Build with us.
Become a shareholder in one of Canada’s fastest-growing private investment counsel firms and take your career beyond where you thought you could go.
Why Nicola Wealth?
As a Wealth Advisor with Nicola Wealth, you get the best of both worlds: the freedom to build your own book of business and the security of being part of an established organization that’s committed to your success.
Financial Planning
Wealth management is more than just investment returns. Done well, it’s an ongoing advisory relationship that provides your clients with a bespoke, integrated offering of financial planning and investment management to meet their financial needs and objectives.
Transfer Your Existing Practice
Dylan Reece (Wealth Advisor | Client Relationship Manager) joined the company in 2011.
Reece and his partner were looking for a sophisticated investment platform to better serve their clients, which included private assets such as hard asset real estate, venture capital, private equity, private debt, and commercial mortgages. They also valued comprehensive, integrated financial planning, which they found to be less common among firms in Canada. Nicola Wealth’s pension-style investment platform was a perfect fit for Reece and his partner's vision.
Learn more about how Dylan made the switch.
Investment Platform
We choose to go beyond a typical 60/40 portfolio. We manage client portfolios with a level of sophistication often employed by institutional-grade managers for pension funds and foundations.
You cannot do what everyone else is doing and expect to achieve better than average results.
Investment Philosophy
- Cash Flow InvestingWe believe using an established cash flow strategy tempers the impact of volatile markets, enhances liquidity to help purchase new assets, and reduces reliance on the unpredictability of capital gains.
- Broader DiversificationWe focus on delivering a level of diversification that extends beyond publicly traded securities to include access to real estate, private equity, private debt, infrastructure, and other alternative strategies.
- Value InvestingWe seek opportunity in market inefficiencies. By keeping informed, well-researched, and trained on the underlying value of the assets we monitor, we are able to act decisively.
Our Culture
Nicola Wealth is an award-winning organization with Private Wealth team members who are recognized nationally for their skills and abilities.
We believe in a world where everyone can achieve their full potential.
One of the pleasures of joining Nicola Wealth has been the collaborative culture. It’s a sincerely team-based environment where everyone supports each other’s success.”
Start Fresh
Laura De Sousa (Wealth Advisor | Client Relationship Manager) joined Nicola Wealth in 2022 and within six months had grown her book of business by more than $100 million in AUM. A testament to her hard work and the supportive and collaborative environment at Nicola Wealth, learn more about why making the switch to Nicola Wealth was the right decision for her.
Compensation
We invest in our people. Nicola Wealth provides a competitive compensation structure, providing Advisors the opportunity to become shareholders in the firm.
Building Advisor Income
Nicola Wealth is a growth-oriented environment. If you want to grow your business, there is no shortage of opportunity.
Wealth Planning Associates
We believe in providing clients with a truly bespoke experience. To achieve this, every one of our Wealth Advisors is paired with at least one dedicated Wealth Planning Associate.
Our Wealth Planning Associates are trained professionals who work behind the scenes to ensure that our clients receive a seamless and personalized experience. They handle everything from scheduling meetings and administration to conducting research and preparing financial plans. This allows our Advisors to handle the more complex issues and provides us with the ability to know our clients on a deeper level.
The organization dedicates resources and funding towards the professional development of our Wealth Planning Associates, including support for their licenses/academics and two separate leadership teams dedicated their long-term development and day-to-day operational efficiency.
Awards & Recognition
Let's talk!
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The Nicola Core Composite returns represent the total Canadian dollar returns of all fee-paying portfolios with a Nicola Core mandate. The composite includes clients who are both fully discretionary and nondiscretionary. Historical net of fee composite performance returns are calculated using individual realized time-weighted client returns net of fees and is presented before tax. The Nicola Wealth inclusion policy is based on clients’ weights at calendar month end. The composite returns are asset-weighted based upon ending monthly market value. The Nicola Core mandate may change throughout time. Additional information regarding policies for calculating and reporting returns is available upon request. The composite returns presented represent past performance and are not a reliable indicator of future results, which may vary; returns are calculated as found here. Nicola Wealth Management Ltd. (Nicola Wealth) is registered as a Portfolio Manager, Exempt Market Dealer and Investment Fund Manager with the required securities commissions. Net Promoter Score (NPS) is a market research metric that is based on a single survey question asking respondents to rate the likelihood that they would recommend a company, product, or a service to a friend or colleague. The NPS above was calculated based on 2548 responses between December 1, 2022 - June 30, 2026.