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

Senior Wealth Advisor & Portfolio Manager

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. 

Scott Varey

Senior Wealth 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.

Brendan Lee

Wealth Associate 

Brendan graduated from Wilfrid Laurier University with an Honours Bachelor of Business Administration, specializing in Finance and Economics. Brendan is particularly passionate about macroeconomic movements and top-down approach to investment research. With a dedication to quality client service, Brendan looks forward to providing clients with a seamless wealth advisory experience.

Robert Reid

Wealth Associate 

Robert graduated from McMaster University with an Honours Bachelor of Commerce Degree, and a specialization in Finance and Microeconomics. He possesses a keen interest in capital markets and looks forward to helping the Team identify economic and evolutionary trends. With a sharp understanding of the importance of client service, Robert is committed to providing an excellent client experience.

Our Partners

Our Financial Advisors | The Nicolais Wealth Management Group | National Bank Financial - Wealth Management
Photo of Christine King, Senior Advisor, Estate Planning, partner.

Christine King, J.D., TEP

Senior Advisor, Estate Planning

National Bank of Canada

As a Trust and Estate Planning Professional, Christine provides client centric comprehensive advice and estate plans for National Bank Financial clients. She provides guidance and strategic advice that addresses the personal wealth transfer goals and potential pitfalls of each unique client and/or family – all with the ultimate objective of creating peace of mind.

Christine’s legal experience includes private practice as well as a major financial institution. She has a particular strength in the world of Trusts. Christine completed her undergraduate studies at McGill University prior to obtaining her law degree from the University of Saskatchewan.

She is a member of the Law Society of Ontario, the Canadian Bar Association, Canadian Tax Foundation, and is a designated Trust and Estate Practitioner (TEP) as granted by the Society of Trust and Estate Practitioners.

Our Financial Advisors | The Nicolais Wealth Management Group | National Bank Financial - Wealth Management
Photo of Marie-Claude Blanchet, Senior Financial Planning Consultant, partner.

Marie-Claude Blanchet, CFP, R.F.P., CIM, FCSI.

Senior Financial Planning Consultant

National Bank of Canada

Marie-Claude has been a financial planner for over 25 years, providing comprehensive financial planning advice to a wide range of clients, including business owners, senior executives, physicians and retirees. She provides wealth management solutions and financial strategies in the areas of retirement planning, tax planning, cash management, estate and gift planning, and insurance planning.  As a planner, Marie-Claude has worked in a variety of financial institutions: niche-market financial institutions (educators and physicians), bank-owned wealth management divisions and a small financial planning firm dealing with high-net-worth clients. Marie-Claude obtained her Bachelor of Commerce (Hons) from the University of Ottawa and holds the Certified Financial Planner (CFP), Registered Financial Planner (RFP), Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations.

Contact us

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