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.
Nathan joined Nicola Wealth in June 2019 after spending two years working for a Vancouver-based independent financial planning firm with a focus on discretionary portfolio management.
He graduated in 2016 with his Bachelor of Commerce majoring in Finance & Accounting at the University of Melbourne. Nathan holds his Chartered Investment Manager (CIM) designation and is currently pursuing his Chartered Financial Analyst (CFA) & Certified Financial Planner (CFP) designations. He is also a member of the CFA Society Vancouver, and the Financial Planning Associate Committee.
Outside of work, Nathan enjoys playing basketball, strumming his guitar/ukulele, hiking in the summer, and snowboarding during the winter. You can also find Nathan exploring the newest local eateries all year round.
“Nicola Wealth provides me with the opportunity to grow not only in my professional career but also in many aspects relating to my personal development.”
Favourite restaurant in Vancouver?
Phnom Penh or Kokoro Tokyo Mazesoba
What languages do you speak?
English and Tagalog