Leadership Overview
NICOLA WEALTH MANAGEMENT has 9 executives leading key functions including strategy, financial oversight, operational efficiency, and technology development.
Focused on delivering comprehensive financial planning, NICOLA WEALTH MANAGEMENT empowers high-net-worth individuals and businesses through sophisticated investment portfolio management and long-term wealth preservation strategies.
Focused on delivering comprehensive financial planning, NICOLA WEALTH MANAGEMENT empowers high-net-worth individuals and businesses through sophisticated investment portfolio management and long-term wealth preservation strategies.
Leadership Roles at NICOLA WEALTH MANAGEMENT
Jacinta Hennessey - Chief Executive Officer
Jacinta Hennessey, the Chief Executive Officer at NICOLA WEALTH MANAGEMENT, directs the overarching corporate strategy and long-term vision for the firm. Hennessey manages the alignment of investment services with the complex needs of high-net-worth clients across North American markets. By overseeing the executive leadership team, the Chief Executive Officer ensures that all departments maintain rigorous standards of financial planning and portfolio management. This leadership role involves constant evaluation of market trends to maintain the competitive position of the firm. Jacinta Hennessey drives growth initiatives that expand the reach of the organization while upholding the core values of client-centric wealth management. Through the coordination of cross-functional teams, the Chief Executive Officer secures the operational integrity of the business. Ultimately, Hennessey fosters a culture of excellence that supports the financial goals of every client served by the firm.
Alison Hadzic - Chairman & Chief Executive Officer
Alison Hadzic, the Chairman & Chief Executive Officer at NICOLA WEALTH MANAGEMENT, governs the board and executes high-level strategic mandates for the organization. Hadzic oversees the governance framework that supports the firm in managing investment portfolios for businesses and individuals. By directing the long-term trajectory of the company, the Chairman & Chief Executive Officer ensures that all strategic decisions reflect the commitment to sophisticated financial planning. This leadership role involves maintaining strong relationships with key stakeholders and ensuring the firm remains a leader in the Canadian financial landscape. Alison Hadzic drives the expansion of service offerings to meet the evolving demands of the market. Through the oversight of corporate policy, the Chairman & Chief Executive Officer guarantees that the firm adheres to the highest standards of fiduciary responsibility. Ultimately, Hadzic secures the stability and future growth of the entire organization.
David Poster - Chief Financial Officer
David Poster, the Chief Financial Officer at NICOLA WEALTH MANAGEMENT, manages the fiscal health and capital allocation strategies of the firm. Poster oversees the financial reporting, budgeting, and risk management processes that underpin the investment services provided to high-net-worth clients. By directing the financial planning and analysis department, the Chief Financial Officer ensures that the firm maintains a robust balance sheet capable of supporting long-term growth. This leadership role involves collaborating with other C-suite members to optimize resource distribution across various business units. David Poster drives the implementation of financial controls that protect the assets of the firm and its clients. Through the monitoring of economic indicators, the Chief Financial Officer provides the insights necessary for informed decision-making at the executive level. Ultimately, Poster maintains the financial integrity required to sustain the reputation of the firm in the competitive investment sector.
Abi Coman-Walker - Chief Operating Officer
Abi Coman-Walker, the Chief Operating Officer at NICOLA WEALTH MANAGEMENT, directs the daily business operations and internal processes that sustain the firm's service delivery. Coman-Walker oversees the operational efficiency of the investment management teams to ensure consistent performance for high-net-worth clients. By managing the workflows across various departments, the Chief Operating Officer ensures that the firm meets its service level agreements and regulatory requirements. This leadership role involves optimizing the internal systems that support the growth of the business. Abi Coman-Walker drives the implementation of operational best practices that enhance the productivity of the entire organization. Through the coordination of cross-departmental initiatives, the Chief Operating Officer ensures that the firm remains agile in its response to market changes. Ultimately, Coman-Walker secures the operational excellence necessary to support the complex financial needs of the firm's diverse client base.
