Nicholas Teo

Investment Advisor

“Offering Wall Street-caliber investment analysis and advice to discover emerging ideas and trends.” – Nicholas Teo.

Nicholas Teo, Investment Advisor in our Oakville branch, has over 15 years of investment experience. He has been licensed in Canada to provide wealth management and investment advice since 2014.

Previously, he accumulated more than ten years of know-how in investment research as an equity analyst at Macquarie, Credit Lyonnais Securities Asia (CLSA), and ING. He enjoyed frequently presenting investment recommendations to large institutional investors on Wall Street and other global financial centers such as London, Chicago, Hong Kong, and Singapore.
They included chief investment officers and portfolio managers at major asset management firms such as Fidelity, Franklin Templeton, BlackRock, JP Morgan, UBS, CJ, and Manulife.

Nicholas has a B.A. Sc. in Systems Design Engineering from the University of Waterloo, followed by an MBA from the Richard Ivey School of Business at the University of Western Ontario.

Nicholas leverages his strong background in tech to focus on exciting new opportunities in this fast-paced and high-growth sector.

Nicholas is an ardent baseball fan and coaches his son’s rep team.

Reach out to Nicholas today to seek his latest views on markets and tech trends.

PI Financial Corp. and Echelon Wealth Partners Inc. are now Ventum Financial Corp.

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