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Joint venture reflects Nicola Real Estate’s ongoing strategy of partnering with Canadian institutional investors and family offices

Nicola Real Estate welcomes iA Financial Group as partner in fully leased GTA industrial  property

The Best Financial Advisors and Professionals Under 40 in Canada | Rising Stars

On the Move: Nicola adds family office lead; St. Jacobs-based practice moves to PWL

TSX Posts Biggest Gain in Five Weeks as Rate Hike Bets 

WP Asks: Why Do Advisors Think Women Are More Cautious Investors? 

Planning a Family Wealth Meeting? Here Are Five Steps to Take

Future-Proofing Your Advisory Practice 

One of City's Largest Rental Projects Opens 

GVBOT announces recipients of the 2027 Rix Awards 

WPC Names Canada's Top Wealth Management Employers for 2026 

How High-Net-Worth Families Can Get the Most From RESPs 

William John assumes the role of Chief Investment Officer, completing a multi-year succession. John Nicola continues as Founder, Executive Chair and Wealth Advisor. 

Nicola Wealth Completes Planned Chief Investment Officer Transition

LG Leases Almost 1M Sq. Ft. in Nicola’s King City Business Park 

Major lease reflects demand for modern, large-format, zero carbon building-design certified industrial space in the Greater Toronto Area 

LG Electronics Canada signs nearly one million square-foot lease, in one of Canada’s largest distribution developments 

Is AI Spending a Growth Boost or a Risk? 

Do Advisors Need to Understand Collectible Luxury Markets to Serve HNW Clients? 

Trump's Fresh 50% Tariffs May Look Big, but Analysts Play Down the Likely Impact 

In B.C., the Rules for Common Law and Wills Pose Special Challenges for Estate Planning

   Nicola Wealth Focuses on Long-Term Growth in Victoria

What’s Next for the Canadian Stock Market? 

There's a Risk to Equity Markets Hiding in Plain Sight

For business owners, choosing the right mix of salary and dividends is all about flexibility

Single-Stock SpaceX ETFs Are Coming, but They're No-Gos for Most Investors

Wealth Professional reveals its 2026 award winners

Canada's energy sector finds unlikely ally in AI's insatiable power appetite

When business owners face existential risks, what can their advisors do?

Even as gains become harder to come by, analysts say that energy and basic materials stocks are set to do the heavy lifting for market returns.

Why Investors Should Expect a Slower Ride Higher for Canadian Stocks | Morningstar

Firm CEO and B.C. advisor each offer insight into why these influencers push risky financial messaging, offer ways for firms and advisors to manage

Battling the ‘manosphere’ and its promise of get-rich-quick schemes

Brad Radin on challenges for AI-related stocks

Two advisors weigh in on their approaches to alternatives, tax & estate planning and how those have set them apart

How advisors’ specialization earned them WP awards nominations

Head of Private Debt explains how the same forces pushing investors into global public assets have his firm seeking new horizons for private credit

Why Nicola Wealth is diversifying into European private credit | Wealth Professional

The best of both worlds? Family members tap services of single- and multi-family offices | Canadian Family Offices

While labour and materials for minor repairs and maintenance are deductible, the landlord’s own investment of time and effort is not – and the non-financial cost of being on call can be significant.

Want to Be a Landlord? Breaking Down the Risks, Rewards and Headaches in a Down Market | Globe Advisor

The oil price spike could be mixed news for the stock market.

How Worried Should Canadian Stock Investors Be About the Iran War? | Morningside

Does Saving RRSP Contribution Room for High-Income Years Make Sense? | Globe Advisor

Brad Radin, portfolio manager and head of international equities at Nicola Wealth, joins BNN Bloomberg to discuss Scotiabank and overall bank earnings ahead of reports.

Brad Radin: vigilance on credit quality key for bank investors

More young Canadians think “buying a home” sounds like a punchline | Wealth Professional

Using RRSPs to Bridge the Retirement Income Gap Before CPP and OAS | Globe Advisor

Buying a starter home, living on one income and staying in the same job for 40 years — life was very different for older generations and many young people have realized what worked for their parents doesn’t necessarily work in today’s modern world.

Old-school financial advice that no longer applies to modern day life | Toronto Star

Mortgage funds have played a growing role in high-net-worth and family office portfolios.

‘Bet the Jockey, Not the Horse’: Mortgage Funds Evolving as Family-Office Staple | Canadian Family Offices

Good research is critical for Canadian executives as concerns rise about data residency and sovereignty

Best Practices for Family-Office Cloud Storage in a Politically Charged Era | Canadian Family Offices

Centre the client experience, rather than investments, senior advisors recommend.

Client Review Meetings Are Advisors’ Chance to Stand Out in the Age of AI | Investment Executive

Sector composition drove much of the Canadian market’s outperformance, while other factors contributed.

Canada’s Stock Market Hit Historic Highs in 2025 | Morningstar

Nicola Wealth is proud to announce that Dami Gittens has been named a Wealth Professional Top 40 Under 40 Rising Star.

