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 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 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 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 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 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.
Joseph loves to find creative solutions to guide his clients to the right retirement savings package for their company. With 13 years of experience in the financial services industry, he provides sound, objective guidance with a focus on investor education. Multi-faceted, Joseph has earned an MBA and has a certificate in financial planning with a life insurance and mutual fund licence.
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 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 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 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.
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 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.
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 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.