Security. Clarity. Confidence.
Watch How We Help Clients
$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.
- Private Debt
- Private Equity
- Hard Asset Real Estate
- Commercial Mortgages
Private DebtIs private debt such as mezzanine financing part of your asset allocation?
Private EquityDoes your portfolio have access to non-market-correlated private investments, including private business and infrastructure? Learn More
Hard Asset Real EstateAre Canadian and U.S. investment-grade commercial properties part of your portfolio? Learn More
Commercial MortgagesDoes your portfolio include private assets such as commercial mortgages? Learn More
Publicly Traded EquitiesTraditional 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%.
Publicly Traded BondsTraditional 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
Typical asset allocation is 60% stocks and 40% bonds. Diversified asset allocation may include ranges of 15-20% real estate, 10-15% mortgages, 8-15% private equity and private debt.
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.
- Retirement Modeling
- Tax Strategies
- Estate Planning
- Charitable Giving
- Wealth Transfer
- Business Succession
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