When you have wealth that will last into the future, make sure it’s a better future.

Your Journey

We know that continuity and familiarity are important to our clients &ndash; across generations. We support each family with a stable core team that handles strategy, implementation, reporting and administration.

Real relationships

Rigorous planning and financial innovation are the DNA of this firm. Every Nicola Wealth Advisor combines intimate knowledge of each family with technical leadership in investment, tax, estate and philanthropic strategy, guided by an inner drive to do what is best for clients.

Planning pedigree and technical depth

Pension-style investment model

The essentials of Nicola Family

A relationship structure designed to engage your whole ecosystem, with broad based support and key access.

Deep rapport, backed by technical leadership

For our families, it’s not what they make; it’s what they make possible.

Your values in action

We support our families’ chosen causes with philanthropic programs and tools that make acting on your values easy and efficient. Our Nicola Wealth Private Giving Foundation is professionally managed to help maximize the impact of donations. Nicola Wealth has one of the largest donor advised fund programs in Canada, providing the benefits of your own foundation, without the administrative burden.

Private Giving

Through our own corporate giving, staff volunteerism, and shared expertise, Nicola Wealth supports social initiatives that create lasting impact. We seek out partners who challenge the status quo, redefine how communities thrive, and expand what’s possible through philanthropy.

Sharing our client’s passion for positive change

*Nicola Family is an advisory service offering designed for clients with complex financial needs, with assets under management with Nicola Wealth Management Ltd. (Nicola Wealth) of at least CAD $20 million. This offering provides access to enhanced planning, education, and curated third-party services related to health, wellness, and family governance. Please speak to your Nicola Wealth advisor for advice based on your unique circumstances. Nicola Wealth is registered as a Portfolio Manager, Exempt Market Dealer and Investment Fund Manager with the required securities commissions.*

Experience how we uncover opportunities that can maximize your wealth planning and legacy.

Let’s start the conversation

Please select your country of residence to learn more about our services and investment strategies

The content of this site is intended for U.S. residents. Please note that Nicola Wealth investments funds are generally not offered to U.S. residents at the present time. As such, the contents of this website should not be construed as as an offer of any of Nicola Wealth’s investments funds to U.S. residents. Any information, statement or opinion set forth herein is general in nature, is not directed to or based on the financial situation or needs of any particular investor, and does not constitute, and should not be construed as, investment advice, forecast of future events, a guarantee of future results, or a recommendation with respect to any particular security or investment strategy or type of retirement account. Investors seeking financial advice regarding the appropriateness of investing in any securities or investment strategies should consult their financial professional.

Before proceeding, please confirm if you are an accredited investor by checking the box above. Accredited investors are individuals with a net worth of more than $1 million, excluding the value of their primary residence, or individuals with income of more than $200,000 (or joint income of $300,000 for married couples) per year for the past two years, with a reasonable expectation that such income levels will be attained in the current year.
 
Accredited investors also include certain institutions, including U.S. banks and U.S. branches of foreign banks, U.S. savings and loans associations, U.S. insurance companies, U.S. registered brokers and dealers, U.S. registered investment companies and business development companies (as defined by the U.S. Investment Company Act of 1940).
 
Additionally, certain state pension funds and ERISA plans with more than $5 million total assets and certain partnerships, corporations, and trusts with more than $5 million total assets are also considered.


I hereby certify that I am an accredited investor or that I am an authorized representative of an accredited investor