Be the first to hear about our latest articles, podcasts, and videos. Subscribe to our mail list today.

Receive our latest insights.

Insights

From performances as one of the greatest Canadian male figure skaters of all time to the world of wealth management, Patrick Chan’s journey is as remarkable as it is inspiring.

The Next Chapter: Patrick Chan's Transition from Olympian to Wealth Management

In this episode of Lead Impact, Ron Haik is joined by former Canadian figure skater, Patrick Chan. As the most decorated male figure skater in Canadian history, Patrick shares his inspiring journey from the ice rink to financial planning at Nicola Wealth.

Lead Impact: Patrick Chan's Transition from Canadian Skating to Finance

Finance Job Opportunities at Nicola Wealth Management

The Nicola Wealth Internship Experience: Michelle Dang

Careers Banner

The Nicola Wealth Internship Experience: Rana Ozturk

Makayla Hawthorne joined our Kelowna office in May 2021 as a Wealth Planning Associate Intern before transitioning in January 2022 to Wealth Planning Associate.

The Nicola Wealth Internship Experience: Makayla Hawthorne

 Mitchell Robinson originally joined the firm in May 2021 as a Wealth Planning Associate Intern before transitioning to Wealth Planning Associate. We spoke to him about his experience in the internship program at Nicola Wealth.

The Nicola Wealth Internship Experience: Mitchell Robinson

Nicola Wealth Management Internships

Internships

Please select your country of residence to learn more about our services and investment strategies

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.

Before proceeding, please confirm if you are an accredited investor by checking the box above. Accredited investors are individuals with a net worth of more than $1 million, excluding the value of their primary residence, or individuals with income of more than $200,000 (or joint income of $300,000 for married couples) per year for the past two years, with a reasonable expectation that such income levels will be attained in the current year.
 
Accredited investors also include certain institutions, including U.S. banks and U.S. branches of foreign banks, U.S. savings and loans associations, U.S. insurance companies, U.S. registered brokers and dealers, U.S. registered investment companies and business development companies (as defined by the U.S. Investment Company Act of 1940).
 
Additionally, certain state pension funds and ERISA plans with more than $5 million total assets and certain partnerships, corporations, and trusts with more than $5 million total assets are also considered.


I hereby certify that I am an accredited investor or that I am an authorized representative of an accredited investor