Three Nicola Wealth Advisors Named Among Canada’s Top Wealth Advisors 2022
Vancouver, BC, October 28, 2022 – Nicola Wealth Management Ltd. is pleased to share that three of its wealth advisors have been recognized among Canada’s Top Wealth Advisors 2022, an annual ranking...
View ArticleNicola Wealth Real Estate: Where We Want to Go Next
Nicola Wealth’s real estate portfolio grew by an unprecedented $2 billion, to $8 billion in gross assets, in 2021. Managing Director of Nicola Wealth Real Estate (NWRE), Mark Hannah, sees it continuing...
View ArticleNicola Wealth Real Estate & CanTex Capital partner in the repositioning of an...
Dallas, TX, November 2nd, 2022 – Nicola Wealth Real Estate (NWRE), in partnership with CanTex Capital (CanTex), has acquired 3216 – 3308 Royalty Row and the adjacent land parcels fronting John...
View ArticleWe’re All Human, and We All Have Biases
By Max Lane, BSc, CIM®, CFP® Manager, Advisory Services – Associates | Client Relationship Manager One of a Wealth Advisor’s responsibilities is to uncover clients’ biases and make data-driven...
View ArticleNicola Wealth Announces Acquisition of Levine Financial Group
Toronto, ON, Nov 07, 2022 – Nicola Wealth, one of Canada’s fastest-growing private investment counsel firms, has announced the acquisition of Levine Financial Group (LFG) as part of its ongoing...
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Nicola Wealth buys Levine Financial Group
Toronto-based firm provides insurance products and services to doctor clients iStock Vancouver-based independent wealth management firm Nicola Wealth has acquired Levine Financial Group, a...
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Nicola Wealth continues expansion with Ontario acquisition
By James Burton Nicola Wealth continues expansion with Ontario acquisition Nicola Wealth has announced the acquisition of Levine Financial Group (LFG) as it continues its expansion into Ontario. The...
View ArticleThirteen Nicola Wealth Advisors Ranked Among Best in Province for Ontario and...
Vancouver, B.C., and Toronto, ON, November 9 – Nicola Wealth Management Ltd. is pleased to share that thirteen of its wealth advisors have ranked on the Best in Province list; an inaugural ranking...
View ArticleHow a High-Performing Athlete Found His Place at Nicola Wealth
Some would say there is a high correlation between professional athletes and successful businesspeople. Athletes have an interesting combination of skills; they are generally disciplined,...
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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?...
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...
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...
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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 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...
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 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 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 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 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 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...
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