Nextelle team collaborating on investment strategies

Our Story

We're not just another finance company. Nextelle began in 2015 when a group of passionate investment experts came together with a simple idea: make portfolio optimization accessible to everyone, not just the ultra-wealthy.

Our Mission

At Nextelle, we believe financial freedom shouldn't be complicated. Our mission is simple - help Canadians build better investment portfolios through education and smart technology.

I've spent years watching people struggle with financial decisions they weren't prepared to make. That's why we're different - we combine personalized guidance with cutting-edge tools that actually make sense for real people.

We don't chase market trends or promise overnight success. Instead, we focus on time-tested optimization strategies that work across market cycles, helping you build wealth steadily over time.

Nextelle financial advisors in a strategy meeting

Meet Our Team

Behind Nextelle stands a team of dedicated professionals who wake up every day with one goal - helping you reach your financial potential. We bring decades of combined experience from some of Canada's top financial institutions.

Sarah Mitchell

Sarah Mitchell

Chief Investment Strategist

Sarah brings over 15 years of portfolio management experience to Nextelle. She's passionate about demystifying investment concepts and has helped hundreds of clients optimize their portfolios. When she's not analyzing market trends, you'll find her hiking in the Canadian Rockies.

Michael Reynolds

Michael Reynolds

Founder & CEO

Michael founded Nextelle after seeing too many Canadians struggling with inefficient portfolios. With a background in fintech and wealth management, he built Nextelle to bridge the gap between sophisticated investing strategies and everyday investors.

David Chen

David Chen

Head of Education

David leads our learning programs with a unique blend of financial expertise and teaching ability. After 12 years as a portfolio manager, he now focuses on creating educational content that makes complex investing concepts surprisingly easy to grasp.

Ready to optimize your portfolio?

Let's take the first step toward building your financial future. Our team is ready to help you create an investment strategy that aligns with your goals.

Contact Us Today