Senior Wealth Advisor & Portfolio Manager
Expert in tax structures for healthcare professionals and entrepreneurs, Nicolas Schulman has been in the financial industry for 19 years. After graduating in Economics from Concordia University, Nicolas started his career in the National Bank branches, as a Private Banker and Financial Planner. Quickly, his interest in the Equity markets and wealth management brought him to change direction and pursue his path within National Bank Financial, leading him to obtain the CIM (Chartered Investment Manager) designation.
Over the years, he has developed a personalized approach, tailored to meet his clients’ specific needs in terms of investment, portfolio management, estate planning and insurance coverage.
Indeed, Nicolas has built a true family office. He leads a team of 12 employees at Schulman Group and collaborates closely with a team of dedicated experts, such as tax lawyers, accountants, commercial and private bankers, financial security advisors, and mortgage specialists.
He enjoys undisputed credibility in the industry and frequently collaborates on various economic articles. His expertise has been recognized on several occasions, notably as NBF National Wealth Advisor of the Year (2019), Regional Wealth Advisor of the Year (2018 and 2020), Best Asset Growth within NBF (2010, 2011 and 2020), and Personal Private Banker of the Year at National Bank (2008).
Among his community service commitments, he sits on the Board of Directors of the Emergo Foundation, aiming to ensure sustainability of Emergo Respite, an organization providing respite to parents of autistic children. He is also actively involved in the CHU Sainte-Justine Foundation, through the organizing committee of the Sainte-Justine Ball. Since the beginning of its involvement, the Schulman Group has raised over $ 100,000 for the event.
On a more personal note, Nicolas shares his life with Corinne and together they raise their beautiful 2-year-old. He enjoys outdoor activities such as golf, snowboarding and surfing.