Nick Whiteman
About Nick Whiteman
Nick Whiteman is a Wealth Management Associate with a background in financial services, having worked at various firms including CIBC and MD Financial Management. He holds a Bachelor of Arts in Honours Economics and Financial Management from Wilfrid Laurier University.
Current Role at MD Financial Management
Nick Whiteman serves as a Wealth Management Associate at MD Financial Management since 2022. In this role, he is involved in providing financial advice and support to clients, focusing on wealth management strategies. His experience in the financial sector enables him to assist clients in navigating their financial goals effectively.
Previous Experience in Wealth Management
Prior to his current position, Nick worked at CIBC Wood Gundy as a Client Associate from 2020 to 2021 in Toronto, Ontario. He then transitioned to CIBC as an Associate Financial Advisor from 2021 to 2022 in Kingston, Ontario. These roles provided him with foundational experience in client relations and financial advisory services.
Educational Background
Nick Whiteman completed his secondary education at Port Credit Secondary School, where he earned a SciTech Certificate from 2006 to 2010. He furthered his education at Wilfrid Laurier University, obtaining a Bachelor of Arts (B.A.) in Honours Economics and Financial Management from 2010 to 2014. His academic background supports his expertise in financial management.
Early Career Experience
Nick's early career included various roles that contributed to his professional development. He worked as a Warehouse Worker at Exide Technologies for three months in 2011 and as a National Billing Team Summer Student at RSA for three months in 2012. Additionally, he served as an Institutional Marketing Support Associate at Burgundy Asset Management Ltd. from 2015 to 2018, where he gained experience in marketing within the financial sector.