Meet the team at WealthBar

Raisedhands

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.

Team collage 2x
The Executive Team
Tea 2x

Tea Nicola

Co-founder & CEO
Chris 2x

Chris Nicola

Co-founder & CTO
Neville 2x

Neville Joanes CFA

CIO
Cliff 2x

Cliff Hammerschmidt

VP of Engineering
Gwynne 2x

Gwynne Fane

VP of Marketing & Communications
Your Investment Experts
David 2x

David Dyck CFP & CIM

Financial Advisor & Portfolio Manager
Mike 2x

Mike Costley

Financial Advisor
Chris arthur 2x

Chris Arthur

Financial Advisor
Tadaaki 2x

Tadaaki Sun

Financial Advisor
The Rest of the Team
Alex 2x

Alex Georges

Software Developer
Pez 2x

Andrew Pengelly

Software Developer
Christoffer 2x

Christoffer Johansen

Software Developer
Jf 2x

JF Arseneau

Software Developer
Joel 2x

Joel Andrews

Software Developer
Jonathon 2x

Jonathon Narvey

Content Manager
Justyna 2x

Justyna Haitner

Office Manager
Kate 2x

Kate Jinaphant

Digital Marketing Coordinator
Lisa 2x

Lisa Taniguchi

Creative Director
Naomi 2x

Naomi Kariya

Executive Assistant
Sharifa 2x

Sharifa Samuels

Software Developer
Tina 2x

Tina Yiu

Product Owner
Vojtech 2x

Vojtech Pithart

Software Developer

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.