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Nicola Wealth Management Insights

Insights

Rethinking Food Security: A Distribution Challenge, not a Supply Problem 

A Model for Food Security: Inside Greater Vancouver Food Bank's Distribution Revolution

At Nicola Wealth, caring for people is at the heart of everything we do. This Giving Season, our community came together to turn generosity into meaningful change.

This Giving Season, Families Are Rethinking Legacy: What They Give, Who They Support, and Why

Nicola Wealth is honoured to support the Greater Vancouver Food Bank (GVFB) in celebrating a milestone that will shape its future and the communities it serves.

A Permanent Foundation: Greater Vancouver Food Bank Opens New Home

Mark Therriault, Vice President of Business Succession and Estate Planning, sits down with Mike and Karen Heppell, founders of Longboard Architectural Products. From betting the farm on a manufacturing startup to creating one of Abbotsford’s most admired workplace cultures, the Heppells share their journey of grit, vision, and leading with purpose. 

People First, Profit Follows: Building a Legacy of Generosity

Nicola Wealth is proud to announce its sponsorship of The National Ballet of Canada's production of Swan Lake.

Nicola Wealth Announces Partnership with The National Ballet of Canada

In this episode, Teresa Virani, Executive Director, Philanthropy at Nicola Wealth, is joined by James Woller, founder of Thrive for Good.

Philanthropy Focus: Harvesting Change with James Woller from Thrive for Good

In the latest episode of The Wealth Exchange podcast, Teresa Virani is joined by Malcolm Berry, CEO, BCCHF and Vanessa Flockton, President, Private Wealth, Nicola Wealth as they discuss philanthropy through the lens of transforming child health. 

Philanthropy Focus: Transforming Child Health with Malcolm Berry and Vanessa Flockton, BC Children's Hospital Foundation

In a thoughtful reflection on her podcast with chef and restaurateur Meeru Dhalwala, Selena Woo dives into the complexities of confidence, cultural identity, and the true meaning of success.

Building Confidence, Embracing Competition and Achieving Success

Paulina Cameron's vision and dedication have inspired countless young women and continue to foster equity and entrepreneurial spirit.

From Founding Vision to a Flourishing Legacy: Paulina Cameron's Story

At the 2024 Vancouver Women’s LEAD event, the vibrant energy of community support was palpable. Selena Woo shared her key takeaways from the inspiring panelists.

The Red Dress Moment: Celebrating Women through Storytelling and Community

In this episode, two Heart & Stroke Foundation leaders share their inspiring journeys, the foundation's life-saving initiatives, and the ongoing fight against heart disease and stroke.

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Philanthropy Focus: Championing Heart Health with the Heart & Stroke Foundation

This monthly series delves deeper into the remarkable women leaders within Nicola Wealth, offering insightful perspectives and highlighting their invaluable contributions to the organization.

Spotlight on Women Leaders at Nicola Wealth

Explore the dynamic discussions and inspiring insights from the third annual Women’s LEAD event in Toronto at The Royal Conservatory of Music.

 Leap and the Net Will Appear: Embracing Change and Betting on Yourself

Since joining Nicola Wealth nine years ago, Meaghan Sarazin has held several different positions including Financial Project Manager, Finance Controller and Director of Finance. She reflects on the transition to management and her senior leadership roles.

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Building High-Performing Teams with Meaghan Sarazin

Nicola Wealth’s Moustacheers have raised over $500,000 for the Movember Foundation.

From Stiff Upper Lip to Hairy Upper Lip—All in Support of Men’s Health

Tracey Lacroix devotes her Saturday mornings to volunteering with Building Roots to build community ties and help those in need.

Donating Time to Help Support a Diverse Community With Food and Friendship

Through donor funding, BC Women’s Health Foundation is helping lead the way to transform advancements for women’s and newborn health.

Celebrating Innovation and Wellness in Women’s Health

Emira Hadzic has led the Nicola Wealth Payroll team since 2017. A visible touchpoint for hiring managers and employees, Emira reflects on when she was ready to take the leadership leap and how she leads today

Emira Hadzic's Journey in Management at Nicola Wealth

Drawing from our diverse backgrounds and under Nicola Wealth's Women's LEAD initiative, the "Women's Financial Mastery Series" was launched on November 2, 2023.

