Nicola Wealth, one of Canada’s fastest-growing independent wealth management firms, proudly announces its recognition as a 2024 winner of the Canada’s Best Managed Platinum Club designation, having retained its Best Managed designation for nine consecutive years.
The Canada's Best Managed Companies program stands as a pinnacle in recognizing excellence among Canadian-owned and managed businesses. Winners are meticulously selected through a rigorous evaluation process that assesses the company’s leadership in the areas of strategy, culture and commitment, capabilities, innovation, governance and financial performance.
Since its inception in 1994, Nicola Wealth has demonstrated remarkable growth and success by delivering tailored wealth management solutions to high-net-worth individuals, families, and institutions. By integrating investment management, tax planning, estate planning, and philanthropy, Nicola Wealth crafts holistic financial plans that cater to the unique needs of each client.
"Our continued success is a testament to the dedication of our team and our steadfast focus on providing exceptional service and advice to our clients," remarks Jamie Duncan, Chief Operating Officer of Nicola Wealth. "As we move forward, we remain committed to fostering innovation, enhancing client experiences, and driving positive outcomes for all stakeholders."
The 2024 cohort of Best Managed companies share common themes such as having a people-centric culture, targeting effective ESG strategies, and accelerating operational digitization.
About Canada's Best Managed Companies Program
Canada’s Best Managed Companies continues to be the mark of excellence for private Canadian-owned and managed companies. Every year since the launch of the program in 1993, hundreds of entrepreneurial companies have competed for this designation in a rigorous and independent process that evaluates their management skills and practices. The awards are granted on four levels: 1) Canada’s Best Managed Companies new winner, one of the new winners selected each year; 2) Canada’s Best Managed Companies winner, award recipients that have re-applied and successfully retained their Best Managed designation for two additional years, subject to annual operational and financial review; 3) Gold Standard winner, after three consecutive years of maintaining their Best Managed status, these winners have demonstrated their commitment to the program and successfully retained their award for 4-6 consecutive years; 4) Platinum Club member, winners that have maintained their Best Managed status for seven years or more. Program sponsors are Deloitte Private, CIBC, The Globe and Mail, and TMX Group. For more information, visit www.bestmanagedcompanies.ca.
About Nicola Wealth
Nicola Wealth Management Ltd. (Nicola Wealth) is an independent wealth management firm dedicated to serving the complex needs of high-net-worth individuals, families, and institutions across Canada. With advisors situated in British Columbia, Alberta, and Ontario, Nicola Wealth manages over $15.5 billion in assets under management (AUM), offering diversification beyond publicly traded securities to encompass a wide array of private asset classes including real estate, private equity, private debt, mortgages, and more.
