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Senior Portfolio Manager & Investment Advisor
The desire to help people thrive led Nicholas to join the financial services industry 20 years ago. He’s now spent 13 of those years as an Investment Advisor, focused on empowering clients to live and give comfortably by bringing sound financial plans to life through a proven wealth management process. Devoted to building strong relationships, formed over the years, clients value his genuine care and personable, warm demeanor. Nicholas draws on his breadth of knowledge, experience and expertise to help clients achieve their financial goals.
Ongoing professional development is a priority for Nicholas. In fact, at 21 years of age, he became the youngest person in Canada to hold the Certified Financial Planner (CFP) designation. Nicholas then followed that up by earning the Chartered Investment Manager (CIM) designation, and he is currently working on obtaining a Master’s degree at Harvard University.
Nicholas is committed to giving back to his community, and is the founder and director of The Palahnuk Foundation with a mission to improve mental health for young people. He also enjoys staying active biking and hiking.
Senior Investment Associate
Forging personal connections has always been important to Nicola. Over her 19 years in the industry, Nicola has found great fulfillment making these connections and seeing the confidence and comfort that our team’s financial planning work gives our clients. Nicola appreciates the trust placed in her, and makes sure that clients know how much she values and cares about doing the very best for them. Nicola spent 13 years with another major Canadian financial institution where she her award-winning performance resulted in Nicola gaining a stellar professional reputation and becoming adored by clients.
In her current role, Nicola draws on her exceptional skills and experience to oversee the complete management of client accounts, planning and strategy. In her quest for ongoing professional development, Nicola has earned the advanced industry designation of Chartered Investment Manager (CIM).
Nicola approaches life with excitement and energy, and loves nothing more than spending her free time with the people most important to her, especially her husband, Rich. She also enjoys cheering on her favourite baseball team, the Toronto Blue Jays, travelling and staying active playing sports.
Client Service Associate
Chirag’s knack for numbers and his passion for the markets and the economy led him to study finance, commerce and international business and marketing at university. Over the next eight years, he gained valuable international experience and honed his expertise in a range of roles at major financial institutions in India and Canada. In his current role, Chirag focuses on investment analysis, creating investment proposals and financial planning. A warm, people person, Chirag values the relationships he builds with clients, as he helps them feel more in control of their financial situation by explaining complex scenarios in straightforward terms. In turn, they appreciate his knowledgeable advice and genuine level of care.
A big believer in lifelong learning, Chirag holds a Bachelor of Commerce, with a major in Finance, and a post-graduate diploma in International Business and Marketing from the University of Delhi. He has also completed the Canadian Securities Course and Conduct and Practices Handbook, and is licensed as a Registered Representative. Chirag is currently working on his Chartered Financial Analyst (CFA) designations and is a CFA Level 3 candidate.
Away from work, Chirag is an avid foodie who loves to try out different restaurants. He also enjoys travelling and watching his favourite sports teams play.
