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Nicola Wealth Management is more than a financial planning firm. Our proven cash flow approach to money management is enhanced by sophisticated planning to deliver greater tax efficiency and risk-adjusted returns.

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insights & commentary

PE feature

NWM Private Equity LP Liquidity and Distributions

Nicola Wealth Management's Chairman and CEO, John Nicola, writes an update on the NWM Private Equity LP liquidity and distributions.

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NWM Volunteer Team feature

NWM Gives Back: 2015 Canuck Place Adventure Race

Nicola Wealth Management race participants and a team of volunteers supported the Canuck Place Children's Hospice and their 2015 Adventure Race at Jericho Beach.

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A Macro Review: Highlights and Sentiment from the 2015 Strategic Investment Conference

This month Rob Edel discusses the mixed sentiment around the global economy and capital markets at the 2015 Strategic Investment Conference.

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Kipsongol feature

NWM Gives Back: Free The Children reaches goal for one of their Kenyan clean water projects

With the help of our donation, the program successfully raised enough money to drill a borehole which creates a clean, sustainable source of water for a Kenyan community.

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0000 letter from john feature

Market Rebound: A Dead Cat Bounce?

Nicola Wealth Management's Chairman and CEO, John Nicola, writes a letter to address the current state of the markets and our strategy moving forward.

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MMC Standard Header new

Markets Are Up But Outlook Is A Mixed Bag

In July most markets improved, although Canada and China weren’t among the winners. The U.S. on the other hand continues to make slow and steady progress. Read our review to learn more about this summer's retail spending and inflation trends.

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NWM Gives Back: NWM supports children’s creativity at the Arts Umbrella Invitational

NWM joined other generous sponsors, donors, volunteers, and golfers who contributed to raising a grand total of $80,000, all to the benefit of the most vulnerable children in BC.

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A Mid-Year Look At The Global Markets

To learn more about China's recent market decline, improvements in the U.S. housing market and our predictions for a fall U.S. interest rate increase, read Rob Edel's June review.

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NWM at Sharing Farm 2015

NWM Gives Back: NWM Volunteers Visit The Sharing Farm

The Nicola Wealth Management volunteers were at it again! We worked on The Sharing Farm, a 3 acre farm, that provides fresh fruits and vegetables to local food banks. Check out our blog for photos and details!

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Our Newsroom

press, events, & media

20150929 News680

TSX posts modest advance but still near 2-year low; loonie weakness continues

With modest recent market activity, NWM Portfolio Manager, Ben Jang, focuses on what did occur – movement in the healthcare and pharmaceuticals sector.

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CTV feature

Investment 101: Why preferred shares present a money-making opportunity

NWM's Ben Jang speaks to CTV News and describes the current conditions making preferred shares an attractive option for those seeking yield.

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20150909 EdmontonJournalfeature

North American markets start week higher following Chinese rebound

NWM's Ben Jang comments on the recent volatility of the markets and how investors should be prepared for a bumpy ride in the coming months.

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yahoo feature

Oil jumps 10 per cent, markets flex muscle as investors buy beaten down stocks

Concerns over recent market activity are a hot topic in the media. Nicola Wealth Management's Ben Jang spoke with Yahoo! Finance to offer his input and field questions.

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Market Report: Chinese Currency Move Shocks Stock Markets

NWM's Ben Jang speaks with The Canadian Press, addressing the recent events in the Chinese economy and reaction from the North American markets.

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Ben Jang speaks to Scotiabank Hedgebytes

Investor Insights: A Roundtable Discussion

Recently, Ben Jang and several other fund managers participated in a roundtable discussion with hedgebytes to share their views on the changing markets and what is influencing their fund strategies.

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Investment Executive - feature

How to partner with tax and legal professionals

NWM President, David Sung, speaks with Investment Executive about creating relationships with other professionals to offer a comprehensive wealth-management experience for clients.

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The Stability of Private Real Eastate Investment Pools

In the most recent edition of Advisor’s Edge, our David Sung and Wayman Crosby discuss the advantages of investing in RELPs and direct ownership real estate, versus market-influenced REITs.

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NWM in the Financial Post 2015

TSX manages modest advance; U.S. markets soar as interest rate worries recede

NWM's Ben Jang speaks with the Financial Post about improvements in the U.S. economy and what that means for interest rates.

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stories about how we help:

As a successful entrepreneur you work hard to ensure the continued growth of your business. We apply the same dedication and innovation to helping you grow and protect your wealth.

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Life in the dental world is about filling your chair and managing your practice. By crafting a sophisticated investment and financial plan, we help dentists and medical specialists like you focus on what you do best.

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You work long hours through countless nights to ensure your family's security and to reach your retirement goals sooner. Our investment philosophy and multiple savings strategies help you grow and protect your wealth.

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Your reward for a successful career is the ability to step back and enjoy life and family on your own terms. Our focus on the security of your investments and the integrity of your plan ensures a long and fulfilling retirement.

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Attaining wealth can take all forms, whether it is the sale of your business or a significant inheritance. From tax-efficient deal structuring to prudent investment management, our firm's expertise can help you capitalize on your liquidity event.

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