Leadership Overview
NICOLA WEALTH MANAGEMENT has 10 executives leading key functions including strategy, governance, operations, technology, human resources, and private wealth management.
Committed to delivering comprehensive financial planning for high-net-worth individuals, NICOLA WEALTH MANAGEMENT prioritizes long-term portfolio growth and client-centric investment solutions across North American markets.
Committed to delivering comprehensive financial planning for high-net-worth individuals, NICOLA WEALTH MANAGEMENT prioritizes long-term portfolio growth and client-centric investment solutions across North American markets.
Leadership Roles at NICOLA WEALTH MANAGEMENT
Jacinta Hennessey - Chief Executive Officer
Jacinta Hennessey, the Chief Executive Officer at NICOLA WEALTH MANAGEMENT, directs the overarching strategic vision for the firm. Hennessey oversees the alignment of investment portfolio management with the specific financial goals of high-net-worth clients. By coordinating with the board and senior leadership, the Chief Executive Officer ensures the firm maintains its competitive edge in the Canadian financial landscape. This leadership role involves driving sustainable growth through rigorous asset allocation strategies and client relationship management. Jacinta Hennessey actively monitors market trends to refine the firm's investment philosophy. Through the implementation of robust financial planning frameworks, the Chief Executive Officer secures the long-term prosperity of the client base. Hennessey maintains a focus on operational excellence, ensuring that every department contributes to the firm's reputation for stability and personalized service in the wealth management sector.
Alison Hadzic - Chairman & Chief Executive Officer
Alison Hadzic, the Chairman & Chief Executive Officer at NICOLA WEALTH MANAGEMENT, governs the firm's corporate direction and high-level strategic initiatives. Hadzic leads the board in establishing long-term objectives that support the firm's mission of providing sophisticated financial planning. Overseeing the integration of corporate governance with daily business operations, the Chairman & Chief Executive Officer ensures compliance and ethical standards remain at the forefront of all investment activities. This role involves managing complex stakeholder relationships and driving the firm's expansion across diverse financial markets. Alison Hadzic evaluates large-scale investment opportunities to bolster the firm's portfolio offerings. By fostering a culture of accountability, the Chairman & Chief Executive Officer maintains the firm's market position as a leader in wealth management. Hadzic directs the executive team toward achieving consistent performance benchmarks while upholding the core values of the organization.
Abi Coman-Walker - Chief Operating Officer
Abi Coman-Walker, the Chief Operating Officer at NICOLA WEALTH MANAGEMENT, directs the firm's internal infrastructure and operational workflows. Coman-Walker oversees the systems that support the firm's investment management and financial planning services. By optimizing the firm's operational processes, the Chief Operating Officer ensures that the business can scale effectively while maintaining high service standards. This leadership role involves driving efficiency in the delivery of wealth management solutions to clients. Abi Coman-Walker coordinates with the technology and finance departments to ensure that all operational activities support the firm's strategic goals. Through the implementation of robust management frameworks, the Chief Operating Officer enhances the firm's ability to handle complex investment portfolios. Coman-Walker maintains a focus on operational resilience, ensuring that the firm remains well-positioned to serve its high-net-worth clientele in a dynamic financial environment.
Yannick Archambault - President, Private Wealth
Yannick Archambault, the President, Private Wealth at NICOLA WEALTH MANAGEMENT, directs the firm's private wealth management division. Archambault oversees the development and execution of investment strategies tailored to the needs of high-net-worth individuals and businesses. By driving the growth of the private wealth portfolio, the President, Private Wealth ensures that the firm continues to provide comprehensive financial planning services. This leadership role involves managing the client relationship teams and ensuring that the firm's investment philosophy is consistently applied. Yannick Archambault coordinates with other senior leaders to align the private wealth division's activities with the firm's overall strategic goals. Through the application of deep market knowledge, the President, Private Wealth enhances the firm's ability to deliver long-term value to its clients. Archambault maintains a focus on client satisfaction, ensuring that the firm remains a trusted partner for wealth preservation and growth.
Jackie Gregory - Chief of Staff
Jackie Gregory, the Chief of Staff at NICOLA WEALTH MANAGEMENT, facilitates the execution of strategic priorities across the executive leadership team. Gregory oversees the coordination of cross-departmental projects, ensuring that the firm's financial planning initiatives remain on schedule. By managing the flow of information between the C-suite and the broader organization, the Chief of Staff improves decision-making efficiency. This leadership role involves driving organizational alignment and supporting the implementation of firm-wide policies. Jackie Gregory monitors the progress of key business objectives, providing the necessary support to ensure that the firm meets its performance targets. Through the optimization of internal communication channels, the Chief of Staff enhances the effectiveness of the leadership team. Gregory manages complex administrative workflows that allow the firm to focus on its core mission of managing investment portfolios for high-net-worth individuals and businesses.
