Suggested:

Public Assets Strategies

Our focus is on owning the highest calibre companies globally to earn stable cash flow, capitalize on inherent pricing inefficiencies, and maximize long-term growth to complement a professionally constructed and well-diversified portfolio.

Overview

As fee-based investment advisors, our mandate is to invest in quality assets on behalf of our clients. Our series of Nicola investment pools was created as a cost-effective and flexible way to deliver on that promise.


Our Strategies

  • EquitiesWe focus on long-term capital growth and income by investing in a diversified portfolio of Canadian and international equity securities, seeking best-in-class companies with an attractive track record of earnings, dividends, and improving capital efficiencies.
  • Fixed IncomeBy investing in a broad range of Canadian and global fixed income securities, our objective is to generate a highly competitive level of risk-adjusted interest income with a secondary emphasis on capital appreciation and preservation.

Professionals you can trust

Speak with a member of our Advisory Team to discuss your portfolio and learn how we can help.

Meet With Us