Client Stories

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

Nicola Wealth Management has been great about setting a plan based around our goals and income needs. We know what to expect, we know what the cash flow is going to be, and that our investments are well managed as well as tax efficient. It gives us a tremendous peace of mind... the numbers have been exactly what we anticipated and that has allowed us to retire early.

Larry Warshawski Dermatalogic Surgeon (Retired)

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

Dylan Modder President of Argus TechnologiesLtd. (Retired)

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

Sandra Wilson Founder of Robeez Footwear

The Bentall's Story

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

Arv Sooch's Story

Arv Sooch shares why he chose Nicola Wealth. From looking for a trusted financial advisor to working with Nicola Wealth as an ambassador to further share our story.

The MacKay'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.

Start your journey with us

Set up a meeting