Meet Our Team

Professionals who listen to your needs.

We work together to achieve your goals

The professionals at The Nicolais Wealth Management Group work closely with one another to provide excellent and consistent client service. We develop client centric portfolio strategies and investment solutions that emphasize wealth preservation with a focus on cash flow generation and long-term growth.

To compliment our strategy, we have access to an extensive network of financial & estate planners, insurance specialists, and accounting & legal professionals.

Our Team of Experts

Portfolio Manager, Senior VP, Senior Investment Advisor

After graduating with a B.Comm from the University of Toronto, Frank earned his CA, CPA with PWC before joining the wealth management industry. Frank has over 25 years of progressive wealth management experience, providing comprehensive investment advice that emphasizes wealth preservation with a focus on investment income and long-term growth. Frank is active in his community both sponsoring and coaching youth soccer and mentoring young professionals. 

Senior Investment Associate

As a Chartered Investment Manager (CIM), David graduated from the University of Western Ontario with a Bachelor of Management and Organizational Studies, specializing in finance. David also holds a certificate in Advanced Financial Analysis from Queen’s University. With 12 years of wealth management experience, David acts as the head trader with a focus on client investment management and research. David is an avid skier and golfer who enjoys travelling.

Speech bubble picto

English

Investment Associate 

Scott graduated from Queen’s University with an Honours Degree in Mechanical Engineering and a Certificate in Business. He has a keen interest in investment research, focused on automation, e-commerce and renewable energy. With a passion for providing excellent client service, Scott looks forward to contributing to the overall client experience at National Bank Financial Wealth Management.

Investment Associate 

Carrie graduated from Queen’s University with an Honours Bachelor of Commerce, specializing in Finance. Being an advocate for corporate responsibility, Carrie has also earned a Certificate in Social Impact for ESG investing. At Queen’s, Carrie was actively involved in philanthropic initiatives and studied abroad in Beijing. With an enthusiasm for client service, Carrie looks forward to working with clients to achieve their wealth management goals. 

Our Partners

Senior Advisor, Estate Planning
Senior Advisor, Financial Planning

Contact us

Get contact information for our team members and find out where our offices are.