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High income is not the same as wealth. For dentists, the difference often lies in structure.

For Dentists, Income Is Only the Beginning

How self-employed and entrepreneurial women can build stability in an unpredictable economy. 

Women, Wealth, and the Future of Work

Review key year-end financial strategies, including tax-loss selling, charitable donations, RRIF and RRSP planning, and TFSA contributions.

 Your 2025 Year-End Financial Checklist

Behind every great business exit is a plan that protects what matters most.

Selling Smart: The Strategies That Separate Good Business Exits from Great Ones

While many Canadians plan for retirement primarily through financial vehicles like RRSPs or pensions, farmers often navigate an additional layer of complexity.

Retirement Planning for Canadian Farmers

Passing along a business is among the most multifaceted of wealth transfer challenges, balancing finances and family dynamics.

Avoid the Succession scenario – How to help clients pass the business baton | Globe & Mail

By recognizing the five mistakes we frequently see business owners make and taking proactive steps to address them, you can preserve more of what you’ve built and create greater stability for the next chapter. 

Five Costly Mistakes Business Owners Often Make and How to Avoid Them

How Nicola Wealth helps business owners navigate complexity, preserve wealth and create meaningful impact.

The pros and cons of using life insurance to fund education costs | The Globe and Mail

Many Canadians are balancing raising children, supporting aging parents, and managing careers while planning for a major wealth transfer. 

Navigating the Invisible Load: The Sandwich Generation

For Canadian farming families, the prospect of succession planning can seem daunting, encompassing far more than just financial figures. It's a comprehensive process that delves into the heart of the farm, the intricacies of family dynamics, the emotional capital invested, and the essential financial structure. Here are 10 key steps to guide your farm's transition.

Father Daughter Farm

Succession Planning for Farmers: Farm, Family, Feelings, and Finances

A modern guide to preparing the next generation for wealth through education, values, and intentional planning that goes beyond financial transfers.

Family Finance Meeting

Preparing the Next Generation for Wealth Without the Pitfalls

As governments aim to hurry development and spark projects, here’s where family offices are investing.

Canada’s Critical Minerals Are Poised to Power the World—And Make Lots of Money | Canadian Family Offices

While business owners and founders occupy much of the high net worth market, these employee execs have plenty of unique considerations.

How One Advisor Serves the C-Suite | Wealth Professional

Studies consistently show that the average investor underperforms the market. So, what sets high-net-worth individuals and business owners apart in their ability to consistently grow their portfolios?

The Myth  of the Disciplined Investor

Canadians look up basic financial terms as advisors work to fill gaps left by schools and misinformation

This One Acronym Confuses Canadians More Than Their Mortgage | Wealth Professional

Strategic Confidence in Uncertain Times: Helping Entrepreneurs Thrive with the Right Financial Partner | BC Business

Why retirement isn't about hitting a number, but about building a plan that reflects your life.

Breaking the Million-Dollar Myth: Why Financial Independence for Women Looks Different in 2025

At Nicola Wealth, we believe in informed decision making is the cornerstone of a resilient investment strategy. That’s why we offer clients more than investment products, we offer perspective. On May 21, 2025, we hosted a renowned political commentator and author, David Frum, for a timely discussion on the future of U.S.-Canada relations, tariffs, and global trade strategy. 

Navigating Turbulent Times: A Conversation with David Frum

John Nicola explains why real estate remains a distinct and resilient asset class. From its historical roots to its role in today’s portfolios, he explores how real estate can provide long-term income and stability for investors.

A Brief History: Why Real Estate Is Different, and Built for Resilience

Outlook 2025 features insights from Nicola Wealth’s professional asset management and planning teams to help you make informed decisions with clarity and confidence.

Defense by Design: Nicola Wealth Outlook 2025 

While trusts offer tax efficiency and estate protection, they can be quite complicated and expensive to administer.

In Trusts We Trust: Three Structures to Reduce, Defer and Freeze Taxes | Canadian Family Offices

By achieving financial independence, we can maximize our freedom to focus on what’s most important to us.

Why Planning to Achieve Financial Independence Matters More than Ever | Financial Post

Jasmine Marichic, Wealth Advisor, outlines key estate planning strategies for business owners, including trusts, direct distributions, and Letters of Wishes. 

Investing Matters: Protecting Your Business Legacy for Generations to Come

Inspired by its Vancouver roots, Nicola Wealth and its next generation of leadership have grown to meet the diverse needs of business owners and professionals across Canada.

Building Lasting Legacies: Nicola Wealth’s Client-Centered Approach to Wealth Management | Vancouver Magazine

As a business owner, here’s what you need to consider when planning your legacy.

Business Owners Discuss Plans

Legacy Planning for Business Owners: Securing Your Life's Work Beyond Succession

As interest rates show signs of stabilizing, many business owners who were previously in a holding pattern may be ready to reconsider a sale.

Heading for the Exits: Tips for Canadian Business Owners Preparing for a Sale | Globe & Mail

Nicola Wealth Private Giving Foundation offers business owners the flexibility and tax-savings to explore philanthropic goals while growing their wealth.

How Business Owners Can Maximize Impact with Donor Advised Funds | BC Business

How John Nicola’s vision inspired company growth and a culture of giving.

Purpose and Profit: Crafting a Business Legacy Through Philanthropy | BC Business

Employee ownership trusts are structured such that the employees buy the business through a loan against the business, amortized up to 15 years, rather than from their own capital.

How the New Employee Ownership Trusts Could Transform Canada’s Small Business Landscape | Globe & Mail

A smooth business transition takes at least 2-5 years of planning, says Wealth Advisor | Client Relationship Manager, Jason Nicola.

For Entrepreneurs, Part of Business Success Is Planning Their Exit From It | Globe & Mail

Follow our insights designed for business owners and entrepreneurs, with a focus on financial planning strategies that support growth, succession, and long-term wealth.

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The content of this site is intended for U.S. residents. Please note that Nicola Wealth investments 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 as an offer of any of Nicola Wealth’s investments 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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