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.
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
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.
Carrie Koo
Wealth 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
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.
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.
