![Christopher Warner](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Christopher Warner
Consultant / Advisor at
Nicola Wealth Management Ltd. (Private Equity)
Finance
Profile
Chris is a Wealth Advisor based in Victoria, BC.
He has a deep passion for financial planning which he channels, along with extensive experience and knowledge, to provide superlative outcomes for his clients.
Prior to joining Nicola Wealth, Chris spent over 7 years in senior advisory roles at a specialty wealth management firm dedicated exclusively to planning for Canadian Physicians and their families.
He worked with the firm’s highest net worth, incorporated clients in developing sophisticated and comprehensive retirement and estate plans.
A “jack-of-all-trades,” over his career Chris has worked in investment & wealth management, mortgage lending, small business banking, and insurance.
He first began work in a financial advisor capacity in 2008 (talk about a “trial by fire”).
Chris holds the Certified Financial Planner (CFP), Chartered Investment Manager (CIM) and Personal Financial Planner (PFP) designations.
Chris is also a Fellow of the Canadian Securities Institute (FCSI).
Christopher Warner active positions
| Companies | Position | Start |
|---|---|---|
Nicola Wealth Management Ltd. (Private Equity)
 Nicola Wealth Management Ltd. (Private Equity) Investment ManagersFinance Nicola Wealth Management invests in middle market companies located across the globe, primarily in North America and Canada with revenue of greater than USD 20 millions and EBITDA of greater than USD 5 million. The firm focuses on fund-of-funds that invests directly and indirectly in private equity, venture capital, infrastructure assets, private debt, and real estate debts. It provides financing in the form of mergers & acquisitions, leveraged buyouts, management buyouts, growth financing, recapitalizations, senior, unitranche, mezzanine debt financing and other event-driven transactions with investment size of USD 10 - 50 millions. It also makes co-investments. | Consultant / Advisor | - |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
65
1st degree connections
1
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Nicola Wealth Management Ltd. (Private Equity)
Nicola Wealth Management Ltd. (Private Equity) Investment ManagersFinance Nicola Wealth Management invests in middle market companies located across the globe, primarily in North America and Canada with revenue of greater than USD 20 millions and EBITDA of greater than USD 5 million. The firm focuses on fund-of-funds that invests directly and indirectly in private equity, venture capital, infrastructure assets, private debt, and real estate debts. It provides financing in the form of mergers & acquisitions, leveraged buyouts, management buyouts, growth financing, recapitalizations, senior, unitranche, mezzanine debt financing and other event-driven transactions with investment size of USD 10 - 50 millions. It also makes co-investments. | Finance |
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