Investing Matters: CEO John Nicola Answers Your Biggest Questions for Tax Season - Nicola Wealth


Investing Matters: CEO John Nicola Answers Your Biggest Questions for Tax Season

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PostedNovember 9, 2021

Episode Summary

In this episode CEO John Nicola sits down with Senior Vice President of Advisory Services Vanessa Flockton to answer some of your biggest questions on taxation and the current minority Liberal government.

They discuss a range of possible tax measures, including a wealth and inheritance tax, that could come out of the upcoming budget, how they think this new minority Liberal government will handle taxes moving forward, and share strategies that can be used to successfully manage tax outcomes.

Episode Featured on:

The Wealth Exchange

The Wealth Exchange provides access to the experts, and addresses issues affluent families across Canada face every day, from buying a vacation home to selling your business, tax planning and philanthropy.

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Guest Bio

John Nicola

A veteran of the financial services industry since 1974, John provides strategic leadership to Nicola Wealth, exercising his passion for providing innovative solutions to clients’ complex problems.

His areas of expertise include investment management, estate and financial planning, as well as business planning with a focus on best practices for wealth building, exit strategies, and shareholder agreements.

In 2011, John was selected as the winner of the Ernst & Young Entrepreneur of the Year (Financial and Professional Services in the Pacific Region), in 2015 John was named the Winner of Business In Vancouver’s BC CEO of the Year Award – Small-Medium Private Company, and most recently, John was recognized as one of Canada’s Most Admired CEOs.

He is a Founding Member of CALU (Conference for Life Underwriters) and has continued to contribute to the organization for example, by serving as the Chair for the 2003 annual meeting.

Read John’s full bio here:

About The Host - Vanessa Flockton

As Senior Vice President Advisory Services at Nicola Wealth, Vanessa leads a growing and dynamic team of Financial Advisors and Associates dedicated to providing business owners, professionals, foundations, and affluent families across Canada with integrated financial planning solutions and advice.

She is focused on creating a team of trusted advisors who are committed to ongoing professional development and sharing their expertise with clients and each other. Her leadership of the Advisory Services team includes responsibility for developing and implementing a strategic vision for a rapidly growing team and ensuring that the necessary structures & processes are in place for the team to deliver an exceptional client experience.

Read Vanessa’s full bio here:


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