Nicola Wealth is built on our belief that the conventional approach simply isn't enough. Our track record of growth has been a result of strong culture and forward thinking.

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In 1994, with 20 years of experience as a well-respected voice in the industry, John Nicola formed Nicola Wealth, a firm dedicated to serving the complex needs of high-net-worth families, entrepreneurs, and professionals. 

Not satisfied with the existing approach and believing a more sophisticated level of planning was necessary, Nicola Wealth has made innovation a foundational cornerstone and continues to target ways to improve client returns and their experience.

Our Beginnings

Nicola Wealth Celebrates 25 Years

We are committed to superior performance and exceptional service and do not accept any less than our best work.

We are driven

We operate with an abundance mindset and believe that contribution, growth, and success should benefit all.

We share the pie

We willingly and proactively work within and across teams to support our shared success. Our best work comes from collaboration, not silos.

We are collaborative

About the well-being of our people, our clients, and our communities.

We care

We are not satisfied with status quo. We are driven to continuously learn and improve; looking for new and better ways to serve our clients, provide thought leadership, and optimize our business for the future.

We are innovative

Our Core Values

Starting out with seven staff and $80-million in assets under management, Nicola Wealth refined and developed its integrated approach to wealth management, including investments, risk management, tax planning, estate planning, and more.

Today, the firm manages over $16-billion in assets, operates with over 500 staff, and serves clients across Canada, advising institutions and high net worth families of all professions and backgrounds.

Our Growth

Growth at Nicola Wealth

We have a passion for providing clients with sophisticated expertise and outstanding services in the financial planning and wealth management industry. 

Join Us

We believe in being an active member in our communities. We foster a culture of giving, inside and outside of the firm through our Nicola Gives Back charitable committee.

Nicola In The Community

Best Managed Companies

Canada's Top Small & Medium Employers

BC's Top Employers

The Best Wealth Management Firms in Canada | 5-Star Wealth Management Firms

Awards & Recognition

Nicola In The News

We are a growing firm with a history of innovative thinking and a collaborative service model.

Professionals you can trust.

About

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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.


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