Our Team

Our story

Wealthsimple has always believed that great advice, empowered by great technology, is what delivers the best outcomes for clients.

We launched our direct-to-consumer business in 2014 with the belief that technology could make investing simpler, more transparent, and more cost-effective for clients. It quickly became clear there was the opportunity to use this technology to help advisors deliver full-service advice to their clients at greater scale.

Many advisors provide high-value advice to their clients every day. But they're facing heightened pressure and scrutiny from regulators and media, and downward pressure on fees. Wealthsimple for Advisors empowers them to help their clients reach their financial dreams — and build a thriving practice in the process.

Leadership

J-F Courville, CFA

Chief Executive Officer

As a seasoned executive with 30 years' experience in the wealth management business, J-F knew what advisors wanted and needed — and also knew that the traditional players weren't delivering it. So he joined Wealthsimple for Advisors to drive the industry forward, giving advisors the tools to deliver exceptional value to their clients, while building thriving businesses.

Dave Nugent

Chief Client Officer

A member of Wealthsimple's founding team and a former advisor himself, Dave saw the opportunity to apply the technology the company built for its direct-to-consumer product to the advisor business. He's passionate about working with advisors to help them optimize and scale their practice.

Team

Our Wealthsimple for Advisors team includes experienced financial, compliance, technology, account and operations, and marketing and communications professionals.

Aaron Fried

Transition Associate

Alex Lecca

Engineering

Alex Riedler

Engineering

Allison Tse

Product

Artem Litchmanov

Engineering

Avrum Laurie

Product

Borys Petriczko

Design

Chris Arthur

Portfolio Management

Chris Baran

Engineering

Jessica Dunkel

Account Management

Jon Needham

Growth

Jon Nguyen, CFA

Advisor Relations

Junjie Chen

Engineering

Justin Bull

Security

Lindsey Wolfram

Compliance

Michael Judd

Engineering

Olivia Giammarioli

Finance

Paige Moult

Account Management

Paul Morrison

Account Management

Rachael Factor

Marketing

Randi Lippert

Account Management

Raveena Kokal

Advisor Transition

Richa Parikh

Strategy and Operations

Saksham Uppal

Product

Sean Amog

Engineering

Sean Pollock

Engineering

Shawn Compton

Engineering

Sophie Mayrand, CFA

Investment Research

Habib Syed

Engineering

Terence Chow

Engineering

Terence Shin

Transition Associate

Thomas Lui

Engineering

Tim Tham

Growth

Tina Holly

Engineering

Udara Weerasinghege

Engineering

Yegor Verkhorobin

Engineering

Zach Cregan

Engineering

Contact our team

Learn more about how Wealthsimple for Advisors can work for your business.

Get started

Or email advisors@wealthsimple.com