Private Online Access

Managing Partners

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

Planning & Portfolio Management

Ben Jang

Portfolio Manager

Brent Thomson

Financial Advisor

Carla MacAulay

Financial Advisor

Carolyn Shrimpton

Financial Advisor

David N. Chalmers

Financial Advisor

Debbie Manuel

Financial Advisor

Dylan Reece

Financial Advisor

Howard Kwan

Financial Advisor

Jacqueline Siah

Financial Advisor

Jason Nicola

Financial Advisor

Joey Zhang

Financial Advisor

John Upton

Financial Advisor

Kazuki Nohdomi

Portfolio Manager

Kostas N. Andrikopoulos

Managing Director (Eastern Canada)

Margarita Vasquez

Financial Advisor

Mark Therriault

Financial Advisor

Mihaela Vulpe

Financial Advisor

Murray Neilson

Business Development

Phil Tippetts-Aylmer

Financial Advisor

Russil Lea

Portfolio Manager

Sean Oye

Portfolio Manager / Trader

Sophia Ito

Financial Advisor

Vanessa Flockton

Financial Advisor

Advisor Support

Cathy Whalen

Front Office Manager (Vancouver)

Diana Spink

Insurance Mgr / Planning Team Coordinator

Erin Mulek

Advisor Support

Fiona Guan

Advisor Support

Gail Moody

Office Administrator (Kelowna)

Grace Budiono

Financial Planning Assistant

Helga Walsh

Advisor Support

Jayme Lyng

Reception / Administrative Assistant

Jennifer Leathem

Financial Planning Assistant

Jenny Wong

Advisor Support

Jessica Lidder

Advisor Support

Joyce Woo

Advisor Support

Karen Falkenberg

Advisor Support

Lana Math

Insurance Specialist

Lay Choo Low

Advisor Support

Lyn Ho

Advisor Support

Michelle Buan

Financial Planning Assistant

Monica Turdeanu

Advisor Support

Rose Samaniego

Advisor Support

Sarah Wong

Advisor Support

Stan Zhu

Advisor Support

Tim Esplen

Financial Planning Assistant

William Pao

Financial Planning Assistant

Operations Management

Amy Boyer

Manager,
Human Resources

Andrea Lee

Director, Compliance

Jennifer Keates

Manager, Investment Services

Joel Eusebio

Manager,
IT Operations

Richard Haisinger

Director,
Technology

Shivauna Esplen

Manager,
Advisor Team

Marketing

Lanie Collins

Marketing Associate / Event Manager

Lawrence Chew

Marketing Communications