Discover Nicola Wealth: An Evening Together

Nicola Wealth provides bespoke wealth management and asset management services to affluent individuals, families, and institutions across Canada and the U.S.

Security. Clarity. Confidence.

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Market Commentary: October 2023

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Nicola Wealth Investment Returns - October 2023

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Wealth is more than money. Our services meet the sophisticated challenge of planning, growing, and sharing your legacy.

Individuals & Families

Protecting and growing your assets often requires a methodical multi-asset approach. Explore our full range of private and public investments.

Institutions

Let us help you navigate the complexities of legacy building, wealth management, and asset management.

Our Services

When the Tech Bubble burst, Nicola Wealth’s diversified cash flow approach helped ease volatility and mitigate losses relative to public market performance. 

The 2001 Dot Com Bust

While 2008’s financial crisis sent public markets tumbling, the Nicola Core Composite’s diversification helped protect the downside and allowed for recovery from a relatively stronger position. 

The 2008 Sub-Prime Crash

The Global Pandemic precipitated a crash and rapid recovery in the public markets, throughout which the Nicola Core Composite demonstrated relative stability and resilience.

The COVID-19 Pandemic

Through major market downturns, Nicola Wealth has kept clients safely on track to reach their financial objectives through our conservative, yet forward-thinking approach to investment management.

*The Nicola Core Composite returns represent the total returns of Cdn. dollar denominated accounts of all fee-paying portfolios with a Nicola Core mandate. The composite includes clients who are both fully discretionary and non-discretionary. [Read full disclosure here.](https://nicolawealth.com/disclaimer) 

** This is a proprietary index developed by Morningstar Canada based on the CIFSC Fund categories (cifsc.org). [Read full disclosure here.](https://nicolawealth.com/disclaimer) 

Nicola Core Composite*

Morningstar Canadian Neutral Balanced**

S&P TSX Composite

MSCI World (CAD)

S&P 500 (CAD)

Nicola Wealth vs The Marketplace

Record of Stability

We have direct access and co-investments in private opportunities as a result of strong relationships with our network of partners.

Private Capital

With properties across Canada and the U.S., we utilize disciplined criteria to source historically consistent and stable income-producing assets.

Real Estate

Our focus is on owning the highest calibre companies globally as part of a well-constructed and well-diversified portfolio.

Public Assets

We go beyond the conventional “60% stocks, 40% bonds” investment approach, providing access to diversified asset classes across real estate, private capital, and public assets.

Our Assets

To minimize the inevitable ups and downs of the stock market, we take a diversified approach by investing in alternative asset classes such as private equity, mortgages, private debt, and institutional-grade real estate.

Beyond stocks and bonds

In the business we’re in, with 850 top CEOs across Canada, these are the smartest people in the room. Why are they all at Nicola? You go down the list and say 'okay, I’m in.'

I bring my children to all the events to get them involved so as time goes on, and money passes on, they will continue to work with Nicola. It all comes down to our comfort level and the trust factor.

One of the big differences with Nicola Wealth is the diversification of assets and the focus on cash flow.

What our clients say

Recent Insights

Speak with a Nicola Wealth advisor to gain insight on your finances and beyond.

Professionals you can trust.

Nicola Wealth

Please select your country of residence to learn more about our services and investment strategies

The content of this site is intended for U.S. residents. Please note that Nicola Wealth investments funds are generally not offered to U.S. residents at the present time. As such, the contents of this website should not be construed as as an offer of any of Nicola Wealth’s investments funds to U.S. residents. Any information, statement or opinion set forth herein is general in nature, is not directed to or based on the financial situation or needs of any particular investor, and does not constitute, and should not be construed as, investment advice, forecast of future events, a guarantee of future results, or a recommendation with respect to any particular security or investment strategy or type of retirement account. Investors seeking financial advice regarding the appropriateness of investing in any securities or investment strategies should consult their financial professional.

Before proceeding, please confirm if you are an accredited investor by checking the box above. Accredited investors are individuals with a net worth of more than $1 million, excluding the value of their primary residence, or individuals with income of more than $200,000 (or joint income of $300,000 for married couples) per year for the past two years, with a reasonable expectation that such income levels will be attained in the current year.
 
Accredited investors also include certain institutions, including U.S. banks and U.S. branches of foreign banks, U.S. savings and loans associations, U.S. insurance companies, U.S. registered brokers and dealers, U.S. registered investment companies and business development companies (as defined by the U.S. Investment Company Act of 1940).
 
Additionally, certain state pension funds and ERISA plans with more than $5 million total assets and certain partnerships, corporations, and trusts with more than $5 million total assets are also considered.


I hereby certify that I am an accredited investor or that I am an authorized representative of an accredited investor