Co-Founder Chris Nicola takes house the win for WealthBar

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Co-Founder Chris Nicola takes house the win for WealthBar

“This week, the WealthBar Co-Founder and COO, at age 39 was acknowledged in Enterprise in Vancouver’s Forty Beneath 40 awards of their Dec. four version. WealthBar is a robo-advisory delivering monetary planning companies and low-cost funding portfolios to buyers, based in 2014. It’s a registered portfolio supervisor in all Canadian Territories and Provinces with over $275 million in belongings underneath administration(AUM).Right now, Chris leverages his 25-plus years of expertise, and his ardour and dexterity for numbers and know-how to drive WealthBar ahead.”

That’s from our press launch. And right here’s a pleasant little blurb from the precise BiV characteristic: 

Whereas working for numerous tech firms, Nicola seen one thing that solely somebody who grew up round finance professionals would possibly acknowledge. Most of his friends hadn’t began to think about their very own monetary planning methods. Nicola struggled making an attempt to advise his pals and colleagues on how one can finest make investments their cash, understanding that mutual fund charges had been excessive and that they didn’t manage to pay for for the companies of a wealth funding supervisor.  

With no passable options for his friends, Nicola and his spouse, Tea, determined they might develop an answer.  

… 

Whereas each firms are portfolio managers, WealthBar has introduced wealth administration into the 21st century by offering ease and entry to teams of people that would in any other case not have the flexibility to entry skilled monetary administration.  

Normally, once we get some excellent news at WealthBar, I get my advertising author to share it with the world. However this time, the information is extra private. I wished to share some ideas. 

Christopher Nicola is  my Co-Founder. And for individuals who have made the reference to our surname, then, you already know we’re household, too. As you most likely learn above, we began WealthBar collectively, in 2014 — and he was the proper particular person to do that with. 

You see, Christopher had already determined he was going to modernize how Canadians get monetary recommendation on the age of 14. At an age when most youngsters are taking part in video video games (OK, in equity, Christopher performed his share of video video games too) he was studying to use know-how within the monetary administration business again within the 1990s. With that early begin, he may leverage over 25 years of expertise, alongside together with his ardour and dexterity for numbers and know-how. 

Christopher noticed early on how a lot alternative there was to digitize a standard paper-weighted business. And his schooling path led him to the place he wanted to be to do this.  

I used to be there when he was incomes his Masters of Science in utilized math from Queens College (The truth is, that’s how we met, in college). That’s the place he developed his experience as a software program engineer. Working at Nicola Wealth Administration in numerous roles, we talked about the potential for making high quality, low-cost investments accessible to all Canadians. 

This award is a good achievement. And the kicker is that now we’ve each gained! After I gained final 12 months, we took it as a giant signal for the corporate that we had been doing one thing proper. However for Christopher to win, back-to-back — nicely, possibly this implies husband-and-wife groups are the way in which to go when constructing your fintech firm? 

In all seriousness, I’m so happy with Christopher for his achievement. We’ve grown collectively and WealthBar wouldn’t exist or be as profitable as it’s with out his ingenuity. Thanks for the whole lot, Christopher. Trying ahead to our subsequent awards! 

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