Please note that investment funds sponsored or advised by Nicola Wealth are not currently offered to U.S. residents. As such, the contents of this website should not be construed as an offer of any of Nicola Wealth’s investment funds to U.S. residents.
Are you an accredited U.S. investor?What is a U.S. accredited investor?
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.
Joe couples a well-rounded background with his passion and experience in finance to deliver exceptional results.
Joe is a Senior Financial Planning Associate and the Staff Advisor at Nicola Wealth. In his role, he provides first-class financial planning and wealth management services to clients and staff members. Prior to joining the firm, Joe worked as an Associate Golf Professional at the Shaughnessy Golf & Country Club for eight years. He graduated from St. Thomas University with his Bachelor of Arts, Psychology.
Outside the office, Joe enjoys playing golf, skiing and spending time with his family.
I believe strongly in our investing approach with a focus on cash flow and diversification…and I love working with the best and the brightest!
Best concert ever attended?
Neil Young unplugged at the Queen Elizabeth theatre
What is your favourite Canadian city other than Vancouver?
Fredericton, NB (where I grew up).
Words my father taught me:
Be frugal and live within your means.