As the U.S. election approaches, its outcome is poised to have significant implications for economic trends and the investment landscape. In this exclusive webcast, David Frum—author, journalist, political commentator, and former presidential speechwriter—shares his insights on economic policy, international trade, and geopolitics. Facilitated by John Nicola, Chairman, CEO, and Co-CIO of Nicola Wealth, this conversation explores how political shifts could influence broader economic and societal trends. Watch the full webcast: https://bit.ly/40ptKMK
Nicola Wealth
Financial Services
Vancouver, BC 14,983 followers
Wealth management beyond stocks and bonds.
About us
Founded in 1994, Nicola Wealth Management Ltd (Nicola Wealth) has over 30 years of investment management experience and has navigated through numerous market cycles, economic downturns, and geopolitical events. Over that time, we have built a team of investment professionals, managing a broad range of investment solutions which span traditional asset classes, such as Canadian and global equities and fixed income, as well as private asset classes including hard asset real estate, infrastructure, private debt, mortgages, and private equity. Today, Nicola Wealth is one of the largest independent (non-bank) private investment counselling firms in Canada, with approximately $15 billion of assets under management as of December 31, 2023. For more information, please visit www.nicolawealth.com. Nicola Wealth Management Ltd. (Nicola Wealth) is registered as a Portfolio Manager, Exempt Market Dealer and Investment Fund Manager with the required securities commissions.
- Website
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http://www.nicolawealth.com
External link for Nicola Wealth
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Vancouver, BC
- Type
- Privately Held
- Founded
- 1994
- Specialties
- Integrated Wealth Planning, Investment Management, Tax Planning, Risk Management, and Estate Planning
Locations
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Primary
5th Floor
1508 West Broadway
Vancouver, BC V6J 1W8, CA
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Landmark III Suite 520
1632 Dickson Avenue
Kelowna, BC V1Y 7T2, CA
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175 Bloor St E
Suite 801 North Tower
Toronto, Ontario M4W 3R8, CA
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240 Chrislea Rd
125
Woodbridge, Ontario L4L 8V1, CA
Employees at Nicola Wealth
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Jennifer Missaghi, MBA
Head of Business Management, Private Capital /Strategy, Transformation, Change/ Schulich MBA
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Heather Claridge
People and Culture Leader + Mentor and Coach + Driver of Business Performance and Change
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Cliff Hammerschmidt
VP of Software Development at NWM.
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Lawrence Chew
Senior Manager, Brand Strategy
Updates
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A huge shoutout to Spencer Dundas, Reid Carthy, CIM® and the team at Nicola Wealth for having me in at their Toronto office to help kick-off their Movember campaign. We had an inspiring conversation around men’s health, the power of the Mo, and how we can all make a difference in the lives of those we care about. Can’t wait to see these incredible Mo Bros and Mo Sisters bring this impactful campaign to life across Canada this hairy season! #Movember #MensHealth
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In this episode of the Wealth Exchange, Cameron Smith CFP, CIM, FCSI, Vice President, Private Wealth & Client Relationship Manager is joined by ⛵️Chris Nicola, President, Nicola Wealth, to explore fintech innovation, AI's impact on wealth management, and how technology is reshaping client service. Listen to the podcast: https://lnkd.in/gu-XHzqm
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On Tuesday, we celebrated the screening of the Uncharitable Movie! Driven by personal stories from Dan Pallotta, Steven Nardizzi, Dorri McWhorter, scott harrison, Edward Norton, Darren Walker and other prominent figures in philanthropy, Uncharitable delivers an emotional journey that moves, persuades and inspires its audience to change the way we think about giving.
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Nicola Wealth is proud to announce that Chris Warner FCSI, CIM, CFP, PFP, Pierson Chan, CFA, CFP, CLU, Tony Lee, CFA CFP CLU MBA, and Russell Feenstra, CFP, CIM have been named Wealth Professional Top 40 Under 40 Rising Stars. Learn more: https://lnkd.in/gZVSfzYM
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We are delighted to share that Patrick Chan has been inducted into Canada's Sports Hall of Fame. This prestigious award celebrates Canada's sport heroes who have reached the pinnacle of their careers and are going "beyond the win", making monumental contributions to our society through the transformative power of sport. As a three-time Olympian and the most decorated male figure skater in Canadian history, Nicola Wealth is proud to celebrate Patrick's legacy. Congratulations Patrick!
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Nicola Wealth reposted this
The commercial units at Meridian in Coquitlam are fully leased! As the building is set to welcome its first residents in the coming weeks, tenants will be able take advantage of the many amenities and commercial tenants on site, including a Pur & Simple, Anytime Fitness and Dos Bros. The over 10,000 square feet of commercial offerings at Meridian will contribute to the bustling Burquitlam neighbourhood. Meridian was developed in partnership with Townline and consists of 267 residential units across 37 storeys (now renting!). Photography by Graham Handford https://lnkd.in/gpRvedxb
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In this new article by Sebastian Nicholson, they explore infrastructure investments in a declining interest rate environment, emphasizing their stability, diversification benefits, and historical performance. Learn more: https://lnkd.in/gfwjZP75
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We are proud to announce that John Nicola has been selected for induction into the Business Laureates of British Columbia Hall of Fame. This prestigious award established by JA British Columbia (JABC) recognizes his outstanding contributions to both our province and country. This honor celebrates John’s enduring influence on British Columbia’s business community and reflects the impact of his leadership and vision over the last 30 years. Since founding Nicola Wealth in 1994, John Nicola has been the driving force behind the firm’s remarkable evolution from a boutique practice into one of Canada’s fastest-growing private investment counsels. Under his visionary leadership, Nicola Wealth expanded from $80 million to over $16.4 billion in assets under management today. His innovative approach to financial planning and diversified investment strategies has influenced the financial landscape for many high-net-worth and ultra-high-net-worth individuals in Canada. Learn more: https://lnkd.in/gyMj47un
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As the U.S. political elections are coming to a head, we asked David Frum, political commentator, author and respected speaker for his thoughts on the elections so far. Next week, tune in to this conversation with David Frum and John Nicola as they discuss the impacts of each election outcome in North America and on a global scale. Be the first to view. Subscribe to our newsletter to receive the webcast directly to your inbox: https://bit.ly/3UjoPZC