Claire Nicola - Chief Technology Officer
Claire Nicola, the Chief Technology Officer at NICOLA WEALTH MANAGEMENT, architects the firm's digital infrastructure and technological capabilities. Nicola oversees the development of secure platforms that enable the firm to manage investment portfolios with precision. By driving the integration of innovative financial technology, the Chief Technology Officer ensures that the firm provides clients with modern, efficient, and secure wealth management tools. This leadership role involves managing the firm's data security protocols and digital transformation initiatives. Claire Nicola coordinates with the operations team to ensure that technology supports the firm's financial planning services. Through the continuous improvement of digital systems, the Chief Technology Officer enhances the firm's ability to deliver personalized investment insights. Nicola maintains a focus on technological advancement, ensuring that the firm remains at the forefront of the industry by leveraging data-driven solutions to support client wealth growth.
Lexi Lebrun - Private Wealth Chief of Staff
Lexi Lebrun, the Private Wealth Chief of Staff at NICOLA WEALTH MANAGEMENT, manages the strategic operations of the private wealth division. Lebrun oversees the coordination of client-facing teams, ensuring that the firm's financial planning services are delivered with consistency and care. By facilitating communication between the private wealth leadership and the broader firm, the Private Wealth Chief of Staff improves the efficiency of client service delivery. This leadership role involves driving the execution of initiatives designed to enhance the experience of high-net-worth individuals. Lexi Lebrun monitors the performance of the private wealth division, providing the necessary support to ensure that the firm meets its client-centric goals. Through the optimization of internal workflows, the Private Wealth Chief of Staff enhances the firm's ability to provide comprehensive investment management. Lebrun supports the firm's mission by ensuring that the private wealth team remains focused on delivering exceptional financial outcomes.
Eric Bulmash - Chief People Officer
Eric Bulmash, the Chief People Officer at NICOLA WEALTH MANAGEMENT, directs the firm's human capital strategy and organizational culture. Bulmash oversees the recruitment, development, and retention of the talent required to maintain the firm's high standards in financial planning. By driving initiatives that foster professional growth, the Chief People Officer ensures that the firm attracts and retains top-tier professionals in the wealth management sector. This leadership role involves managing employee engagement and performance management systems that align with the firm's strategic objectives. Eric Bulmash coordinates with the leadership team to build a culture of excellence and accountability. Through the implementation of effective human resources policies, the Chief People Officer supports the firm's ability to provide personalized service to high-net-worth clients. Bulmash maintains a focus on organizational health, ensuring that the firm's workforce remains motivated and equipped to deliver superior investment management results.
Alexander Messina - Managing Director
Alexander Messina, the Managing Director at NICOLA WEALTH MANAGEMENT, architects the firm's institutional investment strategies and business development efforts. Messina oversees the expansion of client portfolios, focusing on high-net-worth individuals seeking tailored financial solutions. By collaborating with the investment committee, the Managing Director ensures that asset allocation models align with current economic conditions. This leadership role involves driving revenue growth through the acquisition of new business accounts and the retention of existing clients. Alexander Messina monitors the performance of various investment vehicles to optimize returns for the firm's clientele. Through the application of deep financial expertise, the Managing Director strengthens the firm's presence in the competitive wealth management industry. Messina executes strategic initiatives that enhance the firm's service delivery, ensuring that every client receives comprehensive financial guidance that addresses unique wealth preservation and growth requirements.
Ron Bastin - Managing Director
Ron Bastin, the Managing Director at NICOLA WEALTH MANAGEMENT, manages the firm's operational efficiency and client service standards. Bastin oversees the implementation of advanced financial planning tools that support the firm's investment management services. By directing the efforts of the client-facing teams, the Managing Director ensures that every interaction reflects the firm's commitment to excellence. This leadership role involves optimizing internal processes to improve the delivery of wealth management services to high-net-worth individuals. Ron Bastin coordinates with other senior leaders to align operational capabilities with the firm's growth objectives. Through the continuous refinement of service protocols, the Managing Director enhances the overall client experience. Bastin drives the adoption of best practices in financial planning, ensuring that the firm remains a trusted partner for businesses and individuals. The Managing Director maintains a focus on scalability, supporting the firm's long-term success in the Canadian market.
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