Our sense of accomplishment is equally rooted in helping our clients feel well cared for and secure.

Success Stories 

One of the big differences with dealing with Nicola Wealth is the diversification of assets and the focus on cash flow, as well as the assistance with planning the whole financial picture.

I bring my children to all the seminars so as time goes on, and money passes on, they will continue to work with Nicola. It comes down to our comfort level and the trust factor.

Nicola has been great about setting a plan around our goals and income needs. It gives us peace of mind to know what to expect, what the cash flow will be, and that our investments are well managed. 

What our clients are saying

David and Alison Bentall describe their experience and why they chose Nicola Wealth.

The Bentall's Story

Nancy MacKay created a CEO forum to allow CEO’s to come together and learn from each other. She invited John Nicola to speak and knew from there we were the firm for them. Nancy and Robert share their story of why they work with Nicola Wealth.

The MacKay's Story

Experience how we uncover opportunities that can maximize your wealth planning and legacy.

Build your legacy.

Your Legacy - Success Stories

Please select your country of residence to learn more about our services and investment strategies

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.

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.


I hereby certify that I am an accredited investor or that I am an authorized representative of an accredited investor