Mark Therriault, Vice President of Business Succession and Estate Planning, sits down with Mike and Karen Heppell, founders of Longboard Architectural Products. From betting the farm on a manufacturing startup to creating one of Abbotsford’s most admired workplace cultures, the Heppells share their journey of grit, vision, and leading with purpose. 

People First, Profit Follows: Building a Legacy of Generosity

Studies consistently show that the average investor underperforms the market. So, what sets high-net-worth individuals and business owners apart in their ability to consistently grow their portfolios?

The Myth  of the Disciplined Investor

How do you plan for the long term when the landscape keeps shifting? This article recaps key insights from a recent discussion in Victoria on strategy, diversification, and navigating uncertainty.

Strategic Growth and Steady Planning in Victoria

Canadians look up basic financial terms as advisors work to fill gaps left by schools and misinformation

This One Acronym Confuses Canadians More Than Their Mortgage | Wealth Professional

Recorded live on June 3 in Victoria, Nicola Wealth Advisor | Client Relationship Manager, Chris Warner, hosts a timely discussion on the forces shaping today’s investment environment.

Going on a Bear Hunt: Four Market Factors to Consider

Why retirement isn't about hitting a number, but about building a plan that reflects your life.

Breaking the Million-Dollar Myth: Why Financial Independence for Women Looks Different in 2025

Markets rebounded sharply in May, but underlying sentiment remains cautious amid rising bond yields, policy uncertainty, and shifting global capital flows. Investors are watching closely as U.S. fiscal risks, currency dynamics, and conflicting economic signals complicate the path forward.

May Market Commentary | Markets Rise, But Questions Multiply

How Nicola Wealth is supporting women’s financial independence.

Women and Wealth: It’s About More Than Money

In this episode, Rob Olsen, Head of Private Capital at Nicola Wealth, and Jason Luo, Senior Director of Venture Capital, speak with Han Kim, Co-Founder and Managing Partner at Altos Ventures, a global venture capital firm known for backing breakout companies like Roblox, Coupang, and Woowa Brothers.

How Altos Ventures Built Success by Thinking Long Term

Markets are facing a rare convergence of risks: rising tariffs, shifting trade alliances, unsustainable debt levels, and evolving tax rules. At Nicola Wealth’s Strategic Insights event in Vancouver, Chairman and CEO John Nicola shared his perspective on what these developments could mean for investors.

Beyond the Outlook: What We’re Watching Now

John Nicola breaks down Section 899 in the latest U.S. budget and examines what it could mean for Canadians and other foreign investors with U.S. holdings

A Spanner in the Works – Section 899

Recorded live on May 29 at the Nicola Wealth Vancouver Strategic Insights event, this episode features Chairman, CEO, and CIO John Nicola in conversation with the firm’s senior investment leaders. 

The Uncertainty Premium: Finding Value When Markets Fear Change

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Five Ways to Talk to Your Children About Money

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

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TSX Pares Weekly Gain as Mining Shares Drop | Reuters

Dead Cat Bounce or Real Recovery? Lessons from 1930

A Brief History: Why Real Estate Is Different, and Built for Resilience

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