Asset Management
In our experience, the conventional "60% equities / 40% bonds" approach to asset management has been insufficient for our clients, which is why we strive to innovate and provide access to asset classes that go beyond stocks and bonds.
A conservative yet forward-thinking approach
Broader Diversification
We focus on delivering a level of diversification that extends beyond publicly traded securities to include access to hard asset real estate and private investments.
Cash Flow
We believe that 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.
Value Investing
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.
Different structure targeting greater results
Explore the asset classes that comprise our investment approach and philosophy.
Private Capital
Our evergreen funds provide access to multiple private asset classes including private equity, infrastructure, and private debt.
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Real Estate
We target quality and reliable income-producing real estate across both Canada and the U.S. for our portfolios.
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Public Assets
Our portfolios focus on generating sustainable cash flow. Our experienced team targets opportunities for consistent and stable growth.
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Nicola Funds by Asset Class
Please select the assets below for detailed PDFs:For illustrative purposes only. Actual allocations to asset classes may vary.
Access to private investments
Our network of strong relationships grants access to institutional-grade private opportunities that go beyond what is publicly traded.
Explore Private Capital- Private EquityDiversification across industries, strategies, styles, objectives, and maturation dates.
- Private DebtInstitutional-grade private credit portfolio in an open-ended evergreen fund structure.
- InfrastructureGlobally diversified portfolio of infrastructure assets providing historically stable returns through the economic cycle.
- Venture CapitalInvestments in early stage, growth-oriented companies in a diversified mix of industries.
- MortgagesInvesting in loans secured by real estate across a range of property types in Canada and the U.S.
Targeting high-calibre properties
When it comes to investing in real estate, Nicola Wealth has substantial experience and a long history.
Public diversification
We offer a diversified collection of investment solutions designed to complement each other alongside private asset classes as part of a professionally constructed portfolio.
Explore Public Assets- EquitiesWe focus on long-term capital growth and income by investing in a diversified portfolio of Canadian and international equity securities, seeking best-in-class companies with an attractive track record of earnings, dividends, and improving capital efficiencies.
- Fixed IncomeBy investing in a broad range of Canadian and global fixed income securities, our objective is to generate a highly competitive level of risk-adjusted interest income with a secondary emphasis on capital appreciation and preservation.
Nicola Core Portfolio Fund Solution
Our Nicola Core Portfolio Fund offers a one-stop allocation that integrates Nicola Wealth’s existing pools and Limited Partnerships with an aim to combine current income with long-term capital growth.
We’re committed to your success
Our dedicated in-house team of Asset Managers work in close collaboration with our Wealth Advisors, delivering bespoke investment solutions for your specific circumstances and needs.
Investing Insights
Professionals you can trust
We are a growing firm with a history of innovative thinking and a collaborative service model.
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