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

Mike Taylor

Chief Financial Officer

Rob Edel

Chief Investment Officer

Wayman Crosby

Managing Partner, Nicola-Crosby

Planning & Portfolio Management

Arv Sooch

Business Development

Ben Jang

Portfolio Manager

Bing Chan

Financial Advisor & Associate Portfolio Manager

Brent Thomson

Financial Advisor

Carla MacAulay

Financial Advisor

Carolyn Shrimpton

Financial Advisor

Chris Monnon

Financial Advisor

David N. Chalmers

Financial Advisor

Debbie Manuel

Financial Advisor

Dylan Reece

Financial Advisor & Associate Portfolio Manager

Gavin Li

Business Development, Richmond

Howard Kwan

Financial Planner and Associate Portfolio Manager

Jacqueline Siah

Financial Advisor

Jason Nicola

Financial Advisor

Jeff Ryan

Portfolio Analyst

Jessica Sheehan

Financial Advisor - Toronto

Joey Zhang

Director, Asian Client Division - Richmond

John Upton

Financial Advisor

Kazuki Nohdomi

Portfolio Manager

Mark Therriault

Financial Advisor

Michael Leung

Portfolio Manager

Mihaela Vulpe

Financial Advisor & Associate Portfolio Manager

Murray Neilson

Business Development

Phil Tippetts-Aylmer

Financial Advisor

Russil Lea

Portfolio Manager

Sean Oye

Portfolio Manager

Sophia Ito

Financial Advisor

Tim Esplen

Financial Advisor

Vanessa Flockton

Financial Advisor

Advisor Support

Ahmad Soleiman-Panah

Financial Planning Assistant

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

Jackie Gregory

Executive Assistant

Jada Fleur-de-Lys

Advisor Support

Jayne Myatt

Advisor Support/ Admin Assistant

Jennifer Leathem

Financial Planning Assistant

Jenny Wong

Advisor Support

Joe Clain

Advisor Support

Joyce Woo

Advisor Support

Karen Falkenberg

Advisor Support

Katya Revenko

Advisor Support

Lay Choo Low

Advisor Support

Lyn Ho

Advisor Support

Michelle Buan

Financial Planning Assistant

Monica Turdeanu

Advisor Support

Nyx Ng

Regional Advisor Support – Toronto

Rose Samaniego

Advisor Support

Sarah Wong

Advisor Support

Sharon (Xue) Qin

Advisor Support

Stan Zhu

Advisor Support

Tracey Lacroix

Advisor Support / Admin. Assistant, Toronto

William Pao

Financial Planning Assistant

Real Estate Asset Management

Alex Messina

Acquisitions Manager

Anthony Paes-Braga

Asset Manager

Mark Hannah

Director

Paul Kevener

Director of Finance - Real Estate

Shaun Blythen

Senior Acquisitions Analyst

Operations Management

Amy Boyer

Manager,
Human Resources

Cathy Whalen

Office Manager (Vancouver)

Dannielle MacDonald

Chief Compliance Officer

Jennifer Keates

Manager, Investment Services

Joel Eusebio

Manager,
IT Operations

Richard Irvine

Manager, Fund Administration

Shivauna Esplen

Manager,
Advisor Team

Marketing

Lanie Collins

Marketing Associate & Event Manager

Lawrence Chew

Marketing Associate & Communications Manager

Victoria Grady

Marketing Communications Specialist