Your Crew

  • Michael Nichols, B.B.A., CMA, CPA, EPC, CFP, CLU, CIM®

    Founder (1960 - 2024)

  • Joshua Nichols

    President

    Direct Phone: 519-836-9910

    Having been passed the reins by his father, Josh Nichols is now the visionary leader behind Compass Private Wealth, which was founded by Michael Nichols. Josh is dedicated to empowering individuals and families to achieve their financial goals and secure their futures. With a profound commitment to excellence and a wealth of experience in the financial industry, Josh leads his firm with integrity, expertise, and a personalized approach to client service.

    As President of Compass Private Wealth, Josh remains steadfast in his commitment to helping clients achieve financial security, realize their dreams, and create a legacy that endures for generations to come.

     

  • Hamed Murad, B.A., CIM

    Portfolio Manager

    Hamed’s unique approach focuses on building strong, authentic, long-term relationships with his clients with a view to understanding their core values and beliefs, vision for the future, and what they ultimately want to achieve as the end-result of wealth building.  Whether his clients are focused on creating a strong asset base, security for future generations, personal freedom, or more quality time with family, Hamed prioritizes accounting for these diverse factors and designs a highly customized financial plan and portfolio of investment strategies that achieve the ideal balance.

    His priority is to ensure his clients meet their financial goals efficiently without leaving money on the table. In so doing, he delivers industry-leading excellence in client satisfaction.  He further distinguishes himself among wealth advisors by focusing on his clients’ overall well-being and not just their financial concerns. He is a trusted advisor who understands that a client’s financial goals are intertwined with the challenges of life. Whether their lives are being impacted by unexpected changes in business, family life, relationships or health, Hamed creates a safe space for his clients to share their concerns and helps them plan and adjust targets accordingly.  He is ready to listen, offer guidance and support, and is committed to helping his clients on their journey towards inner and outer fulfillment not just financially, but in their lives generally.

    Hamed’s holistic approach to financial planning and well-being stems from his diverse professional background and travels. He speaks four languages, has lived in five countries, and has worked in major banks across Europe, Africa and North America. His unique experience has provided him with valuable insights into how markets and people are influenced by belief systems which, if understood, can provide the key to unlocking wealth and personal fulfillment.

    Hamed received his Honours bachelor’s degree in economics from the University of Wales, UK and began working as an Investor Relations Analyst for one of the largest European banks shortly thereafter. He joined CIBC Imperial Service as a financial advisor in 2011 and was recognized as one of the top advisors in the Toronto Downtown district. He was also appointed to the position of Wealth Management Instructor at Seneca College.  Hamed is a CIM charter holder.

    In his spare time, he enjoys kayaking, camping, hiking and reading historical non-fiction. He also enjoys meditation, chess and learning to play musical instruments.

  • Jennifer Leisemer

    Operations Manager

  • Kaitlyn Dunlop

    Administrative Assistant

  • Kari Tavener

    Chief Compliance Officer

Community Involvement

Giving back means giving of ourselves.

The idea of putting others first comes naturally to us, from our clients to our neighbours – it’s the right thing to do. You’ll find us giving back in countless ways, rolling up our sleeves and pitching in to support the organizations that help this community thrive. We invite you to learn more about the educational, civic, social and philanthropic endeavors we support with our time, energy and expertise. If you’d like to be involved, please feel free to contact us to learn more about upcoming events.