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. 

Build with us.

Wealth management is more than just investment returns.

Financial Planning

We choose to go beyond a typical 60/40 portfolio.

Investment Platform

Everyone wants to feel like they are playing on a winning team. Join one.

Culture

Compensation

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.

Why Nicola Wealth?

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.

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. 


Transfer Your Existing Practice

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.

We 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.

Cash Flow Investing

We 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.

Broader Diversification

We 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.

Value Investing

Investment Philosophy

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.

Our Culture

Culture & Collaboration

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.”


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.

Start Fresh

We invest in our people. Nicola Wealth provides a competitive compensation structure, providing Advisors the opportunity to become shareholders in the firm. 

Compensation & Value Add

<ul>
<li>Fee-based investment revenue</li>
<li>Insurance revenue</li>
<li>Tax-efficient compensation model</li>
<li>Multiple avenues to becoming a shareholder (bring your book, annual opportunity)</li>
<li>Equity in the firm</li>
<li>Shareholder dividends</li>
</ul>

Revenue Streams

<ul>
<li><span data-olk-copy-source="MessageBody">Brand marketing and awareness to build qualified leads</span></li>
<li>Sponsorships and community support opportunities</li>
<li>Events and dinners</li>
<li>Individual business development budget</li>
<li>and more...</li>
</ul>

Business Development Support

Building Advisor Income

Nicola Wealth is a growth-oriented environment. If you want to grow your business, there is no shortage of opportunity.

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.


Wealth Planning Associates

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

Canada's Best Private Boards (Fiduciary)

Awards & Recognition

Interested in learning more? Share a bit about yourself in the form below and a representative from Nicola Wealth will reach out to you shortly.

Let's talk!

*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 2,505 responses between July 1, 2022 - June 30, 2025.*

Wealth Advisor Careers

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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.


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