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.
Ryan joined Nicola Wealth in April 2021 as a Portfolio Manager, bringing over a decade of experience in research and management of Canadian public equities for an independent Calgary-based investment manager.
In his role, Ryan is driven by a client first mentality, and a profound belief in long-term compounding. As a Portfolio Manager, he researches and manages Canadian public equities that can protect and grow client wealth over time. Ryan graduated with both his Bachelor of Arts, Economics as well as his Master of Business Administration, Accounting in Finance from The University of British Columbia. He currently holds his Chartered Financial Analyst (CFA) and Canadian Investment Manager (CIM) certifications.
Outside of the office, Ryan enjoys spending his time with his wife and two young boys, as well as scenic drives throughout Alberta and British Columbia.
I can’t live without my…
Porsche 992 Turbo S
Drink of choice?
Oban 14-year-old single malt, neat
What is your favourite Canadian City other than Vancouver?
Tofino – my annual getaway!