Nancy began her career in the investment industry in 2001 with a BA, Financial and Economic Studies from the University of Western Ontario. As a founding member of one of the country’s top wealth management teams, Nancy honed her expertise by advising some of Canada’s most successful families. Long-term clients include executives, business owners, and multigenerational families who benefit from her holistic approach.

Nancy’s stellar reputation is based on her ability to provide personalized investment strategies that maximize gains, minimize taxes, and transfer wealth efficiently to the next generation.

John began his career in the investment industry in 2004 with a degree in Aerospace Engineering from Ryerson University. His disciplined and structured approach to the investment process involves a unique blend of tax planning, investment returns and commitment to world class client service.

John works extensively with accredited investors, business owners, entrepreneurs, and professionals. In collaboration with their trusted accountants and lawyers, he develops custom-tailored solutions designed to minimize taxes today and in the future. He continuously seeks the most efficient tax and investment strategies to help his clients achieve their personal financial goals.

Emily began her career in the investment industry in 2017 and joined Nicol Sanchez Partners in 2019. Committed to always putting clients first, Emily is responsible for executing buy/sell transactions in equities, fixed income, and alternative investment products, while providing on-going administrative support. Emily has a B.A. (Hons) from University of Toronto and a Master of Political Science from York University. She also studied abroad at l’Institut des sciences politiques de Paris and is highly proficient in French. With experience in both the socio-political and financial sectors, Emily offers a unique perspective on the influence of political factors on investments, ESG products, and sustainable investing.

Riddhi's journey into the investment world began in 2021, and in 2023, she joined Nicol Sanchez Partners. Armed with a distinguished BBA (Hons) degree, majoring in finance from the University of Guelph-Humber, Riddhi embodies a rare blend of academic rigour and practical acumen. Her dual attainment of a degree and a diploma underscores her commitment to excellence and her proactive approach to acquiring multifaceted skills.

Within Nicol Sanchez Partners, Riddhi assumes a pivotal role in providing comprehensive administrative and client support. Her meticulous attention to detail ensures that no aspect of client services gets overlooked, while her astute financial understanding enables her to navigate complex requirements skillfully.

Riddhi's dedication surpasses administrative duties; with a passion for finance, she ensures that client needs are not just met but exceeded through proactive communication and attentiveness, fostering lasting relationships.

Ryan began working with Nicol Sanchez Partners in June of 2023 as an administrative assistant. As an assistant to the associates, he is responsible for ensuring client requests, questions and concerns are heard and acted on promptly.

Through this administrative position, Ryan has been gaining essential knowledge in the investment industry, learning how to develop personalized investment strategies that maximize gains and minimize taxes while mitigating risk.

With a Bachelor of Science degree from Wilfrid Laurier University, with a focus on psychology, Ryan adds a unique perspective to both client relations and market behaviour.