Nicola Wealth Wealth Advisor Dami Gittens Named a 2025 Wealth Professional Rising Star

Chris Warner sees past the AI hype, to the small areas where this tech can make life easier, he argues its transformative promise lies in those small wins

How One Advisor Uses AI for Marginal Gains, Not Moonshots | Wealth Professional

Nicola Wealth is proud to be recognized for its culture built on shared values, collaboration, and a people-first approach. 

Most Admired Corporate Culture 2025 Hall of Fame

Culture That Drives Client Success: Nicola Wealth Inducted Into Canada’s Most Admired Corporate Cultures Hall of Fame

The long view remains a core principle, even as accelerated change and volatility demand agility, they say

Outlook 2026: Family Office CEOs Find Themselves ‘At the Intersection of Patience and Change’

From transistor computing to the web and artificial intelligence, the technology sector has always had another “next big thing” to tempt eager investors. This time, it’s quantum computing.

Quantum Computing May Be Tech Investing’s Next Big Thing, but Picking Winners Is a Challenge | Globe & Mail

New leaders deepen firm’s strategy as independents reshape Canada’s wealth landscape.

Board meeting at high rise office.

Nicola Wealth strengthens executive bench with Archambault and Coman-Walker | Wealth Professional

The “sandwich generation” is navigating the dual pressures of caring for children and aging parents, turning to proactive family dialogue and cash flow–focused planning to find balance.

What Can Advisors Do to Help Clients Managing Elder Care, Childcare Costs | Wealth Professional

Firm welcomes Yannick Archambault as President, Private Wealth, and Abi Coman-Walker as COO building upon its foundation of leadership excellence and purposeful growth.

Nicola Wealth Evolves Leadership Team for Next Phase of Growth with Key Executive Appointments

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

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

How guided and open family discussions can facilitate smoother wealth transfers.

The Silent Risk in Wealth Transfers: Families Who Don’t Talk About It | Globe & Mail

Three investment advisors offer opportunities amid rising market and macroeconomic risks.

Where to Invest $1 Million Today | Canadian Family Offices

For the 11th consecutive year, Wealth Professional brought together a wide cross-section of Canada’s wealth industry for an evening of recognition, networking, and celebration.

The 2025 Wealth Professional Awards

Strategic hire reflects firm’s continued growth and commitment to excellence.

Adam Sherriff-Scott Joins Nicola Real Estate to Lead Leasing and Portfolio Strategy in Toronto

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

Canadian Stocks Continue Rally in Q2, Outperforming the US Market 

But due diligence and relative weighting matter.

Alternative Investments Can Support a Pension-Style Portfolio for High-Net-Worth Clients | Investment Executive

Money doesn’t come with a manual — it’s up to advisors to guide the newly wealthy.

Serving the Suddenly High-Net-Worth | Advisor.ca

Canada's main stock index pulled back on Friday from a record high, weighed by declines for mining shares.

TSX Pares Weekly Gain as Mining Shares Drop | Reuters

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

Nicola Wealth has been named to Canada’s Best Private Boards for 2025, receiving recognition in the Fiduciary Board category for family-owned companies with under 1000 employees.

Nicola Wealth Named to One of Canada’s Best Private Boards of 2025

The Nicola Private Debt Fund is pleased to announce its participation in the financing of senior credit facilities to RKD Group, an Incline Equity Partners portfolio Company. 

Nicola Private Debt Fund Participates in Senior Private Credit Financing to RKD Group, an Incline Equity Partners Portfolio Company

Winners from across categories reveal secrets of their success in the moments after their big wins.

WP Award Winners Share What Sets Them Apart | Wealth Professional

Nicola Wealth is pleased to announce the election of David Poster, Chief Financial Officer, and respected Canadian business leader Paul Hollands to its Board of Directors.

Nicola Wealth Elects Two New Board Members, Strengthening Strategic Growth and Cross-Industry Perspective

Completed in summer 2024, Maple Meadows Four generates enough energy from roof-top solar panels to offset the amount of energy it uses in a year. The Maple Ridge, B.C. facility is Canada’s first net-zero-certified self-storage building.

B.C. Structure the First Canadian Self-Storage Facility to Obtain Zero-Carbon Certification | Journal of Commerce

Canada's main stock index is set to largely consolidate its recent gains through the rest of 2025 and could be at risk of another correction as the domestic economy shows signs of a slowdown due to U.S. tariffs.

TSX’s Gains Set to Slow as Trade War Hits Canada’s Economy | Reuters

Chris Warner and Ron Haik have been named two of Wealth Professional's best financial advisors in Canada.

Chris Warner & Ron Haik Named Wealth Professional 5-Star Advisors

Bonds helped during the tariff-driven market sell-off in April, but other diversification options, such as gold and European equities, were better bets.

What Recent Market Downturns Can Teach Us About Portfolio Diversification | Globe & Mail

Near-term measures could focus on interprovincial trade barriers, housing, and diversifying exports away from the US.

