Nikala Radley-Smith, CIMDirector, Client Services & Portfolio Strategist

Nikala draws on over 15 years of experience in the investment management industry, gaining the necessary knowledge to help RowanOak clients reach their dreams and goals. Nikala works closely with Paul managing all aspects of your family’s financial wealth.

She began her career with a big five bank, where she served for over 4 years. She then spent close to a decade on Bay Street at one of Canada’s largest independent asset management companies, where she was responsible for business development and distribution of their investment products to the financial advisory community. Most recently, Nikala used her extensive industry expertise to help build out distribution of a new platform at Canada’s leading Fintech startup.

Nikala has a Bachelor of Administrative and Commercial Studies from the University of Western Ontario, with a specialization in Finance. She is a Chartered Investment Manager (CIM®), and is currently pursuing her Certified Financial Planner (CFP®) designation.

Outside of the office, Nikala likes to cook, travel, read, and spend time with her husband, Oliver, and their two young children, Alessandra and Benjamin.