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.

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. 

Riley Baiden

Associate

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
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.