry, Bijal previously held roles at leading financial firms including SVP and CFO – Retail and Wealth Management, SVP Mortgages and Lending, and EVP Products.

A veteran of the financial services industry since 1974, John provides strategic leadership to Nicola Wealth, exercising his passion for providing innovative solutions to clients’ complex problems.

His areas of expertise include investment management, estate and financial planning, as well as business planning with a focus on best practices for wealth building, exit strategies, and shareholder agreements.

In 2011, John was selected as the winner of the Ernst & Young Entrepreneur of the Year (Financial and Professional Services in the Pacific Region), in 2015 John was named the Winner of Business In Vancouver’s BC CEO of the Year Award – Small-Medium Private Company, and most recently, John was recognized as one of Canada’s Most Admired CEOs.

Mark is responsible for the 3 Real Estate Funds at Nicola Wealth. He started in commercial real estate in 1981 and has over 40 years’ experience in the brokerage industry. In 1994, he helped establish the Vancouver office of Avison Young Commercial Real Estate, an employee-owned company that has now grown significantly to a worldwide commercial brokerage company.

Mark has extensive experience in sales and leasing of commercial real estate and served as the company’s Managing Director of the Vancouver office. This experience has proven invaluable in his current role at Nicola Wealth.

Before joining Nicola Wealth, Rob spent nine years working for one of Canada’s largest money managers and, most recently, as a Portfolio Manager responsible for managing U.S. equities for the firm’s high net worth clients.

Previous to that, he spent seven years working for the Treasury Department of a Major Canadian Chartered Bank, splitting his time between Vancouver and Toronto. Rob has completed his CFA and is a member of the Association for Investment Management and Research (AIMR).