The content of this site is intended for U.S. residents. Please note that Nicola Wealth investment 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 an offer of any of Nicola Wealth’s investment 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.
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Som Seif is the Founder and Chief Executive Officer of Purpose, which he formed following the sale of Claymore Investments to BlackRock Inc. in March 2012. He is also the Co-Founder of WealthSimple Technologies Inc. Prior to Claymore Investments, Som was an investment banker with RBC Capital Markets. He has a strong commitment to community and is currently a member of the AGO Foundation Board, Next Canada Board, and the University of Torontos Pre-Campaign Committee, as well as its Mechanical and Industrial Engineering Advisory Committee.
Performance figures for each account are calculated using time weighted rate of returns on a daily basis. The Composite returns are calculated based on the asset-weighted monthly composite constituents based on beginning of month asset mix and include the reinvestment of all earnings as of the payment date. Composite returns are as follows:
We have a passion for providing clients with sophisticated expertise and outstanding services in the Financial Planning and Wealth Management industry.
We strive for excellence and we know our people help us deliver on that promise.
The key to our continued growth and improvement is our high performing, collaborative team approach, and generous corporate culture.
Nicola Wealth’s cultural success is attributed to the foresight that corporate culture needs to grow and evolve with the firm. Together, we determined what our ideal corporate culture looks like and strive for that ideal every day.
Together, we determined what our ideal corporate culture looks
like and strive for that ideal every day.
At Nicola Wealth, we believe our most valuable asset is our people and demonstrate that in the finer details, our interactions, and shared success.
Our people make this an exciting and rewarding place to work, bringing energy, experience, and expertise. We welcome you to explore new possibilities and provide opportunities to develop. Our uniqueness fosters a creative, entrepreneurial, and collegial atmosphere that attracts outstanding people.
As a growing firm with a bright future, we are always on the lookout for talented and committed employees. If you are interested in joining a fast-paced culture of innovation, have a passion to serve clients, and would like to work alongside a team of dedicated professionals, then please have a look at the available opportunities below.
You need very, very good people to come on board in order to create the growth that you want and they have to buy into the vision that you have as a company. And they need to, in my opinion, share in the benefits that come from that.
— John NicolaChairman & CEO
At Nicola Wealth, we support each other and the communities around us both locally and internationally.
In recent years, the firm has taken a focused and strategic approach to community involvement by forming Nicola Wealth Gives Back; our charitable giving committee comprised of employees, senior management, and family.
The purpose of Nicola Wealth Gives Back is to develop and foster a culture of giving by acting as facilitators for employees and partners to succeed with their charitable goals.
Nicola Wealth’s growth, innovation and leadership are frequently honoured and recognized in the form of awards. These achievements are a testament to our team’s dedication and excellence within the industry.
At Nicola Wealth, we recognize that our people are what drive the firm’s growth and achievements. We feel it is important to reward our people’s dedication and generosity but taking care of them, like family.
In appreciation of our employee’s contribution to our success, Nicola Wealth offers employee profit sharing, extended healthcare benefits, non-matching employer RRSP contributions, among many other financial and non-financial benefits.
What is it like to be an Advisor at Nicola Wealth?