Nicola Wealth Management

management


The Nicola Team

With expertise in wealth accumulation and financial management, and through the use of such vehicles as trusts, creative pensions, insurance, and professional investment managers, Nicola Wealth Management takes a comprehensive approach with every client.

In addition, we have an in-house support infrastructure that provides professional and analytical support for our financial team.

Nicola Wealth Management also has a network of external professional relationships with accountants, tax lawyers and actuaries that complements our internal expertise and enables us to provide the high level comprehensive and integrated planning services our clients expect.

Managing Partners

Wayman Crosby Jamie Duncan Rob Edel Karen Ikeda John Nicola David Sung
Planning Rebecca Ashley Shivauna Esplen Vanessa Flockton Sarah Flynn Paul Gleeson Lyn Ho Tanya Hughes Sophia Ito Howard Kwan Debbie Manuel Gail Moody Murray Neilson Jason Nicola Peter O'Sullivan Carolyn Shrimpton Mark Therriault Brent Thomson Phil Tippetts-Aylmer Margarita Vasquez Helga Walsh
Operations Darren Brown Alex Cadar Josephine Chan Lawrence Chew Sandra Choy Lanie Collins Mariam Dabiri Daniel Douglas Greg Edge Sally England Irene Garrett Richard Haisinger Tyler Hamilton Jennifer Keates Wendy Lee Rae Leslie-Bell Tim Low Cory Muzyka Paul Newton Skye Popowicz Rebecca Rand Stephanie Suen Michael K. Taylor Lee Tippetts-Aylmer Marissa Tongko Catharine Whalen Sarah Wong
Portfolio Management
Kash Hashemi Russil Lea Sean Oye