Individuals & Families
Your wealth is more than investment returns. Comprehensive wealth management takes a bigger picture approach that integrates your personal mix of investments, taxes, estate, insurance, and legacy.
We identify gaps and capitalize on opportunities that can maximize your financial plan.
Integrated Strategies
- Retirement ModelingOur proprietary tools help map your savings strategy to save taxes today and maximize after-tax cash flows during retirement.
- Corporate PlanningAnalyze corporate structures to optimize after-tax compensation and wealth accumulation.
- Tax PlanningFull examination of your tax planning opportunities to identify and implement strategies that maximize after-tax savings.
- Estate PlanningPlan, design, and diagram your estate wishes to establish a tax-efficient transfer of wealth and clarity for your family.
- Charitable GivingMaximize the impact of your charitable giving for today and as part of your legacy, while properly planning and utilizing tax benefits.
Investing beyond stocks and bonds
To minimize the inevitable ups and downs that come with a reliance on the stock market, our conservative yet forward-thinking approach to investing includes public assets as well as alternative asset classes such as private capital and real estate.
Explore Our Assets
Private Capital
We have direct access and co-investments in private opportunities as a result of established relationships with our network of partners.
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Real Estate
With properties across Canada and the U.S., we utilize disciplined criteria to source historically consistent and stable income-producing assets.
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Public Assets
Our focus is on owning the highest calibre companies globally as part of a professionally-constructed and well-diversified portfolio.
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Integrate your charitable giving
The Nicola Wealth Private Giving Foundation provides the opportunity to establish a donor advised fund, offering a personalized giving experience that aligns your philanthropic goals with your financial and tax planning strategy.
Fee-Based Advice
Our advice encompasses deep relationships that go beyond investment recommendations. We strive to provide a wealth management experience that focuses on holistic planning and results in a fully integrated plan that brings together all the disparate parts of your financial life.
Planning Insights
Build your legacy.
Experience how we uncover opportunities that can maximize your wealth planning and legacy.
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