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.
Makayla joined our Kelowna office in May 2021 as a Wealth Planning Associate Intern.
Prior to joining Nicola as an Intern, Makayla participated in two Finance competitions at a collegiate level, the Queens Inter-Collegiate Business Competition in the Corporate Finance stream, and the CFA Research Competition. Makayla is a graduate of the Okanagan School of Business at Okanagan College and holds her Bachelor of Business Administration with a Major in Finance.
Outside of work, Makayla enjoys snowboarding, surfing, reading and hiking.
“I was drawn to Nicola Wealth because of the outstanding reputation and continuous growth of the firm. More specifically, the corporate culture within the firm and how amazing of a team Nicola has.”
If you could travel anywhere in the world, where would it be?
I would love to spend a month in Thailand
Sushi, Pho and butter chicken
Drink of choice?
Tall Caesar, extra spicy
What is your favourite Canadian City?