Institutional
Our institutional division serves the diverse needs of charities, foundations, endowments, Indigenous communities, and family offices.
Our Approach
We are an independent investment manager with the resources, experience, and track record to build forward-thinking portfolios that go beyond the conventional 60% stocks, 40% bonds approach. With nearly 20 years of experience in asset management, we have been providing institutional investors with a more diversified pension-style approach that includes access to hard asset real estate, private debt, private equity, and infrastructure investments.
Beyond the conventional
Instead of a typical “60/40” portfolio, our expanded asset allocation makes public equities less than half of our model portfolio and offers diversification into private investments that include commercial real estate in both Canada and the U.S.
Typical Asset Allocation
Our Assets
We take a comprehensive approach towards asset management, utilizing an investment philosophy that focuses on cash flow and diversification with an aim to mitigate volatility and improve long-term returns.
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Private Capital
Evergreen investment vehicles that deliver access to private businesses and infrastructure assets across the globe.
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Real Estate
Our in-house team provides exposure to investment-grade commercial, industrial, and multi-family residential properties across Canada and the U.S.
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Public Assets
We focus on owning the highest calibre companies globally, from equities and fixed income to sustainable innovation and other alternative strategies.
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End-to-End Real Estate Services
Nicola Real Estate provides real estate investment advisory, asset management, and transaction management services to Canadian pension funds, foreign investors, private investors and both public and private sector companies to assist them in achieving their investment and corporate real estate objectives.
Independent Culture
We are privately owned with over 250 shareholders including executives, wealth advisors, and staff, meaning we can make decisions that invest in the success of our clients,employees, and community — not public shareholders.
We operate with a "share the pie" mindset; a belief that the more we have, the more we can share. This abundance mindset is a core value that that anchors everything we do, from employee profit-sharing to community partnerships.
Integrated in our communities
Giving back and having strong community partnerships is part of our cultural fabric. Through staff donations, corporate partnerships, and Nicola Wealth Private Giving Foundation accounts, we have helped disperse over $36 million into our communities in 2022.
Meet Our Institutional Team
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Learn more about our asset management strategies and how they can help your organization achieve its financial goals.
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