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

Andrea Lee

Director, Compliance

Ben Jang

Portfolio Manager

Brent Thomson

Financial Advisor

Carla MacAulay

Financial Advisor

Carolyn Shrimpton

Financial Advisor

Cathy Whalen

Front Office Manager, Vancouver

David N. Chalmers

Financial Advisor

Debbie Manuel

Financial Advisor

Diana Spink

Insurance Mgr / Planning Team Coordinator

Dylan Reece

Financial Advisor

Erin Mulek

Advisor Support

Fiona Guan

Advisor Support

Gail Moody

Office Administrator, Kelowna

Helga Walsh

Advisor Support

Howard Kwan

Financial Advisor

Jacqueline Siah

Associate Advisor

Jason Nicola

Financial Advisor

Jayme Lyng

Reception / Administrative Assistant

Jennifer Leathem

Advisor Support

Jenny Wong

Advisor Support

Joyce Woo

Advisor Support

Karen Falkenberg

Advisor Support

Kazuki Nohdomi

Analyst

Lana Math

Insurance Specialist

Lay Choo Low

Advisor Support

Lyn Ho

Advisor Support

Margarita Vasquez

Financial Advisor

Mark Therriault

Financial Advisor

Mihaela Vulpe

Financial Planning Assistant/Portfolio Associate

Monica Turdeanu

Advisor Support

Murray Neilson

Business Development

Phil Tippetts-Aylmer

Financial Advisor

Russil Lea

Portfolio Manager

Sarah Wong

Advisor Support

Sean Oye

Portfolio Manager-Trader

Shivauna Esplen

Manager, Advisor Team

Sophia Ito

Financial Advisor

Suke Yim

Portfolio Associate

Vanessa Flockton

Financial Advisor

William Pao

Advisor Support

Operations Management

Jennifer Keates

Manager, Investment Services

Richard Haisinger

Director of Technology

Marketing

Lanie Collins

Marketing Associate

Lawrence Chew

Marketing Communications