Nicolas Schulman

Investment Advisor & Senior Vice-President


A graduate in Economics from Concordia University, Nicolas Schulman has 15 years of experience in the field of finance.

He prefers a personalized approach, both in portfolio management and wealth management, and specializes in emerging markets, exchange traded funds (ETFs), and bond strategies.

He also has broad experience in setting up tax structures for entrepreneurs and healthcare professionals.

His expertise has been recognized on several occasions, being named Personalized Banker of the Year, and receiving awards for best asset growth within National Bank Financial (Montreal) in 2010 and 2011. He was also named Investment Advisor of the year, for Montreal region in 2018.


Nicolas Schulman enjoys undisputed credibility in the industry and frequently collaborates on various economic articles.