Skip to main content

Who We Are

At The Northwell Group, we are proud to work with a diverse range of clients, including high net worth individuals and families, business owners, executives, and retired individuals seeking to maximize their income-generating strategies. Our approach is personalized, and we have a strong track record of helping our clients achieve their unique financial goals.

We have some particular areas of expertise that set us apart from other firms. Our team includes cross-border tax planning experts, which enables us to assist non-resident clients in 29 different countries. This capability gives us an advantage in the industry and enables us to provide comprehensive wealth management services to clients worldwide.

In addition to our cross-border expertise, we specialize in working with professional athletes. Our team understands the unique financial challenges that athletes face, including the need to plan for short-term income streams and long-term financial security. We offer tailored financial planning services to help athletes navigate their financial landscape successfully.

Furthermore, we have valuable experience in dealing with Indigenous communities and helping them work towards their vision of sovereign wealth. We recognize the importance of increasing financial literacy in these communities, and we are committed to providing education and support to help Indigenous individuals and communities achieve financial empowerment.

At The Northwell Group, our focus is always on our clients. We take a holistic approach to wealth management, drawing on our expertise in investment management, financial planning, wealth preservation, business succession planning, and philanthropic planning. We are dedicated to providing customized solutions that align with our clients’ values and objectives, and we are proud to be a trusted partner in their financial journeys.

The Northwell Group Advisors

Wealth Fund Advisor

Chris Lucas, RRC®

Chris is a dynamic and seasoned leader, bringing over two decades of
rich experience in leadership, customer service, and business
development to his role as our lead wealth advisor and the head of our
team. An esteemed alumnus of the University of Manitoba, Chris
distinguished himself early on as a dual-sport athlete, excelling in both
football and basketball with the Manitoba Bisons. This early display of
dedication and teamwork set the foundation for his impressive career
trajectory. Chris's leadership is characterized by a strategic focus on
business development and a commitment to delivering exceptional
advisory services. His journey, marked by diverse experiences and a
track record of success, positions him uniquely to guide our clients
towards achieving their financial goals with confidence and clarity.
Strategic Development & Client Partnerships

Arlo Sobiski

Arlo Sobiski, known for his strengths in client relations and business
development, is a proficient consultant with a focus on comprehensive
financial planning. His diverse industry experience allows him to
effectively understand and connect with clients from various
backgrounds, aligning with their financial objectives. Formerly a
Financial Consultant at one of Canada’s largest firms, Arlo is currently
advancing his expertise by pursuing his Certified Financial Planner
Designation. He is committed to being a pivotal guide in clients'
financial journeys, preferring to meet clients in their own comfortable
settings to showcase how his team can enhance their family's financial
future.
Certified Financial Planner, Associate Fund Advisor

Dallas Bosko, CFP® RRC®

Dallas Bosko, our lead advisor for financial planning, is known for his
meticulous approach to understanding clients' situations and goals. He
specializes in transforming complex financial concepts into clear,
actionable plans. Dallas is dedicated to realizing clients' dreams and
aspirations through holistic financial strategies, encompassing
individual insurance and mortgage considerations. Holding Registered
Retirement Consultant (RRC®) and Certified Financial Planner (CFP®)
designations, he is also pursuing his Trust & Estate Practitioner (TEP)
designation, further enhancing his expertise in building bulletproof
financial plans.

Nour Private Wealth Executive Team

Founder & CEO

Elie Nour, CFP®, CIM®

The ethos of a business comes from the top; in the case of Nour Private Wealth, the firm’s philosophy mimics that of its founder: Elie Nour. A graduate from McGill University with a Bachelor of Arts degree with a Major in Economics, and with two Minors in Management and Hispanic Studies, his passion for the investment world led him into the wealth management industry in 2005 with Berkshire Securities. After Manulife Securities acquired Berkshire in 2007, he kept on growing his practice and enhancing his reputation as an advisor, which attracted several advisors wanting to learn from his methods. Due to his disciplined and conservative approach to investing, Elie delivered the right downside protection strategies that helped protect his clients’ retirement assets during the crisis of 2008-2009.
His successful management style has led him to emerge as Manulife’s second top producer across Canada in 2009 and 2010, before taking the top spot in 2011 and 2012. As his team grew, he decided in 2013 to move to Ontario and create Nour Private Wealth (NPW). In Ontario, NPW kept expanding its business while still maintaining a client base in Quebec. The company has gone from strength-to-strength servicing clients in Alberta, British Columbia, Manitoba, New Brunswick, and Nova Scotia, as well as Ontario and Quebec. In 2015, Nour Private Wealth won the New Practice of the Year Award at the Wealth Professional Awards in Toronto. Judges selected the winner on the following criteria: business conversions rates, repeat and referral business strategy, the success of the strategy, growth strategy, advertising, training, volume, and customer satisfaction. On an individual level, Elie, a Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®), has been a mainstay in the Financial Professional Top 50 Advisors’ poll since 2014, a poll that highlights the financial management industry’s premier talent. He was also nominated and was one of the finalists for the Young Gun of the Year Award in 2016, and a finalist for the Advisor of the Year Award for 2017, 2018, 2019, and 2020 by the Wealth Professional. Elie is a member of the Forbes Finance Council and serves on the board of the Advisory Council for the Faculty of Music for the University of Toronto
Chief Financial Officer

Jennifer Slan

Chief Compliance Officer

Igor Chapkis

Compliance Officer

Jeet Sra

Jeet is a highly accomplished and success-driven financial industry professional with experience in Trading, Branch Operations, Wealth Management Risk and Compliance. A result-oriented and resolution-focused Compliance Personnel, Jeet has extensive knowledge of the Canadian financial industry rules and regulations. Prior to joining NPW, Jeet worked in one of the largest independent wealth management firms in Canada and one of the big six banks, gaining experience in Risk, Compliance and Operations.
Operations Manager

Patricia Karim

Managed Platform Manager

Mouhanad Farhat

Andreas is a graduate of the University of Toronto and a Certified Public Accountant for the province of Ontario. He has over 25 years of work experience in the banking industry. He has worked for large banks and international broker-dealers over the years. He joined NPW with the goal of dedicating his time to implementing the best-in-class financial controls and automating systems to significantly improve accounting and operational functions. He lives and works in Oakville, Ontario and is an active member of his community. He is a member of the Oakville Master Swim club, where he was president of the club.
Branch Manager

Jeff Yang

Business Development Manager

Georgiana Ciutescu

Mortgage & Lending Specialist

Jessica Nehme

Operations Administrator

Alexandra Fitzpatrick

Financial Officer

Charlie Shin

o
Charlie
Shin is a seasoned finance officer at NPW. He serves on the accounting and
finance teams. Prior to joining NPW, he
was a Financial Advisor of TD Canada Trust in British Columbia and a VP of Retail & Card business in Citibank,
Korea, after he earned MBAs from Lancaster University (UK) and Seoul National University (South
Korea).