What Could Mark Carney’s Cabinet Choices Mean for the Economy? | Morningstar

Over half of Canadians lack an estate plan during the $1 trillion wealth transfer, IG Wealth study finds.

Advisors Brace for Fallout in the $1 Trillion Estate Gap | Wealth Professional

Cassandra Cross explains how she’s steering women through the generational wealth transfer.

Canadian Women Are Set to Inherit Trillions, How Advisors Can Help Them Prepare | Wealth Professional

Is there snowfall on the horizon? It’s hard to say. But if you want to stay cozy and well-fed, do the prep work now.

You Can’t Prevent an Economic Recession, but You Can Ensure You’re Financially Prepared to Weather One | Financial Post

Nicola Wealth founder reflects on 50 years in finance, the power of generosity and what it really means to ‘share the pie’.

Lessons from the Laureates: John Nicola | Business in Vancouver

Why planning ahead reduces future headaches, improves performance.

How to Prevent Advisor Burnout Amid Tariff Chaos | Wealth Professional

Canada's main stock index ended lower on Thursday as gold mining shares fell, but the index stayed in reach of a recent four-week high as investors weighed prospects of fiscal spending and welcomed recent calming of global trade tensions.

TSX Ends Lower as Metal Mining Shares Fall | Reuters

Analysts say the Liberal government will prioritize economic support and US tariff deal. 

Carney’s Election Win Opens Doors to Fiscal Stimulus, Trade Talks | Morningstar

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

One portfolio manager says defensive positioning and diversification is key, no matter your age.

Market Mayhem and What It Means for Millennial, Gen Z and Baby Boomer Investors | Financial Post

John Nicola explains why mean reversion in equity returns should have advisors looking at total returns.

Trump-Induced Volatility Might Be Hiding a Deeper Need to Rethink Portfolios | Wealth Professional

Timothy Stranks explains his role in helping business owner clients through uncertainty and tariff chaos.

An Advisor’s Goals When Business Owners Are Worried | Wealth Professional

Older millennials, or younger ones who feel they need to put off saving, may be wondering: Is 40 too old to build generational wealth?

Is 40 Years Old Too Late to Build Generational Wealth? | Financial Post

A defensive asset mix and low tech sector exposure make the Canadian equity market stand out.

What’s Keeping the Canadian Stock Market Afloat During the Trade War? | Morningstar

The Nicola Private Debt Fund is pleased to announce its participation in the financing of senior credit facilities to Amerit Fleet Solutions, a New Mountain Capital portfolio company.

Nicola Private Debt Fund Participates in Senior Private Credit Financing to Amerit Fleet Solutions, a New Mountain Capital Portfolio Company

Baby boomers are in the midst of a wealth transfer to gen X and millennials, with both experiencing higher costs.

How Much Money Do You Need to Have Generational Wealth? | Financial Post

Women today are busier than ever, so even those with finance experience or involvement in family finances often lack the financial knowledge they need before delving into investing or exploring other money solutions.

Finding Time to Learn About Personal Finance Can Be a Challenge for Busy Professional Women | Globe & Mail

Firm President explains why supporting Canadian culture matters now, outlines the unexpected links between the arts and financial advice.

Why Nicola Wealth Is Backing the Ballet | Wealth Professional

An application seeking to rezone the lot at 2111 Main St. from industrial to comprehensive development goes to a public hearing on March 13.

Mount Pleasant’s Eye-Catching City Centre Motel Set for Redevelopment | Vancouver Sun

While the coronavirus pandemic is in the world’s rearview mirror, institutional investors are continuing to navigate a post-recovery period rife with uncertainty.

Institutional Investors Navigating New Challenges, Global Uncertainty in Post-Pandemic Era | Benefits Canada

How past experiences have shaped Nicola Wealth advisor's approach to uncertainty.

Why Clear, Calm Communication Is Key During Times of Crisis | Wealth Professional

Stocks fall as tariffs raise recession fears.

US-Canada Tit-for-Tat Tariffs Rattling Markets | Morningstar

Bond investors are getting a little more concerned about the outlook for automakers that could see their bottom lines hit by U.S. tariffs.

American Carmakers Face Credit Pressure as Trump’s Tariffs Near | Bloomberg

Alternative investments are becoming more accessible in Canada, here is an investor's guide to the associated terminology and fee structures.

Eight Things to Understand About Private Investment Structures and Fees | Globe & Mail

Diversification can be the difference between a temporary setback and a lost decade when bubbles burst.

Suffering Market Anxiety? Here's Why Diversification Matters | Financial Post

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

Amid rising trade tensions, Canadian investors seek stability in gold, essential commodities, and opportunities from currency shifts and market volatility.

Canadian Investors Add Gold, Uranium Stocks as Trade War Risk Grows | Reuters

A selection of publications and news articles featuring Nicola Wealth.

Nicola Wealth Management news stories

Nicola in the News

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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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