Company profile

Nicola Wealth

Wealth management beyond stocks and bonds.

Industry
Financial Services
Employees
543
Headquarters
Vancouver, BC
Founded
1994
LinkedIn followers
23,445
Office locations
4

Nicola Wealth company summary

Nicola Wealth is a company in the Financial Services industry, headquartered in Vancouver, BC, founded in 1994. On LinkedIn the company has around 543 employees and 23,445 followers. The company lists 4 office locations. Its listed specialties include Integrated Wealth Planning, Investment Management, Tax Planning, Risk Management, Estate Planning.

What technology does Nicola Wealth use?

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About Nicola Wealth

Founded in 1994, Nicola Wealth Management Ltd (Nicola Wealth) has over 30 years of investment management experience and has navigated through numerous market cycles, economic downturns, and geopolitical events. Over that time, we have built a team of investment professionals, managing a broad range of investment solutions which span traditional asset classes, such as Canadian and global equities and fixed income, as well as private asset classes including hard asset real estate, infrastructure, private debt, mortgages, and private equity. Today, Nicola Wealth is one of the largest independent (non-bank) private investment counselling firms in Canada, with approximately $16.8 billion of assets under management as of Jan 1, 2025. For more information, please visit www.nicolawealth.com. Nicola Wealth Management Ltd. (Nicola Wealth) is registered as a Portfolio Manager, Exempt Market Dealer and Investment Fund Manager with the required securities commissions.

Specialties

Integrated Wealth PlanningInvestment ManagementTax PlanningRisk ManagementEstate Planning

Where is Nicola Wealth located?

Nicola Wealth lists 4 office locations.

Vancouver, BC V6J 1W8, CAHQ
5th Floor
Kelowna, BC V1Y 7T2, CA
Landmark III Suite 520
Toronto, Ontario M4W 3R8, CA
175 Bloor St E
Woodbridge, Ontario L4L 8V1, CA
240 Chrislea Rd

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Frequently asked questions about Nicola Wealth

What does Nicola Wealth do?

Founded in 1994, Nicola Wealth Management Ltd (Nicola Wealth) has over 30 years of investment management experience and has navigated through numerous market cycles, economic downturns, and geopolitical events. Over that time, we have built a team of investment professionals, managing a broad range of investment solutions which span traditional asset classes, such as Canadian and global equities and fixed income, as well as private asset classes including hard asset real estate, infrastructure, private debt, mortgages, and private equity. Today, Nicola Wealth is one of the largest independent (non-bank) private investment counselling firms in Canada, with approximately $16.8 billion of assets under management as of Jan 1, 2025. For more information, please visit www.nicolawealth.com. Nicola Wealth Management Ltd. (Nicola Wealth) is registered as a Portfolio Manager, Exempt Market Dealer and Investment Fund Manager with the required securities commissions.

How many employees does Nicola Wealth have?

Nicola Wealth has around 543 employees on LinkedIn.

Where is Nicola Wealth headquartered?

Nicola Wealth is headquartered in Vancouver, BC.

Where does Nicola Wealth have offices?

Nicola Wealth lists 4 office locations, including Vancouver, BC V6J 1W8, CA; Kelowna, BC V1Y 7T2, CA; Toronto, Ontario M4W 3R8, CA; Woodbridge, Ontario L4L 8V1, CA.

When was Nicola Wealth founded?

Nicola Wealth was founded in 1994.

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