Nick Lephan, Cfa
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Nick Lephan, Cfa Email & Phone Number

Vice-President, Product Specialist at Ninepoint Partners
Location: Greater Montreal Metropolitan Area, Canada 8 work roles 1 school
1 work email found @ninepoint.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email n****@ninepoint.com
LinkedIn Profile matched
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Current company
Role
Vice-President, Product Specialist
Location
Greater Montreal Metropolitan Area, Canada
Company size

Who is Nick Lephan, Cfa? Overview

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Quick answer

Nick Lephan, Cfa is listed as Vice-President, Product Specialist at Ninepoint Partners, a with 70 employees, based in Greater Montreal Metropolitan Area, Canada. AeroLeads shows a work email signal at ninepoint.com and a matched LinkedIn profile for Nick Lephan, Cfa.

Nick Lephan, Cfa previously worked as Associate Vice-President, Alternative Product Specialist at Ninepoint Partners and Associate, Canada East Distribution at Wisdomtree Asset Management Canada, Inc.. Nick Lephan, Cfa holds Bachelor Of Commerce (B.Com.), Finance And Financial Management Services from Mcgill University.

Company email context

Email format at Ninepoint Partners

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*@ninepoint.com
71% confidence

AeroLeads found 1 current-domain work email signal for Nick Lephan, Cfa. Compare company email patterns before reaching out.

Profile bio

About Nick Lephan, Cfa

Nick Lephan, Cfa is a Vice-President, Product Specialist at Ninepoint Partners. He possess expertise in investments, mutual funds, portfolio management, wealth management, finance and 13 more skills. He is proficient in English, French and Vietnamese.

Listed skills include Investments, Mutual Funds, Portfolio Management, Wealth Management, and 14 others.

Current workplace

Nick Lephan, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Ninepoint Partners
Ninepoint Partners
Vice-President, Product Specialist
toronto, ontario, canada
Website
Employees
70
AeroLeads page
8 roles

Nick Lephan, Cfa work experience

A career timeline built from the work history available for this profile.

Vice-President, Product Specialist

Current

Montreal, Quebec, Canada

Apr 2021 - Present

Associate Vice-President, Alternative Product Specialist

Montreal, Quebec, Canada

Mar 2020 - Mar 2021

Associate, Canada East Distribution

Wisdomtree Asset Management Canada, Inc.

Montreal, Canada Area

May 2017 - Mar 2020

District Sales Representative, Retail Sales

Montreal, Canada Area

Mar 2013 - Oct 2016

Advisor, Solutions Banking Branch

Montreal, Canada Area

- Management of the partners'​ relationship through a high quality consulting services - Participation in the clients' business development with a superior after-sales service- Analysis of credit applications with the objective of optimizing financial profitability- Responsible for establishing a procedures database for the training of new branch employees

Jan 2009 - Apr 2010

Investment Representative

Rbc

Montreal, Canada Area

Oct 2006 - May 2008
Team & coworkers

Colleagues at Ninepoint Partners

Other employees you can reach at ninepoint.com. View company contacts for 70 employees →

1 education record

Nick Lephan, Cfa education

FAQ

Frequently asked questions about Nick Lephan, Cfa

Quick answers generated from the profile data available on this page.

What company does Nick Lephan, Cfa work for?

Nick Lephan, Cfa works for Ninepoint Partners.

What is Nick Lephan, Cfa's role at Ninepoint Partners?

Nick Lephan, Cfa is listed as Vice-President, Product Specialist at Ninepoint Partners.

What is Nick Lephan, Cfa's email address?

AeroLeads has found 1 work email signal at @ninepoint.com for Nick Lephan, Cfa at Ninepoint Partners.

Where is Nick Lephan, Cfa based?

Nick Lephan, Cfa is based in Greater Montreal Metropolitan Area, Canada while working with Ninepoint Partners.

What companies has Nick Lephan, Cfa worked for?

Nick Lephan, Cfa has worked for Ninepoint Partners, Wisdomtree Asset Management Canada, Inc., Mackenzie Investments, National Bank Of Canada, and Rbc.

Who are Nick Lephan, Cfa's colleagues at Ninepoint Partners?

Nick Lephan, Cfa's colleagues at Ninepoint Partners include Alexa Bertucci, Negin Mohammadi, Richa Nair, Cim, Mba, Caroline Yi, and Khadija Chhatriwala.

How can I contact Nick Lephan, Cfa?

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

What schools did Nick Lephan, Cfa attend?

Nick Lephan, Cfa holds Bachelor Of Commerce (B.Com.), Finance And Financial Management Services from Mcgill University.

What skills is Nick Lephan, Cfa known for?

Nick Lephan, Cfa is listed with skills including Investments, Mutual Funds, Portfolio Management, Wealth Management, Finance, Financial Analysis, Banking, and Risk Management.

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