Nicola Wealth
- Teams
- Leadership Team
Leadership Team
About
The Leadership Team at Nicola Wealth oversees the strategic direction and operational execution of the company. Comprised of senior executives across various functions—including finance, advisory services, software development, compliance, and client relations—the team ensures the firm's sophisticated financial advice and investment management services align with their clients' needs and industry standards. They are responsible for driving growth, maintaining a strong organizational culture, and optimizing the firm's performance across its offices in North America.
Team members
Alexandre Georges
Principal Software Developer
Bijal Patel
CFO And Head Of Private Capita...
Cameron Smith Cfp
Vice President, Advisory Servi...
Chris Nicola
Chief Strategy Officer
Cliff Hammerschmidt
VP Of Software Development
Danielle Skipp
Managing Director, Ontario And...
David Sung
President | Client Relationshi...
Eric Bulmash
Vice President, People And Cul...
Heather Claridge
Senior Vice President People A...
Jamie Duncan
Chief Operating Officer & Part...
John Nicola
Chairman & CEO
Lucy So
Vice President, Institutional ...
Milad Sakiani
Vice President Information Tec...
Nigel Stewart
Vice President Institutional S...
Rich Chen
Chief Compliance Officer
Rob Edel
Chief Economist
Robert Valenzano
Principal, Advisory Services
Shivauna Esplen
Vice President Of Operations
Vanessa Flockton Cfp
Chief Advisory Officer
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