Nicola Family
We understand that generational wealth comes with some very human challenges, not just financial ones. We’ve built a unique whole-family, whole-person service offering that addresses the real dimensions of wealth management for Canada's most affluent families.
When you have wealth that will last into the future, make sure it’s a better future
Investing in more than wealth
The successful families we work with – who’ve assembled multi-generational financial means – come to us with big questions: what’s the purpose of our wealth; what do we hope it will mean for future generations; how do we know we’re making the best choices?
A healthy, harmonious future for my family
Strengthen your family’s entrepreneurial legacy, fuel vibrant communities, and see your values in action on the social causes you care about.
Always ready for the right conversation
- Family well-being, lifestyle and learningHealth and wellness. Learning, development and connections. Engaging the generations, financial literacy.
- Wealth transfer planning, trusteeship and riskGovernance and decision-making. Family dynamics. Social impact and philanthropy. Leadership and transition planning.
- Family-centred financial and investment strategyFinancial planning strategies. Estate planning and insurance. Tax planning and efficiency. Diversified portfolio management.
The Nicola Family Experience
- Understanding your storyGetting to know you and the story of your family
- Learning about your prioritiesAn open dialogue about the future
- Deep discovery and emerging opportunitiesExploring what we can accomplish together
- Forging a pathSpecific strategies to build family well-being and wealth
- The family journeyWorking with you and your network of advisors on real time strategy, implementation and reporting
Your Journey
So many families achieve financial success and then ask: “Now what? What does this wealth mean to us and how do we build it and make the best use of it to ensure it makes life better for future generations?”
Let’s start the conversation
Experience how we uncover opportunities that can maximize your wealth planning and legacy.
Meet With Us