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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-heavy index climbed more than 40% since January

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

Entrepreneurs may be used to uncertainty, but there are tools their advisors can use to help them navigate

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, Portfolio Manager and Head of International Equities at Nicola Wealth, joins The Close on BNN Bloomberg to discuss the market outlook and what surging chip prices mean for AI-related stocks.

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

Hybrid models are meeting the needs of those who desire more personal attention than the family SFO can offer

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

It may make sense to keep some RRSP contribution room unused when a client foresees a one-time income jump that pushes them into a higher tax bracket.

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

Advisors say rigid budget, savings, and retirement rules no longer fit Gen Z’s reality

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

How Canadians choose to bridge the gap between work income and government pensions can have a significant impact on the taxes they pay in the short term and over their lifetimes.

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

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

Selena Woo’s career arc is a blueprint for women navigating the corporate world.

This CPA Weighs in on How to Inspire and Empower Teams | Business in Vancouver

Nicola Wealth is proud to be named one of B.C.'s Top Employers for the seventh consecutive year, and will continue to work to maintain its position as a leading employer in British Columbia and Canada.

Nicola Wealth Named a 2025 British Columbia Top Employer

Analysts say tariffs are coming, but the details will hold crucial clues for investors.

What Investors Should Watch For if Trump Tariffs Are Announced Next Week | Morningstar

Here are eight strategies to manage the tax burden associated with RRSPs upon death.

Retired Couple Financial Planning

Eight Tips for Managing RRSPs in Estates | Globe & Mail

Nicola Wealth leaders explain how they vet products and balance portfolios to ensure their clients aren't swimming with the sharks.

How Can Advisors, Firms Protect Against Fraud in Their Alts Allocations? | Wealth Professional

How early money lessons and a passion for problem-solving turned into a trailblazing career in wealth management.

This Advisor Came to Canada as a Student With a Lump Sum to Manage on Her Own | Globe & Mail

An employment boom south of the border and trade uncertainty remain headwinds for the loonie.

Strong Jobs Report Not Enough to Brighten the Canadian Dollar’s Outlook | Morningstar

Nicola Wealth is excited to announce the relocation of the firm's Vancouver headquarters.

Nicola Wealth Secures Long-Term Lease for New Headquarters at 1477 West Broadway

Assets in alternative investments are growing, but advisors must understand the lack of liquidity with certain products.

What’s the Right Allocation to Alternatives? It Depends on the Client | Globe & Mail

For those without a clear heir, estate planning often feels like navigating uncharted waters.

No Kids? Here’s How to Handle Estate Planning | Globe & Advisor

Sophia Ito named one of Wealth Professional's top female financial advisor and professionals in Canada.

Wealth Advisor Sophia Ito Named a Top 50 Leading Women in Wealth | Wealth Professional

The Consumer Price Index rose 2% in October, tipping scales toward a smaller rate cut in December.

Analysts Dial Back Bank of Canada Rate Cut Forecasts After Inflation Spikes | Morningstar

Almost one-third of older Canadians worry about passing down wealth to heirs they feel are ill-equipped to accept it.

The Great Wealth Transfer Is Under Way. But What if You Don’t Trust Your Kids With the Money? | Globe & Mail

John and Chris Nicola reflect on their generational transition, with Chris stepping into the CEO role in 2026.

Inside Nicola Wealth's Leadership Transition | Wealth Professional

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

As the work-from-home vs. back to office debate rages on, some employers are getting creative.

Land Values: Employers Are Mandating the Move Back to the Office With Customizable Approaches | BC Business

Canada's commodity-linked main stock index ended lower on Wednesday as investors took profit in high-flying metal mining shares and weighed the potential for a weaker Canadian dollar to revive inflation.

TSX Posts Seventh Decline in Eight Days on Profit Taking | Reuters

Nicola Wealth is proud to announce that Chris Warner, Pierson Chan, Tony Lee, and Russell Feenstra have been named Wealth Professional Top 40 Under 40 Rising Stars.

Nicola Wealth Announces Four Wealth Advisors as Wealth Professional Top 40 Under 40 Rising Stars

Photography by Graham Handford

Nicola Wealth Real Estate and Townline Celebrate Completion of Meridian Residential Project in Coquitlam, B.C.

Serving clients across a wider geographical area allows some advisors to specialize in the type of work they enjoy rather than adapting to the needs of clients in their region.

How Some Advisors Are Expanding Their Geographic Footprint | Globe & Mail

A selection of publications and news articles featuring Nicola Wealth.

Nicola in the News

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