Meet the Team

David Sung

President

Jamie Duncan

Chief Operating Officer

John Nicola

Chairman & Chief Executive Officer

Karen Ikeda

Sr Financial Advisor, Wealth Management

Michael K. Taylor

Chief Financial Officer / Chief Compliance Officer

Rob Edel

Chief Investment Officer

Wayman Crosby

Senior Partner, CEO Nicola-Crosby / SPIRE

Brent Thomson

Financial Advisor

Carolyn Shrimpton

Financial Advisor

Cathy Whalen

Front Office Administrator, Vancouver

David N. Chalmers

Financial Advisor

Debbie Manuel

Financial Advisor

Diana Spink

Advisor Team Leader

Dylan Reece

Financial Advisor

Gail Moody

Office Administrator, Kelowna

Helga Walsh

Advisor Support

Howard Kwan

Financial Advisor

Jason Nicola

Financial Advisor

Jennifer Korch

Advisor Support

Jenny Wong

Advisor Support

Joyce Woo

Advisor Support

Kash Hashemi

Portfolio Manager

Lana Math

Insurance Specialist

Lay Choo Low

Advisor Support

Louis Adams

Advisor Support

Lyn Ho

Advisor Support

Margarita Vasquez

Financial Advisor

Mark Therriault

Financial Advisor

Mihaela Vulpe

Advisor Support

Murray Neilson

Business Development

Paul Gleeson

Financial Advisor

Phil Tippetts-Aylmer

Financial Advisor

Rebecca Ashley

Special Projects Coordinator

Russil Lea

Portfolio Manager

Sarah Wong

Advisor Support

Sean Oye

Portfolio Manager-Trader

Shivauna Esplen

Manager, Advisor Team

Skye Popowicz

Executive Assistant, Reception

Sophia Ito

Financial Advisor

Suke Yim

Portfolio Associate

Vanessa Flockton

Financial Advisor

David Sum

Chief Technology Officer

Jennifer Keates

Manager, Investment Services

Richard Haisinger

Manager, IT

Lanie Collins

Marketing Associate

Lawrence Chew

Marketing Communications