Meet the team at WealthBar

Financial experts ensure that every portfolio and investment helps clients reach their financial goals. Our expert technology team designs, and creates the smoothest, easiest, and most amazing investing and personal financial planning experience possible.

Tea Nicola
Co-founder & CEO
Tea 2x

Tea Nicola is passionate about personal finance and wants to help people understand how small changes can make a big difference. Originally a mechanical engineer, she later spent years working as a financial advisor and advisor trainer. Tea is excited about transforming the way Canadians get personal financial advice.

Chris Nicola
Co-founder & CTO
Chris 2x

Chris is a software engineer and has a M.Sc in applied math. His experience with wealth management started with his first job, working in IT at his father's wealth management firm when he was 14. Many ideas that have gone into WealthBar are the result of many years spent working to modernize the business of financial advice.

Neville Joanes CFA
Portfolio Manager & CCO
Neville 2x

Neville oversees portfolio management and investment operations at WealthBar, ensuring that clients' portfolios meet their objectives. He is dedicated to his goal of always delivering the best investment management to our clients. Neville is also a CFA charterholder.

David Dyck CFP & CIM
Financial Advisor & Portfolio Manager
David 2x

David loves to help clients understand and achieve their goals. As a financial advisor, he works with clients across Canada to develop and review their financial plans. David also has a passion for investment management which he exercises in his role as Portfolio Manager. David is both a Certified Financial Planner® and a Chartered Investment Manager with over 7 years of experience working with clients.

Mathieu Chouinard CFA
Financial Advisor & Portfolio Manager
Mathieu

Mathieu is dedicated to helping Canadian families reach their goals with efficient and affordable investment solutions, and the help of technology. He’s enthusiastic to help clients understand macroeconomics, markets' structures, and investment psychology, so that they can become better investors. Mathieu is a CFA charterholder with over 8 years of wealth management experience in both French and English.

Marianne Tremblay
Financial Advisor
Marianne 2x

Marianne has always been passionate about investing and shaped this interest throughout her studies at Concordia University. After gaining experience in wealth management at National Bank Financial, she now helps WealthBar clients invest in their future in both French and English from WealthBar’s Montreal office.

Justyna Haitner
Office Manager
Justyna 2x

Justyna is a well organized, with experience as both an executive and administrative assistant. She is a great problem solver with a lively sense of humour and sharp wit. She contributes to operational excellence by keeping the office on track, and on its toes!

Denny Hollick
Marketing Director
Denny 2x

Denny is a jack-of-all trades with strengths in marketing, communications, business, and design. With a B.Com in Entrepreneurial Management, he has a passion for fostering innovative, growing organizations, and was the winner of the 2014 Techstars’ Global Startup Battle. He’s a self-declared nomad when he’s not in the office, having been to over 36 countries including North Korea and nearly circumnavigated the globe by sea.

Lisa Taniguchi
Graphic Designer
Lisa 2x

Lisa is a designer with a love for branding, typography, and a good bowl of spicy noodles. She manages WealthBar’s brand and designs the user interface and marketing. In an industry dominated by conservative brands and confusing jargon, Lisa works to create a friendly, straightforward experience for WealthBar clients.

Archie Hublikar
Lead UX Designer
Archie 2x

Archie drives user research and designs the client experience at WealthBar. With over 12 years of experience in design, she is passionate about user experience and always puts a user’s needs before all else. Instead of people’s needs and wants being dictated by technology, she believes in a future where technology is less visible, more integrated, and ultimately, more human.

Cliff Hammerschmidt
VP Engineering
Cliff 2x

With his expertise in backend development and managing teams, Cliff helps guide WealthBar’s technology by improving the development process, mentoring fellow developers, and of course, writing code. He believes investing in people allows teams to create software that leads the market. Cliff loves a good meal with a glass of wine and runs VanDev, a local software development meetup with over 5,000 members.

Vojtech Pithart
Software Developer
Vojtech 2x

Vojtech is a backend developer that cares about milliseconds of latency and loves automated testing. By ensuring the security for WealthBar’s data, he is excited to help Canadians invest easily and safely. When he’s not buried in system structures, Vojtech enjoys learning with his kids, riding his bike, or adventuring in British Columbia’s beautiful outdoors.

JF Arseneau
Software Developer
Jf 2x

As a full-stack software developer, JF helps to build WealthBar and the tools that bring financial planning into the Internet age. He loves technology, good food, electronic music, and cyberculture. He believes that technological innovation improves lives and works to close the gap between what could be and what is.

Christoffer Johansen
Software Developer
Christoffer 2x

Christoffer is a software developer with an appreciation for beautiful, simple, and functional design with a strong user experience. He has a BBA, and spent years in sales and management before giving in to the itch of wanting to create software. Ever since getting tangled up in lines of code, his gaze rarely leaves the computer. If it does, his mind usually wanders to guitar licks, something new to learn, or the nature in BC.

Our Advisors

Johnnicola

John Nicola

John is the Chairman & CEO of Nicola Wealth Management, which currently manages over $3 billion in investments. A veteran of the financial services industry since 1974, John is nationally acknowledged as one of the leaders in estate and financial planning. A recipient of the 2011 Ernst & Young Entrepreneur of the Year award, he also has over 40 years of success and experience in wealth accumulation and management through the use of trusts, creative pension and insurance arrangements, and professional investment managers.
Howardatkinson

Howard Atkinson

Howard is a long standing authority in the investment management industry with over 25 years of experience. He is the former Founding Chair of the Canadian ETF Association and wrote the world's first book about ETFs. In 2010 he was awarded the 'Top Educator' title for fostering financial literacy among Canadians and is a long-time consumer advocate. He is very actively involved in the industry and recently retired from his position as President of Horizon ETF's. He is a past President of the Toronto CFA Society board of directors, as well as a member of the S&P/TSX Canada Index Advisory Panel.
Berndpetak

Bernd Petak

After eight years as an engineer, Bernd graduated with an MBA from Richard Ivey School of Business. Subsequently, Bernd finished a ten-year tenure at Deloitte as a partner responsible for regional strategy and operations practice. He has provided strategy and operations advice to numerous technology companies, including acting as Director, COO, CFO or CEO to several. Being an active member of the Vancouver technology community, he is a mentor for several Vancouver-based accelerators and a formal advisor to a number of start-ups.
Lancetracey

Lance Tracey

Lance is the co-founder of Sutton Group Realty and has been an early-stage investor in many successful technology startups. In addition to Sutton Group, he is also the co-founder for FullStack, Peer 1 Network, and Internet Direct. His most recent exit was with Peer 1 Hosting, which was acquired by Cogeco Cable for $526 million. Lance has a wide range of business expertise, including information services, broadband carriers, colocation, hosting and franchise real estate operations.
Paulgeyer

Paul Geyer

Paul is a prolific early-stage startup investor and won BC's 2010 Angel Investor of the Year award. A successful entrepreneur in the area of medicine and technology, Paul is currently the CEO of LightIntegra Technology Inc., a spin-off from Canadian Blood Services. In addition to his role at LightIntegra, Paul is Chairman at Neovasc, and is an active Angel investor in technology and life science companies. Over the past 20 years Paul founded and led two companies through their growth phase; both companies have grown to be anchor medical device companies in Vancouver.