Brent Gillis

Director Of Client Services at Nicola Wealth

Brent Gillis is currently working at Nicola Wealth as the Director of Client Services. Prior to this role, Brent was with Connor, Clark & Lunn Financial Group (CC&L) for a period of ten years, holding various positions including Principal, Senior Manager, Team Leader, and Senior Portfolio Administrator in the Retail Portfolio Operations. Before his tenure at CC&L, Brent worked at CIBC as a Senior FSR in Small Business. Brent holds a Chartered Investment Manager degree from the Canadian Securities Institute and a Bachelor of Commerce with a dual major in Finance and Marketing from the University of Manitoba.

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Nicola Wealth

Nicola Wealth is a full-service Wealth Management firm with offices across Canada. More than a financial planning firm, we offer sophisticated financial advice and investment management to affluent families, foundations and institutions across North America.


Headquarters

Vancouver, Canada

Employees

501-1,000

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