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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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Geopolitical Factors Increase Market Volatility

September saw a decline in North American markets. Most likely, investors reacted with caution to a number of geopolitical concerns: ISIS in the Middle East, Ebola in Africa, and instability in North Korea.

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BLOG 2014-10 Sky Falling (feat)

The Sky Is Falling

From worried investors to bearish pundits, the recent equity market downturn has everyone on edge. Is your investment strategy prepared for these bumps in the road?

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Stronger Economy Boosts Stocks

U.S. Treasury yields strengthened following the ECB's interest rate cut, while a slowing Asian market also made America’s economy look good. It all appears to be on an upswing, but what does that mean for interest rates?

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Sad Finish to a Strong July

While Canadian equities managed to deliver a positive return, the global markets resulted in a dampened ending to a decent month.

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What Your Will Doesn’t Cover

Talking about the end of life isn't easy, but in many ways nothing could be more important to your personal and financial plan.

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Mid-Year Markets Outperform Expectations

The economic story for 2014 is still unfolding, but mid-year it seems that yet again many expert predictions were off the mark.

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Economic Growth and Holding Patterns

An in-depth look at May's global equity markets, the deflationary spiral in the Euro-zone, and why the downward trend in bond yields is concerning for traders.

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Up Close and Personal: Going to Ghana with Opportunity International

NWM Senior Partner Wayman Crosby and his wife Penny talk about their trip to Ghana earlier this year and the amazing work being done by Opportunity International with NWM's support.

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Look Who’s Talking… Two

John Nicola offers an inside look at the prestigious "Strategic investment Conference" hosted by John Mauldin and Altegris, featuring some of the world's foremost economists and financial thinkers.

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Risk, Recovery, and Old Market Rules

Continued recovery in the U.S. and Europe is increasing appetite for risk, but will turmoil in Ukraine and a potential housing bust in China keep markets on edge?

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press, events, & media

MEDA 2014-11-05 Private Business Growth Award (feat)

NWM Named Among Top Private Businesses in Canada

We're proud to announce that NWM has been selected as a national finalist for the 2014 Private Business Growth Award, presented by the Canadian Chamber of Commerce and Grant Thornton LLP.

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2014-12 TO Open (feat)

NWM Toronto: Open House

Please join us as we celebrate the official opening of NWM's Toronto office!

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If you own a business, here’s how to retire on your own terms

NWM President David Sung talks to Business In Vancouver about how business owners can plan effectively for retirement.

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Why alternatives to stocks and bonds can calm your portfolio

NWM Chairman & CEO John Nicola talks to The Financial Post about how less liquid assets such as private equity and real estate can reduce volatility in your portfolio.

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EVNT 2014-10 Real Assets (feat)

NWM Vancouver: Real Assets, Real Returns

From private equity deals and farmland, to infrastructure and real estate, hear stories of how these real assets can deliver real returns.

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EVNT 2014-10 Life Transition (feat)

NWM Toronto: Transition Without Concern

You've spent a lifetime saving and have enjoyed freedom from the daily grind. But what about all the changes that still lie ahead? Join us on October 29 to learn more.

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MEDA-2014-10-01-Industry Insider – Nicola Wealth Management’s president offers expert advice(feat)

Industry Insider – Nicola Wealth Management’s president offers expert advice

NWM President David Sung shares advice, strategy, and lessons learned through his experience with leading a fast-growing company.

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Nicola Wealth opens Toronto office

Investment Executive picks up on NWM’s growth into Toronto and Eastern Canada with Kostas Andrikopoulos at the helm.

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TSX unchanged on modest Chinese data

NWM Portfolio Manager Ben Jang comments on the Eurozone’s recovery and the Obama administration’s latest moves.

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Nicola Wealth Management opens newest office in Toronto to manage rapid growth

Nicola Wealth Management is proud to announce the official opening of its Toronto office!

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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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