Nicola Wealth

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
http://www.nicolawealth.com
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

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