Meet the team at WealthBar

Our financial experts ensure that every dollar helps WealthBar clients reach their financial goals. Our expert technology team designs and creates a smooth, easy, and intuitive online investing experience.

The Executive Team

Tea Nicola

Co-founder & CEO

Chris Nicola

Co-founder & CTO

Neville Joanes CFA

CIO

Cliff Hammerschmidt

VP of Engineering

David Dyck CFP & CIM

Head of Client Services

Gwynne Fane

VP of Marketing & Communications

Your Investment Experts

Amanda Singh

Director of Finance & Compliance

Clayton Brown CFP & CIM

Financial Adviser & Portfolio Manager

Daniel Kent

Business Development Manager

Jane Yang

Associate

Julia Faletski

Financial Adviser

Kam Rai

Business Development Manager

Marie-Eve Mang

Admin Co-ordinator

Mason Ma CFA

Head of Trading and Portfolio Management

Richard Woo

Financial Adviser & Portfolio Manager

Roja Aslani

Insurance Specialist

Ryan Bevelander

Financial Adviser

Sophia Spantios

Customer Success

Victoria Ramirez-Boyes

Administrative Associate

Vivian Chen

Associate

The Rest of the Team

Alex Georges

Software Developer

Andrew Pengelly

Software Developer

Annie Chang

Graphic Designer

Artem Kuznetsov

Software Developer

Christoffer Johansen

Software Developer

Danielle Klassen

Senior Manager, Communications

Eric Wilson

Software Developer

JF Arseneau

Software Developer

Julian Liao

Product Designer

Justyna Haitner

Office Manager

Kate Jinaphant

Digital Marketing Coordinator

Lisa Taniguchi

Creative Director

Mel Delosada

Software Developer

Michelle Yule

Digital Marketing Manager

Nathan Kondra

Software Developer

Newvick Lee

Software Developer

Sharifa Samuels

Software Developer

Tina Yiu

Product Owner

Travis Rempel

Software Developer

Our Directors

Darie Urbanky

COO of CI Investments

Dave Poster

Senior VP, Strategy and Finance of CI Financial

Kambiz Vatan-Abadi

CIO of CI Investments & CEO / President of BBS Securities