Nick Ouellette
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Nick Ouellette Email & Phone Number

Senior Associate, Portfolio Strategy and Analytics (Private Equity) at Northleaf Capital Partners
Location: Toronto, Ontario, Canada 8 work roles 4 schools
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Current company
Role
Senior Associate, Portfolio Strategy and Analytics (Private Equity)
Location
Toronto, Ontario, Canada
Company size

Who is Nick Ouellette? Overview

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Quick answer

Nick Ouellette is listed as Senior Associate, Portfolio Strategy and Analytics (Private Equity) at Northleaf Capital Partners, a company with 278 employees, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Nick Ouellette.

Nick Ouellette previously worked as Associate at Northleaf Capital Partners and Analyst at Northleaf Capital Partners. Nick Ouellette holds Master Of Business Administration - Mba from Smith School Of Business At Queen'S University.

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Email format at Northleaf Capital Partners

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Northleaf Capital Partners

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Profile bio

About Nick Ouellette

Nick Ouellette is a Senior Associate, Portfolio Strategy and Analytics (Private Equity) at Northleaf Capital Partners. Colleagues describe him as "Nick has played an instrumental role in helping me grow my wealth business over the last few years. His strong analytical background coupled with his ability to provide superior customer experience has aided us in meeting and exceeding our business objectives. Nick is very proficient in creating and designing proposals for members which have resulted in large consolidations of business over the years. Nick is considered to be a highly regarded asset to any team. " and "Nick is one of the most dedicated professionals I’ve ever worked with. He is a strategic problem solver with strong leadership and management skills. Nick is incredibly patient, deeply knowledgable in his field, and has an innate ability to explain complex concepts in a comprehensible manner. Nick always goes out of his way to make sure every project exceeds expectations. I have thoroughly enjoyed working with Nick, and know he would be a valuable asset to any team. "

Current workplace

Nick Ouellette's current company

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Northleaf Capital Partners
Northleaf Capital Partners
Senior Associate, Portfolio Strategy and Analytics (Private Equity)
Toronto, ON, CA
Employees
278
AeroLeads page
8 roles

Nick Ouellette work experience

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Portfolio Analyst, Thematic Portfolio

- Lead self-directed research on secular growth themes in global equities and present recommendations for investment- Research primarily within the Technology sector, including: cybersecurity, autonomous driving, cloud computing and education technology

Mar 2021 - May 2021

Financial Associate

Vancouver, Canada Area

- Jointly managed 500+ clients across multiple locations, growing AUM to $95m (15%) in two years- Initiated and led project to create PowerPoint templates for client meetings, which were adopted across the organization- Provided holistic advice for retirement, tax, estate and succession planning- Coached and mentored retail partners to increase wealth.

Dec 2018 - Dec 2020

Customer & Financial Services Representative

Vancouver, Canada Area

Apr 2016 - Dec 2018

Assistant Manager | Clerk In Charge

Jun 2009 - Dec 2016
Team & coworkers

Colleagues at Northleaf Capital Partners

Other employees you can reach at northleafcapital.com. View company contacts for 278 employees →

4 education records

Nick Ouellette education

Level Iii Candidate

Cfa Institute
FAQ

Frequently asked questions about Nick Ouellette

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What company does Nick Ouellette work for?

Nick Ouellette works for Northleaf Capital Partners.

What is Nick Ouellette's role at Northleaf Capital Partners?

Nick Ouellette is listed as Senior Associate, Portfolio Strategy and Analytics (Private Equity) at Northleaf Capital Partners.

Where is Nick Ouellette based?

Nick Ouellette is based in Toronto, Ontario, Canada while working with Northleaf Capital Partners.

What companies has Nick Ouellette worked for?

Nick Ouellette has worked for Northleaf Capital Partners, Queen'S University Alternative Assets Fund (Quaaf), Coast Capital Wealth Management, Coast Capital Savings, and Safeway Canada.

Who are Nick Ouellette's colleagues at Northleaf Capital Partners?

Nick Ouellette's colleagues at Northleaf Capital Partners include Edgar Haryanto, Tracy Kattos, Gurkeerat Singh, Cpa, Mitch Reeves, and Miranda Li.

How can I contact Nick Ouellette?

You can use AeroLeads to view verified contact signals for Nick Ouellette at Northleaf Capital Partners, including work email, phone, and LinkedIn data when available.

What schools did Nick Ouellette attend?

Nick Ouellette holds Master Of Business Administration - Mba from Smith School Of Business At Queen'S University.

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