This weekend, Nicola Wealth proudly participated in Rock the Pickle, a pickleball event supporting Melanoma Canada produced by Solutions With Impact [SWI]. Held in Muskoka, Ontario, we had the chance to contribute both on the court and at the Pickle Ball Gala, helping raise awareness and fund education around melanoma and skin cancer. A heartfelt thank you to our clients and team members for their unwavering commitment to giving back to our community.
Nicola Wealth
Financial Services
Vancouver, BC 14,264 followers
Wealth management beyond stocks and bonds.
About us
Founded in 1994, Nicola Wealth Management Ltd (Nicola Wealth) has over 30 years of investment management experience and has navigated through numerous market cycles, economic downturns, and geopolitical events. Over that time, we have built a team of investment professionals, managing a broad range of investment solutions which span traditional asset classes, such as Canadian and global equities and fixed income, as well as private asset classes including hard asset real estate, infrastructure, private debt, mortgages, and private equity. Today, Nicola Wealth is one of the largest independent (non-bank) private investment counselling firms in Canada, with approximately $15 billion of assets under management as of December 31, 2023. For more information, please visit www.nicolawealth.com. Nicola Wealth Management Ltd. (Nicola Wealth) is registered as a Portfolio Manager, Exempt Market Dealer and Investment Fund Manager with the required securities commissions.
- Website
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http://www.nicolawealth.com
External link for Nicola Wealth
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Vancouver, BC
- Type
- Privately Held
- Founded
- 1994
- Specialties
- Integrated Wealth Planning, Investment Management, Tax Planning, Risk Management, and Estate Planning
Locations
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Primary
5th Floor
1508 West Broadway
Vancouver, BC V6J 1W8, CA
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Landmark III Suite 520
1632 Dickson Avenue
Kelowna, BC V1Y 7T2, CA
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175 Bloor St E
Suite 801 North Tower
Toronto, Ontario M4W 3R8, CA
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240 Chrislea Rd
125
Woodbridge, Ontario L4L 8V1, CA
Employees at Nicola Wealth
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Jennifer Missaghi, MBA
Head of Business Management, Private Capital /Strategy, Transformation, Change/ Schulich MBA
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Heather Claridge
People and Culture Leader + Mentor and Coach + Driver of Business Performance and Change
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Cliff Hammerschmidt
VP of Software Development at NWM.
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Lawrence Chew
Senior Manager, Brand Strategy
Updates
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We asked our employees, what attracted you to join Nicola Wealth? Everyone's answer to this question is different, and unique. Just like our fast growing company. Learn more about our career opportunities, here: https://lnkd.in/gHKhj_sZ
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"Share the pie" is a core value at Nicola Wealth, which means we believe that contribution, growth, and success should benefit all. #nicolawealth #financialadvisors #wealthadvisor #careers
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In the latest episode of The Wealth Exchange podcast, Selena Woo, CFP, CPA, CMA is joined by Henna Mazzocco, the owner and lead photographer at Skyscape Studio. Henna specializes in drone photography and video production, bringing over two decades of experience in marketing and sales to her craft. Listen to the podcast: https://lnkd.in/gPtSd-Fj
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The first few years of the 2020s have either presented real estate investors with significant challenges or wonderful opportunities - it all really depends on what kind of real estate you own. Additionally, asset-based lending has grown in popularity, particularly around the real estate market that have not had as much support from the banks. Lucy So will be moderating a discussion with Henryk Gelbert and Anthio Yuen at the CAIA Canada West panel in Calgary to discuss how investors should examine this asset class in the next several years. Check out her panel to learn more! https://lnkd.in/gX2gwe4A
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See the individual Investment Pool Performance for the Nicola Wealth funds in July 2024. Learn more: https://lnkd.in/g7HfdEVd
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In July's Monthly Market Commentary, Chief Economist Rob Edel provides insights into recent market trends, key economic indicators, and the potential impacts of a presidential shift. https://lnkd.in/gUgjXS8F
Market Commentary: July 2024
nicolawealth.com
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We are pleased to announce the following investments recently made under our Mortgage Investments strategy. For more information about the strategy, please visit https://lnkd.in/geV4cFGJ
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How are you setting your children up for long-term success? With the escalating costs of post-secondary education, one of the most impactful steps you can take is to begin planning and saving for their educational future now. In this new article by Ryan Bevelander, CFP®, CIM®, CLU®, he discusses strategies you can use to help plan for your children's education. Read more: https://lnkd.in/gbAiSQAT
Maximizing RESP Benefits for a Bright Educational Future
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We asked our employees, what attracted you to join Nicola Wealth? Everyone's answer to this question is different, and unique. Just like our fast growing company. Learn more about our career opportunities, here: https://lnkd.in/gHKhj_sZ