Women’s LEAD Initiative Event – Toronto
Join us for an interactive evening of cocktails and connection. At this engaging experience hosted by Jessica Holmes, hear from ceiling-breaking and industry-disrupting Joanna Griffiths, founder of...
View ArticleClik here to view.
Alternatives boom means advisors need to ‘drill down’ on assets’ transparency
By Jameson Berkow Whoever is running the alternative fund being considered for investment must be judged on how they source, assess, and monitor the load, quality, and variety of their deal pipeline,...
View ArticlePrivate Equity Part 1: Why We Dove Deep Into Private Equity
After the three pillars of public equities, fixed income and real estate, private equity (PE) was a natural asset class Nicola Wealth wanted to give our clients access to. It may offer steadier, and...
View ArticleClik here to view.
Chloë Angus: The Canadian Entrepreneur Merging Fashion and Robotics
“What I just love is that we are a Canadian project built on pennies and passion, and we have the world’s most advanced exoskeleton.” Chloë Angus’ entrepreneurial journey as a designer of both fashion...
View ArticleClik here to view.
The Nicola Wealth Internship Experience: Rana Ozturk
Rana Ozturk originally joined the firm in May 2021 as a Wealth Planning Associate Intern before transitioning to Wealth Planning Associate. We spoke to her about his experience in the internship...
View ArticleThe Liberals plan to review tax treatment of REITs. Will this help renters?
Read the original version online. Targeting REITs and other large owners of residential real estate such as life companies and pension plans might disincentivize investment, one expert says By: Rudy...
View ArticleCanada’s Top Small & Medium Employers 2022 show remarkable agility in...
Read the original version online. By Diane Jermyn One of the most surprising things about Canada’s Top Small & Medium (SME) Employers 2022 by Mediacorp is how much they have in common. Although...
View ArticleSpousal RRSP Planning – A Tool That Should be Considered
By Evan Turner, CFA, CFP Last week, I had an interesting conversation with a talented and experienced investment advisor. The discussion arose “Are spousal RRSPs really worth it? Especially in the...
View ArticlePrivate Equity Part 2: Three Reasons to Invest in Private Equity
Read Private Equity Part 1: Why We Dove Deep Into Private Equity 1. It’s less volatile than public equities Why should an investor want to invest in the Nicola Private Equity Limited Partnership? One...
View ArticleWEBINAR REPLAY – The Family Business Life Cycle: Creating & Distributing Wealth
Wealth can be created at each stage of the life cycle of the family business. The foundation established early on will create a harvest at a later time. Many families experience turbulence when...
View ArticleWomen’s LEAD Vancouver
We are thrilled to host an enlightening panel discussion with local entrepreneurs, community builders, and change-makers: Tessa McLoughlin, KWENCH founder, Deanne Schweitzer, TurF founder, Chloe Angus,...
View ArticleWhat does the budget mean for housing and corporations?
Top advisor weighs in on tax changes in federal budget, and how some measures might not work out as planned By Leo Almazora Given the backdrop of high inflation, tightening central bank policy, and...
View Article5 Traits of Family Businesses That Usually Last
View our webinar on The Family Business Life Cycle: Creating & Distributing Wealth Just as every one of us has a financial life cycle—we accumulate and grow wealth, live off its income in...
View ArticlePart 2: 2022 Virtual Strategic Outlook Q&A Responses
By Mark Hannah On March 1, we hosted our 2022 Virtual Strategic Outlook event, A Tale of Two Perspectives. We were fortunate to have many excellent questions posed for our Q&A session but could not...
View ArticleClik here to view.
Why I Joined Nicola Wealth as a Wealth Planning Associate
Marco Lo is a Wealth Planning Associate in our Toronto office. He shares how the firm’s “Share the Pie” philosophy inspired him to join Nicola Wealth. — By Marco Lo From the day I started my onboarding...
View ArticleTips for becoming a green thumb in your senior years, why retirement is ‘the...
Read the original version online. Gardening is one of the most versatile retirement activities, ranging from growing a few flowers on the balcony to designing ambitious full-yard plant landscapes. A...
View ArticleNicola Wealth Investment Returns – March 2022
Returns for the Nicola Core Portfolio Fund were +0.9% for the month of March and +1.2% for Q1, 2022. The Nicola Core Portfolio Fund is managed using similar weights as our model portfolio and is...
View ArticleClik here to view.
Market Commentary: March 2022
By Rob Edel, Chief Investment Officer Click here to view the PDF. View the Nicola Wealth Investment Investment Returns: March 2022 Highlights this Month A historically bumpy first quarter for bond...
View ArticleHow Active Asset Management Can Boost Real Estate Fund Returns
By Nicola Wealth Real Estate When a suburban Chicago office building now owned by Nicola Wealth’s Nicola U.S. Real Estate LP opened more than 20 years ago, it featured a waterfall in the lobby. “At the...
View ArticleClik here to view.
Danielle Skipp: Lead Without Limits
Devote time to forming and nurturing professional networks. Go looking for roles that will give you an opportunity to use your best skills — a role where you will shine. Seek out mentors, champions and...
View Article