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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

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Who needs a crystal ball when you have gold?

The negative impact of Brexit appeared to be short lived as global equity markets rallied in July. Read this month's commentary from Rob Edel to see what the post-Brexit performance of gold may be telling us.

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GIFTfeature

Giving Is For Today – Summer 2016 Edition

In this first edition of Giving Is For Today, we speak to NWM client Dr. Nekky Jamal about his philanthropic strategy as well as highlight a cause near to our hearts, the Canuck Place Children's Hospice.

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All eyes are on Britain as the global markets react to Brexit.

Brexit (the British withdrawal from the EU) has been cited as a tail risk event for markets, but no one really though it would happen. Read Rob Edel's monthly market commentary for an overview of how markets have reacted.

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2016-06 Brexit (feat)

BREXIT: “I’m mad as hell and I’m not going to take it anymore!”

The Brexit has massively altered our political and economic landscape, immediately and in the foreseeable future. What does that mean for investors and our clients?

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Contrasting Opinions: An Outlook from the Mauldin Conference

NWM's Chief Investment Officer, Rob Edel attended John Mauldin's Investment Conference last month where a diverse group of presenters shared speculation on today's markets. Here is what they said.

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April Market Conditions: cloudy with a chance of sunshine

April's markets, and weather, were surprisingly more pleasant than expected, grudgingly moving higher. For further details on market events, read May's Market Commentary by Ben Jang.

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March Markets Rally…Beware.

March saw the markets rally but how long will it last? China, Canada and even oil seem to benefit from the U.S. recovering economy while Japan and the Euro-zone flounder. For more details read Rob Edel's April market commentary.

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20160418 - Does it pay to leave Canada feature

Does it pay to leave Canada for tax reasons? Experts weigh in.

NWM Chairman and CEO, John Nicola gives his two cents on whether there will be a strategic mass exodus of wealthy Canadians from our country.

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CashFlowIsKingFeature

Cash Flow Is King

How wonderful would it be if your investments paid you rent for owning them? Imagine that. John Nicola explains how a dropping stock price could mean extended value.

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February 2016 was the 3rd most “chaotic” in the history of the S&P 500

February was a tough month for investment managers. Read Rob Edel's February market commentary to learn more about what was causing waves for the global economy last month.

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press, events, & media

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New Duke of Westminster, a 25-year-old who inherited $13.9B, has ties in Vancouver

Hugh Richard Louis Grosvenor, the newly minted Duke of Westminster inherits real estate fortune from his late father. Read more about the new Duke and the Grosvenor family connection to Nicola Wealth Management here.

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Commercial Real Estate Investing - feature

Commercial Real Estate Investing

Equity markets are particularly volatile these days. Are you adjusting your portfolio accordingly? Join Nicola Crosby's managing director Wayman Crosby, and Nicola Wealth Management's Bing Chan for a presentation highlighting commercial real estate.

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News1130

North American stock markets shy away from major moves amid Fed meeting

NWM's own portfolio manager, Ben Jang, speaks with The Canadian Press about Fed meetings, the quiet markets, and unlikely rate hikes.

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CTVNews logo- feature

North American markets bounce back for first time since Brexit vote

Just one week after Brexit, NWM's Ben Jang notes the knee-jerk reaction by the markets and that financially it remains a domestic issue versus an international one.

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2016-06-22

Wealth Professional: Canada’sLeading Portfolio Managers

Wealth Professional has released their list of Canada’s Leading Portfolio Managers, and NWM's own Benjamin Jang made the list.

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2016-06-16 Globe and Mail feature

VIP perks part of the deal for wealthy investors

NWM President, David Sung speaks with the Globe and Mail in their feature on high net work investors and the VIP perks offered by wealth management firms.

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Advisor.ca

Industry Reacts to Robos Aligning with Advisors

NWM CEO, John Nicola speaks to Advisor.ca about Robo-advisors' recent strategy to collaborate with traditional financial advisors.

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Reuters TSX (feature)

TSX hits a one-week low as financials retreat; losses mostly pared

NWM portfolio manager Ben Jang provides a brief comment on TSX hitting a one-week low and word of the Fed potentially raising rates.

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2016-05-10 Cautiously Optimistic - feature

Wealthy investors’ mood: Cautiously optimistic

Globe & Mail asks NWM advisor Dylan Reece about the general sentiment among wealthy investors’. He speaks to NWM's alternative asset classes including hard asset real estate and private equity.

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2016-05-10 Conservative

Alternatives for the hard-luck conservative investor

NWM advisor Mark Therriault speaks to the Globe & Mail regarding fixed income alternatives for the risk averse investor; such as commercial mortgages and hard asset real estate.

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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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