Nicola Wealth
Financial Services in Canada
Overview
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.
Tagline
Wealth management beyond stocks and bonds.
EMPLOYEES
501-1,000 employees
FOUNDED
1994
HQ
Vancouver, BC
TYPE
Privately Held
Location
- Street
- 5th Floor
- City
- Vancouver
- Region
- BC
- Postal code
- V6J 1W8
- Country
- Canada
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FAQ
What is the company name?
nicolawealth.com is the website of Nicola Wealth.
What is the industry of the company?
Nicola Wealth (nicolawealth.com) is in the Financial Services industry.
What products and services does the company offer?
Nicola Wealth (nicolawealth.com) lists these specialties: Integrated Wealth Planning, Investment Management, Tax Planning, Risk Management, and Estate Planning.
When was the company founded?
Nicola Wealth (nicolawealth.com) was founded in 1994.
How many employees does the company have?
Nicola Wealth (nicolawealth.com) has 501-1,000 employees.
What is the company type?
The company type of Nicola Wealth (nicolawealth.com) is Privately Held.
Where is the company headquartered?
Nicola Wealth (nicolawealth.com) is headquartered in Vancouver, BC.
What is the address of the company?
The address of Nicola Wealth (nicolawealth.com) is 5th Floor, Vancouver, BC, V6J 1W8, Canada.
What are the social media accounts of the company?
The social media account of Nicola Wealth (nicolawealth.com) is LinkedIn.
Social media