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Professionals you can trust

Liam earned a Bachelor of Commerce (Honours) from the University of British Columbia, specializing in Finance and Real Estate. Outside of work, he enjoys skiing, hiking and cycling. He  also has a strong interest in Formula 1.
 


Liam serves as a Wealth Planning Associate at Nicola Wealth, supporting Advisors in delivering comprehensive wealth management solutions. Prior to joining Nicola Wealth, he developed his expertise at the Bank of Montreal and Wellington Altus, supporting multiple advisors. 

Overview

Liam Roth

Wealth Planning Associate

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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.

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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.


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