Security. Clarity. Confidence.
Nicola Wealth provides bespoke wealth management and asset management services to affluent individuals, families, and institutions across Canada.
Our Services
Let us help you navigate the complexities of legacy building, wealth management, and asset management.
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Individuals & Families
Wealth is more than money. Our services meet the sophisticated challenge of planning, growing, and sharing your legacy.
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Institutions
Protecting and growing your assets often requires a methodical multi-asset approach. Explore our full range of private and public investments.
Learn MoreRecord of Stability
Nicola Wealth vs The Marketplace
Through major market downturns, Nicola Wealth aims to keep clients on track to reach their financial objectives through our conservative, yet forward-thinking approach to investment management.
*The Nicola Core Composite returns represent the total Canadian dollar returns of all fee-paying portfolios with a Nicola Core mandate. The composite includes clients who are both fully discretionary and non-discretionary. Read full disclosure here.
** This is a proprietary index developed by Morningstar Canada based on the CIFSC Fund categories (cifsc.org). Read full disclosure here.
As of April 30, 2025
Our Assets
We go beyond the conventional “60% stocks, 40% bonds” investment approach, providing access to diversified asset classes across real estate, private capital, and public assets.
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Private Capital
We have direct access and co-investments in private opportunities as a result of strong relationships with our network of partners.
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Real Estate
With properties across Canada and the U.S., we utilize disciplined criteria to source historically consistent and stable income-producing assets.
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Public Assets
Our focus is on owning the highest calibre companies globally as part of a well-constructed and well-diversified portfolio.
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To minimize the inevitable ups and downs of the stock market, we take a diversified approach by investing in alternative asset classes such as private equity, mortgages, private debt, and institutional-grade real estate.
Typical Asset Allocation
What our clients say
Testimonials were solicited and are the current opinions of Nicola Wealth clients, and such opinions are subject to change without notice. The views presented may not be representative of the views of other clients.
Recent Insights
Professionals you can trust.
Speak with a Nicola Wealth advisor to gain insight on your finances and beyond.
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