Women’s Mastery Series: Building a Positive Financial Mindset

The captain of our first team of cyclists in The Princess Margaret Ride to Conquer Cancer shares why he’s passionate about the event and its mission.

Thomas Adamietz is Helping Nicola Wealth Put Pedal to the Metal in Support of Cancer Research

Since the company’s inception, sharing the pie has been a core value at Nicola Wealth and we have always fostered a culture of giving back to our communities.

Nicola Wealth Volunteer Stories

For Nicola Wealth team members like Krissy Coco, volunteering with the Union Gospel Mission is full of rewards.

Building a Legacy of Caring With the Union Gospel Mission

In the latest episode of The Wealth Exchange podcast, Selena Woo engages in an inspiring and laughter-filled discussion with Natalie Miller to discuss her story of building a successful interior design business and supporting her husband's NHL career while raising three children. 

Women's LEAD: Balancing Ambition and Work-Life Harmony with Natalie Miller

Having spent more than a decade in the Toronto real estate sector before moving to Vancouver, Roz shares her thoughts about relationship-building whether it's through mentorship or surrounding yourself with supporters within the company and in the community. 

The Power of Connection: Roz McQueen 

Reflecting on inspiring stories, uplifting events, and the power of collective support for women-owned businesses and empowerment initiatives.

Celebrating Achievements and Cultivating Community on International Women's Day

In the latest episode of The Wealth Exchange podcast, Selena Woo sits down with Cally Wesson, the dynamic CEO and President of BC Women's Health Foundation.

Women's LEAD: Cally Wesson's Commitment to Women's Wellness

Life and career journeys are not easy, but by supporting the future generation and those who come after us, we are actively contributing to shaping a better society for all. 

Cultivating Financial Literacy and Confidence for the Next Generation

Selena Woo shares important takeaways from her uplifting conversations with remarkable guests from the Women's LEAD podcast in 2023.

The Key is Perspective

Embracing the spirit of International Women's Day, Tassan Sung and Danielle Skipp, Co-Chairs of Women's LEAD, reflect on the incredible growth of the initiative.

Women in Business at Nicola Wealth Management's Women's LEAD event

Celebrating the Journey of Women's LEAD on International Women's Day

Having been with Nicola Wealth Real Estate since 2020, Stephanie Loucas shares her insights on how role models have influenced her, paying it forward, and the impact of networking.

What Leadership at Nicola Wealth Looks Like for Stephanie Loucas

In the latest episode of The Wealth Exchange podcast, Selena Woo sits down with Zoë Pawlak, an artist and industrial designer and her inspiring daughter, Cienna Dixon.

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Women's LEAD: Strength, Resilience, and the Enduring Bond Between Mother and Daughter

In an insightful discussion with Jackie Dagg, Team Lead at Nicola Wealth Private Giving Foundation, and Timothy Stranks, Wealth Advisor | Client Relationship Manager, we explore the nuances of DAFs and their potential as catalysts for meaningful change.

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Nicola Wealth Private Giving Foundation: A Guide to Donor Advised Funds and Philanthropy 

Many individuals aspire to leave a lasting legacy through charitable giving. Donor Advised Funds present an opportunity to revolutionize your philanthropic strategy.

Philanthropy Focus: The Strategic Benefits of a Donor Advised Fund

In this episode, Selena Woo sits down with Ravnoor Kirk and Katrina Walker, students at the British Columbia Institute of Technology and Co-Presidents of the BCIT Chapter of Young Women in Business.

Women’s LEAD: Supporting Young Women in Business with Ravnoor Virk and Katrina Walker

Women in Business Financial Mentorship with Nicola Wealth

Big Sisters: The Undeniable Payoff of Investing in Mentorship

Union Gospel Mission's commitment to inclusivity, transformative care, and community collaboration solidifies its role as a catalyst for positive change.

Union Gospel Mission: Nurturing Hope, Fostering Transformation

One in three Canadians will experience mental illness in their lifetime. Rise has emerged as a transformative force, redefining the narrative and empowering individuals facing these challenges through entrepreneurship.

