Security. Clarity. Confidence.

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Canada's Best Managed Companies Canada's Most Admired Logo Ernst & Young Entrepreneur of the Year

$11.6B in assets under management

99% client retention rate

4/5 new clients are referrals

Beyond Stocks and Bonds

To minimize the inevitable ups and downs that come with a reliance on the stock market, our conservative yet innovative approach to investing includes additional alternative asset classes such as private equity, mortgages, private debt, and institutional-grade real estate.

Asset Allocation pie chart
  • Private Debt
  • Private Equity
  • Hard Asset Real Estate
  • Commercial Mortgages
  • Publicly Traded
    Bonds
  • Publicly Traded
    Equities
Private Debt
Is private debt such as mezzanine financing part of your asset allocation?
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Private Equity
Does your portfolio have access to non-market-correlated private investments, including private business and infrastructure? Learn More
Hard Asset Real Estate
Are Canadian and U.S. investment-grade commercial properties part of your portfolio? Learn More
Commercial Mortgages
Does your portfolio include private assets such as commercial mortgages? Learn More
Publicly Traded Equities
Traditional asset classes usually make up 100% of a typical portfolio. At Nicola Wealth, we have a complete range of stocks and bonds, but they comprise less than 50%.
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Publicly Traded Bonds
Traditional asset classes usually make up 100% of a typical portfolio. At Nicola Wealth, we have a complete range of stocks and bonds, but they comprise less than 50%. Learn More
Learn More

Integrated Planning for All Aspects of Your Financial Life

Our first task is to ensure that we understand your personal and financial objectives; then we create a sophisticated financial plan that integrates everything from tax planning and risk management to your investment portfolio and estate wishes.

  • Investments
  • Retirement Modeling
  • Tax Strategies
  • Estate Planning
  • Insurance
  • Charitable Giving
  • Wealth Transfer
  • Business Succession
  • Reporting

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