How This Firm’s Funds Outperformed Traditional Portfolios in 2022
View the original version online. For many advisors, the latest year-in-review with clients may involve explaining why their portfolios were in the red in 2022, given the brutal year for both stocks...
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See the Forest for the Trees
By John Nicola, CFP, CLU, CHFC Chairman & Chief Executive Officer Looking through a dense forest, it is easy to see how a rescuer may search for this downed plane for days and never find it behind...
View ArticleNicola Wealth Welcomes Two New Wealth Planners
View the original version online. By Mary Or Nicola Wealth is continuing on its growth path as one of Canada’s most enterprising investment management firms with two new additions to its team. The...
View ArticleIndustry Moves this Week
View the original version online. By: Katie Keir Each week, Investment Executive summarizes notable moves across the financial industry. Andrew Mitchell has been named president and CEO of the...
View ArticleNicola Wealth Welcomes Two Experienced Calgary-based Wealth Planners to Its...
View original version online. Calgary, AB, Jan. 4, 2023 — Nicola Wealth, one of Canada’s fastest-growing investment management firms, announced the addition of two Calgary-based Wealth Planners today,...
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The pros and cons of investing in commercial real estate
View the original version online. By Chris Warner, Special to Financial Post Diversification is a key strategy for all investment portfolios, but it’s especially important for larger portfolios since...
View ArticleNicola Wealth Private Capital: Keeping the Income Stream Growing
The past year provided a textbook example of why investors should diversify beyond stocks and bonds to minimize risk and preserve capital. Among the alternative asset classes that continued to generate...
View ArticleHow Nicola Wealth is Doubling Down on the Institutional Space
View the original version online. By Leo Almazora Nicola Wealth is coming into the new year with a new goal: to hone its focus on serving the needs of institutional investors. Recently, the firm took a...
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Market Commentary – November 2022
By Rob Edel, Chief Investment Officer | Written as of December 12, 2022 View the Nicola Wealth Investment Returns: November 2022. Highlights this Month There may still be some fight in this bear...
View ArticleNicola Wealth Investment Returns – November 2022
Returns for the Nicola Core Portfolio Fund were +1.7% for the month of November. The Nicola Core Portfolio Fund is managed using similar weights as our model portfolio and is comprised entirely of...
View ArticleHow Pension-Style Diversification Fuelled Firm’s National Expansion
View the original version online. By Noelle Boughton After Nicola Wealth, along with much of the wealth industry, hit a record high last year, it roared into 2022, wondering how to maintain the...
View Article5 Things to Know About the Recent Interest Rate Hike
The Bank of Canada recently raised interest rates from 0.5% to 4.25%. Economists were split between a 25 or 50 basis point increase. Canada’s central bank has raised its rate seven times this year in...
View ArticleHow Nicola Wealth helped an advisor find his true vocation
By Jean Dondo “Get up early, get your work done, then the rest of the day is yours.” This simple quote is one that has guided Alan O’Brien, one of Nicola Wealth’s wealth advisors, throughout his...
View ArticleNicola Wealth Broadens Institutional Offering
View the original version online. By Jean Dondo Nicola Wealth, one of Canada’s fastest-growing investment management companies, has appointed Nigel Stewart as vice president, Institutional Sales, and...
View ArticleRevealed: Wealth Professional’s 5-Star Leading Women in Wealth 2022
View the original version online. By Leo Almazora The face of wealth is changing: the share Canada’s financial wealth in women’s hands is expected to surge exponentially this decade. Reflecting that...
View ArticleNicola Wealth Announces Expansion of Institutional Offering
Vancouver, BC, Nov. 29, 2022 — Nicola Wealth, one of Canada’s fastest-growing investment management firms, announced the appointment of Nigel Stewart as Vice President, Institutional Sales and Lucy So...
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Max’s Mo Monologue
By Max Lane, Manager Advisory Services – Associates Every year I have a tradition of stepping out of my comfort zone and into humility for a good cause: to raise funds for the Movember foundation. My...
View ArticleThe Importance of Celebrating Women in Wealth Management
By Selena Woo, Vice President, Advisory Services – Associates and Operations In November 2022 Selena Woo, Nicola Wealth VP Advisory Services – Associates & Operations, was named one of Wealth...
View ArticleNicola Wealth Investment Returns: October 2022
Returns for the Nicola Core Portfolio Fund were +1.5% for the month of October. The Nicola Core Portfolio Fund is managed using similar weights as our model portfolio and is comprised entirely of...
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Market Commentary – October 2022
By Rob Edel, Chief Investment Officer | Written as of November 14, 2022 View the Nicola Wealth Investment Returns: October 2022. Highlights this Month A change in trend or another bear market rally?...
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