Yannick Archambault - President, Private Wealth
Yannick Archambault, the President, Private Wealth at NICOLA WEALTH MANAGEMENT, leads the strategic direction and growth of the private wealth division. Archambault oversees the delivery of comprehensive investment management and financial planning services to high-net-worth individuals across the country. By directing the wealth management advisors, the President, Private Wealth ensures that every client receives tailored solutions that align with their unique financial objectives. This leadership role involves expanding the market presence of the division through strategic client acquisition and relationship management. Yannick Archambault drives the development of new service offerings that address the complex needs of the firm's clientele. Through the oversight of the division's performance, the President, Private Wealth ensures that the firm maintains its reputation for excellence in wealth preservation. Ultimately, Archambault secures the long-term success of the private wealth business unit.
Jackie Gregory - Chief of Staff
Jackie Gregory, the Chief of Staff at NICOLA WEALTH MANAGEMENT, coordinates the strategic priorities and operational workflows of the executive office. Gregory oversees the communication channels between the leadership team and the broader organization to ensure seamless execution of corporate objectives. By directing special projects and managing the administrative infrastructure, the Chief of Staff facilitates the efficient delivery of financial planning services. This leadership role involves synthesizing complex information to support the decision-making processes of the Chief Executive Officer. Jackie Gregory drives the alignment of departmental goals with the overarching mission of the firm. Through the management of internal processes, the Chief of Staff optimizes the productivity of the executive team. Ultimately, Gregory ensures that the firm operates with the agility and precision necessary to serve high-net-worth individuals and businesses effectively across the Canadian market.
Claire Nicola - Chief Technology Officer
Claire Nicola, the Chief Technology Officer at NICOLA WEALTH MANAGEMENT, architects the digital infrastructure and technological solutions that support the firm's investment management capabilities. Nicola oversees the development of secure platforms that enable efficient portfolio tracking and client reporting for high-net-worth individuals. By directing the IT department, the Chief Technology Officer ensures that all systems remain resilient and scalable in a rapidly evolving financial landscape. This leadership role involves integrating advanced data analytics to enhance the precision of financial planning services. Claire Nicola drives the adoption of innovative technologies that streamline internal operations and improve the client experience. Through the management of cybersecurity protocols, the Chief Technology Officer protects the sensitive data of the firm and its clients. Ultimately, Nicola provides the technological foundation required to maintain the firm's competitive edge in the modern wealth management industry.
Lexi Lebrun - Private Wealth Chief of Staff
Lexi Lebrun, the Private Wealth Chief of Staff at NICOLA WEALTH MANAGEMENT, manages the operational initiatives specifically tailored to the private wealth division. Lebrun oversees the coordination of client-facing teams to ensure that high-net-worth individuals receive personalized financial planning and investment support. By directing the internal processes of the private wealth unit, the Private Wealth Chief of Staff facilitates the seamless execution of wealth management strategies. This leadership role involves bridging the gap between the executive vision and the daily activities of the wealth management advisors. Lexi Lebrun drives the development of programs that improve client engagement and service delivery. Through the management of team resources, the Private Wealth Chief of Staff ensures that the division remains focused on achieving the long-term financial goals of the firm's clients. Ultimately, Lebrun supports the growth and stability of the private wealth portfolio.
Eric Bulmash - Chief People Officer
Eric Bulmash, the Chief People Officer at NICOLA WEALTH MANAGEMENT, directs the human capital strategy and organizational development initiatives. Bulmash oversees the recruitment, retention, and professional growth of the talent required to provide expert financial planning services. By managing the corporate culture, the Chief People Officer ensures that the firm attracts and retains the best professionals in the investment industry. This leadership role involves designing programs that foster employee engagement and align the workforce with the firm's mission. Eric Bulmash drives the implementation of performance management systems that reward excellence and support the career development of all staff members. Through the oversight of human resources policies, the Chief People Officer ensures that the firm maintains a high-performance environment. Ultimately, Bulmash builds the human infrastructure necessary to support the firm's commitment to high-net-worth clients.
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Frequently Asked Questions Regarding NICOLA WEALTH MANAGEMENT Top Executives and Leadership Team
