Performance figures for each account are calculated using time weighted rate of returns on a daily basis. The Composite returns are calculated based on the asset-weighted monthly composite constituents based on beginning of month asset mix and include the reinvestment of all earnings as of the payment date. Composite returns are as follows:

Nicola Wealth Unveils a New Brand Positioning as it Celebrates 25 Years of Serving Clients.

VANCOUVER, British Columbia, April 2, 2019 – Nicola Wealth is proud to celebrate 25 years of unparalleled client service.  Since inception in 1994, starting with six employees in Vancouver, the firm has grown to almost 200 employees with offices in Vancouver, Toronto and Kelowna.

“Over our 25-year history, Nicola Wealth is proud to have become the trusted advisor to many exceptional families.  The strength of our relationships has been built on striving to exceed their expectations,” says CEO and Chairman John Nicola. “Achieving this milestone is a testament to the hard work and dedication of our staff, advisors, and the clients we have the fortune to serve.”

Building on 25 years of industry leadership, Nicola Wealth has introduced a new logo, color scheme, and commercial real estate website (, which officially welcomes the former “Nicola Crosby” brand to Nicola Wealth as its in-house real estate division.

“This is an exciting moment in the evolution of our firm,” says President David Sung. “Since the day our doors opened in 1994, we have worked hard to consistently innovate, ensuring a uniquely integrated wealth planning model that brings our clients peace of mind so they can focus on aspirations beyond wealth.”

About Nicola Wealth

Established in 1994, Nicola Wealth (nicolawealth.local) is among Canada’s fastest growing asset fund management and private investment counsel firms (Investor Economics 2017) with $6.2 billion in assets under management.  The firm provides portfolio diversification well beyond stocks and bonds, comprehensive and integrated wealth planning, and consistent and stable returns, serving affluent families, entrepreneurs, and foundations across Canada.


Media Contacts:

Charis Whitbourne
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Timothy Cuffe
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