Joshua Nichols
Managing Partner | Wealth Consultant
The life behind the money
I take a deeply personal approach to wealth, grounded in long, genuine relationships and a focus on the life behind the money. I specialize in guiding people through life’s transitions, helping them clarify their values, long-term goals, and the deeper purpose of their wealth, whether that is independence, family time, legacy, or stability during uncertain times.
More than a portfolio
What sets my work apart is a commitment to my clients’ overall well-being, not just their portfolios. A financial plan cannot be separated from a career change, a family shift, or a health challenge, so I make room for all of it and help clients navigate change with clarity and confidence. Before entering wealth management, I worked across several industries, which is why I connect easily with each client’s story.
Outside the office, you will usually find me cheering on my daughters on the golf course or on the ice with my family.
Hamed Murad, CIM
Managing Partner and Portfolio Manager
Discipline over impulse
I am a portfolio manager with a discipline rooted in human behaviour and a commitment to long-term growth. Over fifteen years in investment strategy, I have learned that markets reward patience and punish impulse. I pair market expertise with behavioural insight to keep clients focused when emotion says otherwise.
A global background
My path has taken me through five countries on four continents, and I speak five languages, which shapes how I read global trade, geopolitics, and risk. I hold an Honours degree in economics from the University of Wales, as well as the Chartered Investment Manager and Personal Financial Planning designations. I began in banking in England and Africa, was recognized among Toronto’s top advisors at one of the Big Five banks, and moved into private wealth to work to a true fiduciary standard. I have also taught wealth management at Seneca College.
Away from the markets, you will find me with family, hiking, camping, at a chessboard, or immersed in a work of history.
The team behind the partners
In a relationship measured in decades, who you work with matters as much as what they manage.
Kari Tavener
Chief Compliance Officer
Jennifer Leisemer
Operations Manager
Kaitlyn Dunlop
Administrative Assistant
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519-836-9910
