NICOLA WEALTH MANAGEMENT Executive and Leadership Team

Jacinta Hennessey, the Chief Executive Officer at NICOLA WEALTH MANAGEMENT, directs the overarching strategic vision and operational execution for the firm. Hennessey guides the company's expansion initiatives, ensuring alignment with its core mission of managing investment portfolios for businesses and high-net-worth individuals. This leadership role involves fostering a culture of excellence and innovation across all departments. By overseeing key strategic partnerships and market positioning, Jacinta Hennessey drives the firm's growth and reinforces its reputation in the financial planning sector. The Chief Executive Officer's responsibilities extend to ensuring robust governance and compliance frameworks are maintained, safeguarding client assets and trust. This executive's focus remains on long-term value creation and sustainable business development within the competitive financial landscape.

Alison Hadzic, the Chairman & Chief Executive Officer at NICOLA WEALTH MANAGEMENT, sets the strategic direction and provides ultimate oversight for the organization. Hadzic leads the board of directors and ensures the company's operations align with its foundational principles of wealth management for businesses and high-net-worth individuals. This critical position involves shaping corporate governance and long-term strategic planning. By championing the firm's values and market presence, Alison Hadzic drives sustained growth and upholds the integrity of client relationships. The Chairman & Chief Executive Officer's influence is paramount in navigating market complexities and identifying new opportunities for service enhancement. Ultimately, Hadzic's leadership ensures the continued success and stability of NICOLA WEALTH MANAGEMENT.

David Poster, the Chief Financial Officer at NICOLA WEALTH MANAGEMENT, oversees the company's financial strategy, planning, and reporting. Poster manages the firm's financial health, ensuring robust fiscal management for investment portfolios serving businesses and high-net-worth individuals. This role involves budgeting, forecasting, and capital allocation to support growth and profitability. By directing financial operations, David Poster ensures compliance with regulatory requirements and enhances shareholder value. The Chief Financial Officer's responsibilities include managing financial risks and optimizing investment returns. Poster's financial expertise is critical for the stability and strategic development of NICOLA WEALTH MANAGEMENT.

Michael Taylor, the Asset Management Chief Financial Officer & Managing Director at NICOLA WEALTH MANAGEMENT, leads financial operations and strategic direction within the asset management division. Taylor is responsible for the financial performance and investment strategies of portfolios managed for businesses and high-net-worth individuals. This dual role encompasses financial oversight and the active management of investment activities. By guiding the asset management team, Michael Taylor drives profitability and ensures alignment with market opportunities. The Asset Management Chief Financial Officer & Managing Director's focus is on optimizing investment performance and managing financial risks inherent in asset management. Taylor's leadership is key to the success of NICOLA WEALTH MANAGEMENT's investment offerings.

Abi Coman-Walker, the Chief Operating Officer at NICOLA WEALTH MANAGEMENT, directs the firm's day-to-day operations and ensures the efficient delivery of financial planning and investment management services. Coman-Walker oversees operational processes, risk management, and compliance, guaranteeing that services for businesses and high-net-worth individuals meet the highest standards. This leadership position is crucial for optimizing resource allocation and enhancing service quality. By driving operational excellence, Abi Coman-Walker supports the firm's strategic growth objectives and client satisfaction. The Chief Operating Officer's focus includes refining internal systems and procedures to maximize productivity and client experience. Coman-Walker's operational acumen is fundamental to the sustained success of NICOLA WEALTH MANAGEMENT.

Yannick Archambault, the President, Private Wealth at NICOLA WEALTH MANAGEMENT, leads the division dedicated to serving high-net-worth individuals and their families. Archambault oversees the strategic development and client relationship management within the private wealth sector, ensuring tailored financial planning and investment solutions. This executive role focuses on expanding the firm's reach and enhancing service offerings for its affluent clientele. By driving business development and client acquisition, Yannick Archambault strengthens NICOLA WEALTH MANAGEMENT's position in the private wealth market. The President, Private Wealth's responsibilities include fostering a client-centric approach and leading the team responsible for wealth preservation and growth. Archambault's expertise is crucial for delivering exceptional value to NICOLA WEALTH MANAGEMENT's most important clients.

Claire Nicola, the Chief Technology Officer at NICOLA WEALTH MANAGEMENT, architects and oversees the firm's technology infrastructure and digital strategy. Nicola drives innovation in financial technology, ensuring that the systems supporting investment portfolio management for businesses and high-net-worth individuals are secure, efficient, and scalable. This role involves evaluating and implementing cutting-edge solutions to enhance client services and internal operations. By leading the technology roadmap, Claire Nicola ensures the firm remains competitive and adaptable in a rapidly evolving digital landscape. The Chief Technology Officer's focus is on leveraging technology to optimize data management, cybersecurity, and client-facing platforms. Nicola's expertise is vital for maintaining the technological backbone that supports NICOLA WEALTH MANAGEMENT's growth and service delivery.

Jackie Gregory, the Chief of Staff at NICOLA WEALTH MANAGEMENT, provides strategic support and operational coordination across executive functions. Gregory enhances organizational efficiency by streamlining communication and managing key initiatives that align with the firm's objectives in financial planning and investment management. This role involves facilitating cross-departmental collaboration and ensuring executive priorities are effectively implemented. By acting as a key liaison, Jackie Gregory supports the seamless execution of strategies for businesses and high-net-worth individuals. The Chief of Staff's responsibilities include driving special projects and optimizing workflow processes. Gregory's contribution is essential for maintaining operational agility and supporting the leadership team at NICOLA WEALTH MANAGEMENT.

Eric Bulmash, the Chief People Officer at NICOLA WEALTH MANAGEMENT, directs human resources strategy and talent management to support the firm's growth and culture. Bulmash oversees recruitment, employee development, and compensation strategies, ensuring NICOLA WEALTH MANAGEMENT attracts and retains top talent for its financial planning and investment management services. This role is vital for fostering a positive and productive work environment for professionals serving businesses and high-net-worth individuals. By championing employee engagement and organizational development, Eric Bulmash contributes to the firm's overall success. The Chief People Officer's focus includes cultivating a strong corporate culture and implementing effective HR policies. Bulmash's leadership is instrumental in building a high-performing team.