Company Summary

Nicola Wealth is a private wealth management firm that helps families and accomplished individuals across Canada build financial legacies with purpose.  The firm provides an established planning process that fully integrates one’s entire financial picture, from investments and philanthropy, to tax and estate planning.  They deliver the stability, security, and resources needed, so their clients can focus on goals and aspirations that extend beyond wealth.

Unique Value Proposition

Nicola Wealth’s planning driven approach is conducted by a team of advisors, each with the holistic knowledge base and experience required to capably oversee the entire wealth strategy.  Working with a family’s accountants and lawyers, each plan is implemented with a 360-degree view of the financial situation.

From a portfolio construction standpoint, Nicola Wealth uses institutional-style investment strategies that go well beyond stocks and bonds to include assets not normally available to retail investors.  Proprietary offerings include investments in private equity, private debt, infrastructure, and farmland, as well as their own in-house hard asset real estate management division.

AUM ($Bil)

$6.4

Year Founded

1994

Key Personnel

John Nicola, Chairman & CEO
David Sung, President
Jamie Duncan, Chief Operating Officer
Michael Taylor, Chief Financial Officer

Address

Vancouver (Head Office): 5th Floor, 1508 West Broadway

Kelowna: 910-1631 Dickson Avenue

Richmond: 303-4940 No. 3 Road

Toronto: 1702-2 Bloor Street West

Thank you for your interest in Nicola!

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