Chris Nicola – CEO, Nicola Wealth

from Growth by Design with Diraj Goel · host Matt McCoy

What happens when a startup operator takes over a $17B wealth management firm?In this episode of Growth by Design, Diraj Goel sits down with Chris Nicola, CEO of Nicola Wealth, to unpack the intersection of fintech innovation, legacy finance, and the future of wealth management in Canada.Chris shares his journey from early software development and startup building to co-founding one of Canada’s first robo-advisors and eventually stepping into the CEO role at Nicola Wealth. The conversation dives deep into the realities of disrupting a traditionally conservative industry, the challenges of scaling innovation within institutional systems, and how AI is already reshaping advisor workflows and client experiences.They also explore one of the biggest shifts happening today: the massive generational transfer of wealth, the hidden complexities of estate planning, and why most families are more unprepared than they think.This is a conversation about building at scale, challenging outdated systems, and designing leverage both in business and in life.

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This episode is 30 minutes long.

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This episode was published on March 31, 2026.

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