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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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Are We Running Out of Safe Investments?

No one knows if Europe or the U.S. made any impactful New Year’s resolutions; and if December’s activity is any indication, investors are opening their wallets, but holding their breath.

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BLOG 2012-01 Resolutions (feat)

New Year’s Resolutions, Family & The European Debt Crisis

2012 brings with it the opportunity for another New Year's resolution. What lessons can we learn from friends, family and the European debt crisis?

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America Gives Thanks, Europe Scares Banks

Americans were thankful, as a turnaround has their economy (tentatively) headed in the right direction. If the Europe’s trend continues, however, they may not even be able to afford coal for their stockings.

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BLOG 2011-11-23 Fine Mess (feat)

Another Fine Mess

We are in the midst of some of the most turbulent times the global economy has ever seen. John Nicola examines what is happening and how to see our investments through.

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BLOG 2011-11 Changing Times (feat)

Changing With The Times

After a trip back hom to Ireland, NWM advisor Paul Gleeson discusses how his home country's change with the times is an example of how investors should change with the markets.

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Live to Fail Another Day

Was it trick or treat for the world markets this October? Stocks went up while bonds dropped, but everything seems to hinge on the continuing Eurozone drama. Will the Euro survive only to fail another day?

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Is Volatility The New Normal?

Historically, September is a terrible month for equities and 2011 is no different. Since August, the markets have been a daily rollercoaster – has volatility become the new normal or are we in for a hard landing?

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Double Dip, Or Just Swinging Wildly?

August was a wild month, with 500-point drops and corrections seeming to be the new normal. Is there hope of stabilization, or are we on the verge of a double-dip recession?

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TACT 2011-09 World's Wealthy (feat)

The World’s Wealthy Recover

When the markets crashed in 2008, much of the world’s net worth vanished virtually overnight. John Nicola examines how the rich recovered their wealth and how Canadian investors can apply these strategies in today’s environment.

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So Much For A Quiet Summer

The U.S. narrowly managed to avoid default by raising the debt ceiling, but between long-term American debt and European sovereign debt, the worries for the world economy are far from over.

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press, events, & media

MEDA 2011-12-05 DeathTaxes (feat)

Death and Taxes

Facing your mortality can be difficult, but as Dylan Reece explains, not understanding what happens to your finances and estate after you die can be costly.

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MEDA 2011-11-04 Inheritance (feat)

Making the Most of an Inheritance

A massive amount of wealth is preparing to transfer from one generation to another and NWM advisor Dylan Reece discusses how to make the most of an inheritance.

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MEDA 2011-12-15 Year-End Tips (feat)

Year-end investment tips for business owners

David Sung offers business owners some year-end financial planning tips they may not have considered.

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MEDA 2011-12-13 Portfolio Makeover (feat)

Portfolio Makeover: Pay debt or save? What a young couple should do

Paul Gleeson speaks with The Globe & Mail and offers a young couple, new to Canada, some advice on getting their fiinancial house in order.

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MEDA 2011-11-28 Building Empire Pt4 (feat)

Invest Like a Kennedy: Building a Real Estate Empire, Part 4

In the final part of this "Building a Real Estate Empire" series, David and Wayman provide a "Do-It-Yourself" checklist to help you get started.

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MEDA 2011-11-22 Building Empire Pt3 (feat)

Invest Like a Kennedy: Building a Real Estate Empire, Part 3

In part three, David and Wayman walk you through the tough questions to see whether you're ready to own investment-grade real estate.

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PRES 2011-11-24 50 Best (feat)

NWM Finalist for Canada’s 50 Best Managed Companies

Nicola Wealth Management is proud to be selected as a B.C. finalist for Canada's 50 Best Managed Companies

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Murray Neilson: Family Enterprise Advisor

Congratulations to our advisor Murray Neilson on completing the Sauder School Business Families Center "Family Enterprise Advisor Program."

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MEDA 2011-11-16 Building Empire Pt2 (feat)

Invest Like a Kennedy: Building a Real Estate Empire, Part 2

Part two of this series discusses what financial conditions are ideal to get started with owning real estate properties as an investment.

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MEDA 2011-11-14 Building Empire Pt1 (feat)

Invest Like a Kennedy: Building a Real Estate Empire, Part 1

In part one of this series, David Sung and Wayman Crosby examine what it is that makes real estate such an attractive and important part of any HNW investment portfolio.

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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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