Rise: Breaking Down Financial Barriers for Entrepreneurs with Mental Health and Addiction Challenges

Sarah Friesen shares her journey into charitable giving and discusses her beliefs related to philanthropy and giving back.

Message from a Donor: Sarah Friesen's Journey of Giving, and the Power of Purposeful Philanthropy

Founded in 2012, Girls E-Mentorship has evolved into Canada's largest charitable career mentorship program, making significant strides in supporting the next generation of female leaders.

Mentoring the Future: GEM's Role in Shaping the Careers of Young Women

In this episode, Victoria Emslie is joined by Wayman and Penny Crosby, integral members of the Nicola Wealth family and community leaders. 

Philanthropy Focus: A Transformative Exploration of Purposeful Travel with Wayman and Penny Crosby

Exploring Lindsay Knowlton’s background, delving into the pivotal moments that shaped her golfing journey and subsequently, her remarkable impact through Iron Lady Golf.

Iron Lady Golf: Championing Inclusivity in the World of Golf

In this episode, Selena Woo engages in a conversation with Sheila Biggers, CEO and President of Junior Achievement of British Columbia. 

Women’s LEAD: Sheila Biggers, CEO of JA British Columbia on Financial Literacy for Youth

Nicola Wealth is proud to support Canuck Place Children's Hospice, a renowned organization providing pediatric palliative care and support to children and families facing life-threatening illnesses in B.C. and the Yukon. 

Canuck Place: Providing Compassionate Care to Children and Families in Need

In September, Nicola Wealth proudly sponsored the Women of Empowerment Awards in Toronto, Selena Woo reflects on the evening.

Celebrating Women Leaders: Insights from the 2023 Women of Empowerment Awards

In this episode, Victoria Emslie is joined by Jennie Dale and Michelle Di Tomaso, co-founders of Dense Breasts Canada, a non-profit organization committed to raising awareness and advocating for optimal breast cancer screening.

Philanthropy Focus: Raising Breast Cancer Awareness with Dense Breasts Canada

Peter Mogan shares his experiences and beliefs related to philanthropy and giving back.

Message from a Donor: Peter Mogan's Philanthropic Journey and Insights on Charitable Giving

With the opening of our new Victoria office, we aim to offer even more personalized and convenient services to our clients in this region.

Nicola Wealth Opens New Office in Victoria, B.C.

Lucia and Jason delve into C4K's inspiring journey of transformation over the years, shedding light on its profound mission and strategies aimed at enhancing children's mental health.

Philanthropy Focus: Transforming Children's Mental Health With Capitalize For Kids

In the beautiful Okanagan Valley, the Osoyoos Indian Band is a beacon of Indigenous entrepreneurship led by Chief Clarence Louie, dedicated to uplifting the First Nations community.

Revitalizing Indigenous Entrepreneurship and Economic Development: The Leadership of Chief Clarence Louie

We care for communities in need. Learn how you can best support those impacted by the Okanagan wildfires.

Kelowna Wildfire Relief Campaign

Mark Hannah, Managing Director of Real Estate, provides insights into the performance of the Nicola Wealth Real Estate portfolio during the first half of 2023.

Nicola Wealth Real Estate: 2023 Mid-Year Update

As we conclude our two Women's LEAD events for this year, the Vancouver event held in June provided us with a profound source of motivation to embrace bravery and vulnerability in our pursuit of fulfillment in daily life. 

EVENT REPLAY: Women’s LEAD Vancouver 2023 – A Beacon of Inspiration

Embracing the Power of Connection and Empowerment: Yvette Raposo's Journey in Boxing and Beyond

Women in Business at Nicola Wealth Management's Women's LEAD Event

Women's LEAD: Live Panelist Discussion in Vancouver

Selena Woo reflects on the insights from the Women's LEAD event held in Toronto this May. 

EVENT REPLAY: Women’s LEAD Toronto 2023 – Wellbeing

Valuable insights into how the Nicola Wealth Real Estate Team navigated the challenges of the industry in 2022.

Photo by <a href="https://unsplash.com/@jdent?utm_source=unsplash&utm_medium=referral&utm_content=creditCopyText">Jason Dent</a> on <a href="https://unsplash.com/photos/w3eFhqXjkZE?utm_source=unsplash&utm_medium=referral&utm_content=creditCopyText">

Nicola Wealth Real Estate: 2022 in Review Webcast

Supporting life-saving research for hard-to-cure cancers.

