Creating Your Legacy
You focus on the moments that make up your legacy, we’ll help you put the pieces together.
Your legacy is the sum of hard work and significant steps. You’ve pushed yourself to excel and have made a lasting impact that your children can be proud to inherit. Let us help you safeguard your legacy and protect it for generations to come.
DYLAN MODDER, PRESIDENT OF ARGUS TECHNOLOGIESLTD. (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.
Learn how we help build legacies.
SubscribeGrowing Your Wealth
Our institutional approach to portfolio construction diversifies well beyond stocks and bonds.
We provide access to investments not normally available to retail investors. Our Asset Management Team has expertise in hard asset investment-grade real estate, access to direct investments in private markets, as well as experienced active management in publicly traded assets.
Our Thinking
Historically Consistent & Stable Returns
Nicola Wealth vs The Marketplace
A Track Record of Stability
Through two major market downturns, Nicola Wealth has kept clients safely on track to reach their financial objectives through our conservative, yet innovative approach to investment management.
The 2001 Dot Com Bust
When the Tech Bubble burst, Nicola Wealth’s diversified cash flow approach eased volatility, mitigating losses versus the public markets and helping investors recover sooner, allowing clients to accelerate their wealth building.
The 2008 Sub-Prime Crash
While 2008’s financial crisis sent public markets tumbling, Nicola Wealth’s extensive diversification buoyed our clients’ portfolios, protected the downside, and participated in the recovery from a stronger position.
The COVID-19 Pandemic
2020 saw the beginning of a global pandemic causing a wave of unprecedented events, most notably an almost immediate crash and rapid recovery of the public markets. However, through the uncertainty Nicola Wealth client portfolios
Select an index to view its annualized return
Nicola Wealth Core Composite (net of fees)* Morningstar Canadian Neutral Balanced** S&P TSX Composite S&P 500 (CAD) MSCI World (CAD)$1-million invested with Nicola Wealth since January 1, 2000 would have grown to $4.69-million versus $2.64-million for a typical balanced portfolio (Morningstar Canadian Neutral Balanced).
Over that same period, Nicola Wealth’s Composite Return has been 7.09% vs. 4.40% for the typical balanced portfolio.
* The Nicola Wealth Core Composite returns represent the total returns of Cdn. dollar denominated accounts of all fee-paying portfolios with a Nicola Wealth Core mandate. The composite includes clients who are both fully discretionary and non-discretionary. Read full disclosure here.
** This is a proprietary index developed by Morningstar Canada based on the CIFSC Fund categories (cifsc.org). Read full disclosure here.
LARRY WARSHAWSKI DERMATALOGIC SURGEON (RETIRED)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.
Protecting Your Wealth
Safeguard your legacy now and for generations to come.
Ensuring your plan continues to be effective beyond your lifetime is significant. You have worked hard to build your wealth and you will want to implement estate planning to ensure that future generations are provided for and your wishes are efficiently met.
Values
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Trust & Transparency
Our fee-based services are designed with our client's best interests in mind.
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Investing Beside You
Nicola Wealth invests alongside our clients in all the investment opportunities we recommend.
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Communication & Reporting
Your advisor is always available, ready to help and keep you informed.
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Innovation & Performance
The desire to constantly improve and seek new opportunities for our clients is ingrained in our culture.