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NWM EVENTS – Proposed Tax Reform 2017: What You Need to Know
After Bill Morneau announced the Liberal government’s potential tax changes, it has become clear that business owners and entrepreneurs of all stripes and sizes will likely be impacted. At this event,...
View ArticleMany MPs May Be Clueless When They Vote For Liberal Tax Changes
By Tim Paziuk View this article in PDF format. What is happening to our democracy? Do we not elect people to represent us in Ottawa? Isn’t it important for those representing us to know what they’re...
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INTERVIEW: Morneau’s tax analysis ‘wrong’ and ‘incomplete’: Money manager
September 25, 2017 John Nicola, chairman and CEO of Nicola Wealth Management, joins BNN to critique Ottawa’s proposed tax changes. He explains why he thinks Morneau’s analysis of taxation for business...
View ArticleSmoothing out returns in volatile times
With low interest rates and high equities valuations posing risks for investors, advisors can help clients find ways of adding some predictability to their portfolios By Jade Hemeon | September 25,...
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Minister Morneau, Your Analysis Is Incomplete…
By John Nicola, Nicola Wealth Management Chairman & CEO and Elliott Levine, Levine Financial Group President View the PDF version of this newsletter. | A version of this article was also posted on...
View ArticleIs your portfolio ready for a sharp correction?
By Joel Schlesinger View the original article. | View this article in PDF format. Bull market, long may you run. It’s been going flat-out since 2009, and U.S. equities have surged to record heights,...
View ArticlePRESENTATION: Proposed Tax Reform 2017: What Accountants Need to Know
On September 28, 2017, NWM hosted a group of over 120 accountants at the Hyatt Regency Hotel to discuss the Finance Minister Bill Morneau and the Canadian government’s proposal for tax reform impacting...
View ArticlePRESENTATION: Proposted Tax Reform 2017 – What You Need To Know
On October 5, 2017, NWM hosted a group of over 500 people at the Fairmont Hotel Vancouver to discuss the Finance Minister Bill Morneau and the Canadian government’s proposal for tax reform impacting...
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September In Review: Typical Low Volatility, But For How Long?
By Rob Edel, CFA Highlights This Month September 2017: positive returns and low volatility. Let’s talk about inflation. Pressure is on the Fed to manage the next recession. Is the economy still too...
View ArticleNicola Wealth Management Launches Private Debt Fund
Nicola Wealth adds another unique offering to their diversified asset allocation. VANCOUVER, British Columbia, October 31, 2017 – Nicola Wealth Management is pleased to announce the launch of its NWM...
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Outstanding Advisory Teams 2017
Nicola Wealth Management has been recognized as having an outstanding Advisory Team by Wealth Professional. View the original article online. The role of a financial advisor is a different beast in...
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The joyful uncertainty of taxes
By Leo Almazora View the original article online. | View a PDF of the article. Financial advisor Brad Coutts started his career not at a bank or an independent practice, but at a public accounting...
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October In Review: identifying where we stand in the economic cycle
By Rob Edel, CFA Highlights This Month October 2017: scary month for equity markets? Is the current market overheating? One more factor to extend the economic cycle further. Should you move up the risk...
View ArticleVIDEO: 2017 Proposed Tax Changes: What You Need To Know
Click to view: Presentation | Part 1: The Main Issues (David Sung) Proposed Tax Reform | Part 2: Leveling the Playing Field (David Sung) Proposed Tax Reform | Part 3: Where All of This Started (John...
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The weakest link in protecting privacy? Personal staff
By Marjo Johne View the original article online. | View the PDF version here. Sylvia Garcia might be arm-twisted from time to time into sharing a few of her favourite recipes. But when it comes to...
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An Update on the Proposed Tax Changes
By Kyle Westhaver, CIM & John Nicola, CFP, CLU, CHFC View this update in PDF format. In July the Department of Finance proposed the most significant reform of the tax system for Canadian private...
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November In Review: Macro-performance, Micro-trends, and Bitcoin
By Rob Edel, CFA Highlights This Month Economists’ Crystal Ball: A Prediction for 2018.ngine The domestic economy and why growth stocks remain hot. The risks associated with an inverted yield curve....
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Giving Is For Today – Winter 2018 Edition
By Victoria Emslie View this newsletter in PDF format. NICOLA WEALTH MANAGEMENT HAS ALWAYS STRIVED to be an active member in our communities, both locally and internationally — not only as a company...
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December In Review: 2017 Reflections & 2018 Predictions
By Rob Edel, CFA & Jeff Ryan, CIM, BA Highlights This Month Consistency was key in 2017. U.S. Tax Reform was passed mid-month. What this means for economic growth. Watch inflation as an indicator...
View ArticleHow to keep splitting income with family members in 2018 and beyond
Written by Kyle Westhaver, CIM and John Nicola, CFP, CLU, CHFC As published by Advisor.ca on January 19, 2018 View the original article online. The new income sprinkling rules mean it no longer makes...
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