BC Children's Hospital Foundation: The Annual Crystal Ball

Women’s LEAD: Achieving Your Full Potential with Dr. Stacy Irvine

Women's LEAD: A Conversation on Truth & Reconciliation with Inez Cook

Women's LEAD: How Two Canadian Entrepreneurs Redefined Thoughtful Giving

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LEAD Impact: Improving Financial Literacy in Underserved Communities with Myles Gage

Lead Impact: How the Movember Movement is Making a Difference for Men’s Health with Mitch Hermansen

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EVENT REPLAY: Toronto Real Estate Panel

What to Know on National Day for Truth & Reconciliation

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EVENT REPLAY: Vancouver Real Estate Panel

Philanthropy Focus: The Importance of Mental Health Services for Cancer Patients, with BC Cancer

Women’s LEAD: Supporting Diversity in the Entrepreneurial Community

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WEBINAR REPLAY – Nicola Wealth Real Estate: 2022 Mid-Year Update

Tracey McVicar: Partner at CAI Capital Partners & Philanthropist

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Creating Opportunities and Community for Ukrainian Refugees With Father Mykhailo Ozorovych

The Vancouver Mural Festival has announced that–in partnership with Nicola Wealth Real Estate and The Narrow Group–it is reimagining Mount Pleasant’s City Centre Motel into a temporary landmark community art space.

Vancouver Mural Festival transforms City Centre Motel

Covenant House Vancouver CEO, Krista Thompson is one of Canada’s most successful and longest-tenured non-profit leaders, running the 8th largest charity in BC, and helping to revolutionize the delivery of support to British Columbia’s at-risk youth population.

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Krista Thompson: CEO of Covenant House Vancouver

Inspiring the Next Generation through Volunteerism

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Philanthropy Focus: Leading the BC Children's Hospital Foundation with Malcolm Berry

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Women's LEAD: Leadership, Advocacy and Finding Your Purpose With Carol Lee

Chloe Angus

Chloë Angus: The Canadian Entrepreneur Merging Fashion and Robotics

Deanne Schweitzer

Deanne Schweitzer: TurF Founder and Co-Owner

WEBINAR REPLAY – Nicola Wealth Real Estate: 2021 Year-End Update

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Tessa McLoughlin: Connecting the Community Through Coworking

Erin Mielzynski on Putting Progress Ahead of Perfection & Getting Past Setbacks

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Lead Impact: Disrupting the Charitable Sector with Diana Zhang

National Day for Truth and Reconciliation

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Philanthropy Focus: Smashing the Stigma of HIV/AIDS with Joanne Simons

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Lead Impact: Using ocean plastic to end poverty with David Katz

WEBINAR REPLAY – Nicola Wealth Real Estate: Midyear Update & Opportunities Ahead

Track Cyclist Annie Foreman-Mackey on Balancing Med-School While Pursuing Her Passion

A Sweet New Project With a Big Impact

An Interview with Seven-Time World Champion, Katie Vincent

Khamica Bingham on Excelling In a New Sport, and Overcoming Financial Obstacles

Top Athlete Natalie Wideman on Success in Softball and Competing for Canada

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An Interview with Canadian Athlete and Top 10 Rower, Carling Zeeman

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Lead Impact: Pursuing Excellence on the World Stage with Adam Kreek

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An Interview with Canadian Athlete and Marathon Record-Holder, Malindi Elmore

GIFT Newsletter - Spring 2021

We are proud to support and provide opportunities to  Canada’s female athletes and leaders. 

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Philanthropy Focus: A Pandemic within a Pandemic, Helping Victims of Abuse with Dalya Israel

Philanthropy Focus: Supporting Hospitals Through a Pandemic with Angela Chapman

Lead Impact: Treating Childhood Cancer with Dr. Caron Stralendorf

Lead Impact: Providing Lifesaving Support, Care and Research with the Leukemia and Lymphoma Society

Nicola Wealth is an active member of our communities, giving back and getting involved to help build a vibrant future. Learn about how our initiatives are making an impact and redefining success.

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