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Nicolas Smerek Email & Phone Number
Financial Advisor - Certified Financial Planner and International Wealth Manager
at
JV Financial
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✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Advisor - Certified Financial Planner and International Wealth Manager
Location
Calgary, Alberta, Canada
Company size
Who is Nicolas Smerek? Overview
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Quick answer
Nicolas Smerek is listed as Financial Advisor - Certified Financial Planner and International Wealth Manager at JV Financial, a with 6 employees, based in Calgary, Alberta, Canada. AeroLeads shows a matched LinkedIn profile for Nicolas Smerek.
Nicolas Smerek previously worked as Financial Advisor - Chartered Investment Manager (CIM ) at Jv Financial and Registered Investment Advisor at Aligned Capital Partners Inc.. Nicolas Smerek holds Bachelor Of Arts - Ba, Psychology from Mount Royal University.
Company email context
Email format at JV Financial
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JV Financial
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Profile bio
About Nicolas Smerek
With a diverse career spanning management, leadership, marketing, and finance, I bring a unique perspective to the world of financial planning. My journey began with a degree in Psychology from Mount Royal University and a career start in hospitality. In 2020, I transitioned into finance, where I now hold the Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Certified International Wealth Manager (CIWM) designations.I joined JV Financial in 2023 as the inaugural team member at their Calgary satellite office. My experience includes a solid foundation in financial planning gained through collaboration with an independent financial planning team. My background in behavioral psychology enhances my passion for client care, allowing me to offer personalized, empathetic support that contributes to clients' long-term financial success.
Current workplace
Nicolas Smerek's current company
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Jv Financial
6 roles
Nicolas Smerek work experience
A career timeline built from the work history available for this profile.
Financial Advisor - Chartered Investment Manager (Cim )
Chartered Investment Manager | Financial advisor
Registered Investment Advisor
IIROC licensed Registered Representative.
May 2021 - Aug 2023
Business Consultant
Ns Solutions Consulting
Supervised and trained restaurant staff and resolved staff conflicts. Daily financial reporting to ownership. In charge of guest database and schedules. Point person for corporate client relations and reviewing guest feedback. Worked with marketing team on campaign to increase guest bookings. Assisted accountant with reporting and finances
Jun 2016 - Jan 2021
Bar Manager
Jun 2014 - Apr 2016
Sales Manager
Jun 2008 - Jun 2014
1 education record
Nicolas Smerek education
FAQ
Frequently asked questions about Nicolas Smerek
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What company does Nicolas Smerek work for?
Nicolas Smerek works for JV Financial.
What is Nicolas Smerek's role at JV Financial?
Nicolas Smerek is listed as Financial Advisor - Certified Financial Planner and International Wealth Manager at JV Financial.
Where is Nicolas Smerek based?
Nicolas Smerek is based in Calgary, Alberta, Canada while working with JV Financial.
What companies has Nicolas Smerek worked for?
Nicolas Smerek has worked for Jv Financial, Aligned Capital Partners Inc., Ns Solutions Consulting, Cactus Club Cafe, and Angles Hair And Aesthetics Westbrook.
How can I contact Nicolas Smerek?
You can use AeroLeads to view verified contact signals for Nicolas Smerek at JV Financial, including work email, phone, and LinkedIn data when available.
What schools did Nicolas Smerek attend?
Nicolas Smerek holds Bachelor Of Arts - Ba, Psychology from Mount Royal University.
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