Beyond Stocks and Bonds

Protect Your Wealth with Diversification

For Canada’s affluent families to grow their wealth in uncertain times, it is important to realize that the standard “60/40” investment approach may not be enough. Aside from limiting the possible investments available to high net worth investors, this type of simplified portfolio is anchored to the volatility of public markets.

So what is the alternative? At Nicola Wealth, we have an extensively diversified investment approach that goes well beyond stocks and bonds. Our investment strategy follows an institutional approach that provides our clients with access to private investments not usually available to the retail investor.


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Click below to learn about Nicola Wealth’s investment approach that goes beyond stocks and bonds.