Leadership Overview
NICOLA WEALTH MANAGEMENT has 10 executives leading key functions including strategy, finance, operations, and people.
Driven by a commitment to client success, NICOLA WEALTH MANAGEMENT manages investment portfolios for businesses and high-net-worth individuals, shaping financial futures through expert planning and dedicated service.
Driven by a commitment to client success, NICOLA WEALTH MANAGEMENT manages investment portfolios for businesses and high-net-worth individuals, shaping financial futures through expert planning and dedicated service.
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 and operational execution for the firm. Overseeing all business units, the Chief Executive Officer ensures alignment with the company's mission of managing investment portfolios for businesses and high-net-worth individuals. This leadership position involves driving growth initiatives and maintaining the highest standards of financial planning services. By fostering a culture of excellence, Jacinta Hennessey ensures the firm's continued success and expansion within the finance industry. The Chief Executive Officer's responsibilities include guiding market penetration strategies and optimizing client engagement models to deliver superior financial outcomes. This role demands a comprehensive understanding of investment management and client relationship dynamics.
Alison Hadzic - Chairman & Chief Executive Officer
Alison Hadzic, the Chairman & Chief Executive Officer at NICOLA WEALTH MANAGEMENT, provides critical leadership in shaping the firm's strategic direction and governance. Overseeing the board of directors and executive team, the Chairman & Chief Executive Officer ensures robust corporate oversight and long-term value creation. This dual role involves guiding the company's expansion and maintaining its reputation for excellence in financial planning. By championing innovation and client-centricity, Alison Hadzic drives the firm's commitment to managing investment portfolios for businesses and high-net-worth individuals. The Chairman & Chief Executive Officer's influence extends to setting ethical standards and fostering a sustainable business model. This leadership ensures the firm navigates market complexities with strategic foresight.
David Poster - Chief Financial Officer
David Poster, the Chief Financial Officer at NICOLA WEALTH MANAGEMENT, directs all financial operations and strategic financial planning for the firm. Overseeing accounting, budgeting, and financial reporting, the Chief Financial Officer ensures fiscal integrity and drives profitability. This role involves managing investment capital, optimizing financial performance, and mitigating financial risks. By providing critical financial insights and analysis, David Poster supports the company's objective of managing investment portfolios for businesses and high-net-worth individuals. The Chief Financial Officer's responsibilities include developing financial strategies that align with market opportunities and regulatory requirements. This leadership ensures the firm's financial stability and sustainable growth.
Michael Taylor - Asset Management Chief Financial Officer & Managing Director
Michael Taylor, the Asset Management Chief Financial Officer & Managing Director at NICOLA WEALTH MANAGEMENT, directs the financial strategy and operational management for the Asset Management division. Overseeing financial planning, investment analysis, and fund performance, the Asset Management Chief Financial Officer & Managing Director ensures robust financial oversight and drives investment success. This role involves managing capital allocation, risk assessment, and regulatory compliance within the asset management sphere. By providing strategic financial leadership, Michael Taylor supports the firm's objective of managing investment portfolios for businesses and high-net-worth individuals. The Asset Management Chief Financial Officer & Managing Director's responsibilities include developing investment strategies and optimizing portfolio returns. This leadership is vital for the division's financial health and growth.
Abi Coman-Walker - Chief Operating Officer
Abi Coman-Walker, the Chief Operating Officer at NICOLA WEALTH MANAGEMENT, oversees the day-to-day operational functions and drives efficiency across all business units. Managing service delivery, technology infrastructure, and internal processes, the Chief Operating Officer ensures the seamless execution of the firm's financial planning services. This role involves optimizing operational workflows and implementing best practices to enhance client satisfaction and internal productivity. By leading operational improvements, Abi Coman-Walker supports the company's commitment to managing investment portfolios for businesses and high-net-worth individuals. The Chief Operating Officer's responsibilities include ensuring regulatory compliance and fostering a culture of operational excellence. This leadership is crucial for scaling the firm's capabilities.
Yannick Archambault - President, Private Wealth
Yannick Archambault, the President, Private Wealth at NICOLA WEALTH MANAGEMENT, leads the strategic direction and operational oversight of the Private Wealth division. Overseeing client acquisition, relationship management, and service delivery, the President, Private Wealth ensures the highest standards of financial advisory services for high-net-worth individuals. This role involves driving business development and fostering strong client partnerships. By championing client-centric strategies, Yannick Archambault reinforces the firm's commitment to managing investment portfolios with personalized expertise. The President, Private Wealth's responsibilities include expanding market reach and enhancing the client experience within the division. This leadership is crucial for the growth and success of the Private Wealth segment.
Jackie Gregory - Chief of Staff
Jackie Gregory, the Chief of Staff at NICOLA WEALTH MANAGEMENT, provides direct support to executive leadership, streamlining operations and enhancing strategic execution. Overseeing cross-departmental initiatives, the Chief of Staff ensures seamless communication and efficient project management across the organization. This role involves coordinating key strategic priorities and facilitating the implementation of new policies and procedures. By managing critical workflows and driving operational efficiencies, Jackie Gregory supports the firm's mission of managing investment portfolios for businesses and high-net-worth individuals. The Chief of Staff's responsibilities include optimizing resource allocation and ensuring timely delivery of executive directives. This position is vital for maintaining organizational agility and focus.
Claire Nicola - Chief Technology Officer
Claire Nicola, the Chief Technology Officer at NICOLA WEALTH MANAGEMENT, leads the firm's technology strategy and digital transformation initiatives. Overseeing the development and implementation of innovative technological solutions, the Chief Technology Officer ensures the firm remains at the forefront of financial technology. This role involves managing the company's IT infrastructure, cybersecurity measures, and data management systems. By leveraging cutting-edge technology, Claire Nicola enhances the firm's ability to manage investment portfolios for businesses and high-net-worth individuals. The Chief Technology Officer's responsibilities include driving digital innovation and ensuring the security and reliability of all technological platforms. This leadership is essential for maintaining a competitive edge.
Lexi Lebrun - Private Wealth Chief of Staff
Lexi Lebrun, the Private Wealth Chief of Staff at NICOLA WEALTH MANAGEMENT, supports the strategic objectives and operational efficiency of the Private Wealth division. Coordinating key initiatives and facilitating communication between executive leadership and the Private Wealth teams, the Private Wealth Chief of Staff ensures alignment with firm-wide goals. This role involves managing special projects and driving process improvements within the division. By optimizing workflows and enhancing team collaboration, Lexi Lebrun contributes to the firm's mission of providing expert financial planning to high-net-worth individuals. The Private Wealth Chief of Staff's responsibilities include supporting client relationship management and ensuring the delivery of exceptional service. This position is critical for the smooth functioning of the Private Wealth operations.
Eric Bulmash - Chief People Officer
Eric Bulmash, the Chief People Officer at NICOLA WEALTH MANAGEMENT, leads the human resources strategy and talent management initiatives for the organization. Overseeing recruitment, employee development, and organizational culture, the Chief People Officer ensures a high-performing and engaged workforce. This role involves developing and implementing HR policies that support the firm's growth and its mission of managing investment portfolios for businesses and high-net-worth individuals. By fostering a positive work environment and championing employee well-being, Eric Bulmash contributes to the firm's overall success. The Chief People Officer's responsibilities include talent acquisition, compensation and benefits, and ensuring compliance with labor laws. This leadership is key to attracting and retaining top talent.
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Frequently Asked Questions Regarding NICOLA WEALTH MANAGEMENT Top Executives and Leadership Team
