Wealth Strategists
As an independent, fee-based firm, we distinguish ourselves through an approach that integrates your life's many moving parts: from family and life stage to business and lifestyle, your financial picture is a prism of intersecting needs.
Your wealth planning and investment management should encompass a level of sophistication that meets this complexity. Even through major market downturns, our disciplined, forward-thinking approach focuses on diversification and proactive adjustments to ease volatility, protect long-term objectives, and capitalize on emerging opportunities.
Client First Wealth Strategy
We take a comprehensive, multi-dimensional approach to wealth planning that integrates tax, estate, investment, insurance, and philanthropy strategies. With a focus on intergenerational success, we help safeguard your legacy, offering you peace of mind and financial security for generations to come.
Nicola Wealth vs The Marketplace
The chart below illustrates the performance of the Nicola Core Composite during the four major crises of the past century, reinforcing our confidence in its resilience.
$1-million invested with Nicola Wealth since January 1, 2000 would have grown to $5.65-million versus $3.31-million for a typical balanced portfolio (Morningstar Canadian Neutral Balanced). Over that same period, Nicola Wealth’s Core Composite Return has been 7.15% vs. 4.89% for the typical balanced portfolio.
As of January 31, 2025. See full disclosures here.
Access Private Investment Opportunities
While Nicola Wealth portfolios have foundational expertise in publicly traded stocks and bonds, our in-house portfolio management and real estate teams offer investments not readily available to the retail investor, including hard asset real estate, private equity, mortgages, private debt, and other alternative strategies.
Asset Allocation
While Nicola Wealth portfolios have foundational expertise in publicly traded stocks and bonds, our in-house portfolio management and real estate teams offer investments not readily available to the retail investor, including hard asset real estate, private equity, mortgages, private debt, and other alternative strategies. (For illustration purposes only).
Typical Asset Allocation
Professionals you can trust.
Speak with a Nicola Wealth advisor to gain insight on your finances and beyond.
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