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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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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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No Recession Ahead, But Expect Slow Growth

May was a good month for stocks and equities continue to defy dire predictions. For a bond market update, oil price predictions and our cautious look at the Canadian economy, read Rob Edel's May review.

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Markets stabilized in April but investors and consumers remain reserved.

Read Chief Investment Officer Rob Edel's April review of the month's impact on U.S. and Canadian economies as well as the current global scene. He speaks to the stabilizing Eurozone and how the U.S looks promising.

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Finding Hours In The Day

Busy Business Owners need to consider both their business and personal lives when financial planning. Finding time to get organized and plan ahead is a luxury. Here we explain how to work efficiently for a bright future.

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OI Feature

NWM Gives Back: Opportunity International 2015 Chef’s Table, Okanagan

NWM was pleased to participate in Opportunity International's Okanagan Chef’s Table Event at the stunning Poplar Grove Winery in Penticton, BC.

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March Markets Reveal A Stalled U.S. Economy

Take a look at Rob Edel's March review for a big picture look at the Canadian economy, why we think the soft U.S. economy will be good for growth long term, and a positive outlook for wage growth.

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Markets Bounce Back From A Weak Start To The Year

Markets took an upswing. Review February's impact on the U.S. and Canadian economies as well as the current global scene. We discuss all the contributing factors like the shift from bonds to stocks and the strengthening Eurozone.

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NWM presents Motown Meltdown

Nicola Wealth Management Supports…

We are proud to present the 12th annual Motown Meltdown, in support of Seva Canada and their efforts to eliminate preventable blindness and restore sight in the developing world.

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2015 Off To A Weak Start, With A Few Surprises

2015 got off to a rocky start. Find out what the markets saw in January and what surprises may be in store. Will we continue to see red?

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Oil Price Impact and the Year Ahead

From lower oil prices to Euro-zone concerns, see how the markets and economy have reacted to these factors and learn what 2015 may have in store.

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press, events, & media

John Nicola, BC CEO of the Year 2015

John Nicola Wins 2015 BC CEO of the Year

Nicola Wealth Management Chairman and CEO, John Nicola, Wins for Small-Medium Private Company

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Financial Post 2015

As investment gurus sound alarm, what’s the next bull market asset class? Still equities.

In an article by the Financial Post, John Nicola comments on NWM’s investment approach and asset allocation, preferring to have only 40% in “regular stocks and bonds.”

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North American markets close deeply in the red amid concerns over U.S. interest rate hike

Ben Jang speaks to the Financial Post about investors' recent reactions to economic news. He addresses how their actions will impact the markets in the long run.

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NWM Presents John Mauldin Event 2015

Toronto: Nicola Wealth Management presents John Mauldin

NWM is proud to present New York Times best-selling investment author John Mauldin. Join us in Toronto on September 30th, discover John and NWM’s strategies for investing.

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Have U.S. property? Manage currency risk

NWM Financial Advisor, David Chalmers, speaks to Suzanne Sharma about mortgages and investing in real estate south of the border and the issues that many Canadian investors are facing.

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NWM 2015 Market Outlook Presentation

2015 Market Outlook Event // Presentation

[VIDEO] Watch our 2015 Market Outlook Event, featuring presentations by John Nicola (Chairman & CEO) and Rob Edel (Chief Investment Officer).

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NWM 2015 Market Outlook Q&A

2015 Market Outlook Event // Question & Answer

[VIDEO] Audience questions are answered by John Nicola (Chairman and CEO) and Rob Edel (Chief Investment Officer), and David Sung (President) during NWM's 2015 Market Outlook Event.

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TSX ends flat amid new worries about oil

The Toronto Star features a comment from NWM Portfolio Manager, Ben Jang, regarding investors' lowered expectations and how financial results may surprise them.

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660News feature

David Chalmers Speaks With 660 News On Financial Planning for Widows

[AUDIO] NWM Financial Advisor David Chalmers speaks with David Reynolds of 660 News in Calgary on how to financially prepare for the loss of a spouse. He shares common issues and tips on what to do and what not to do.

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Are REIT payouts safe?

In an interview with Morningstar, Russ joins a panel of real estate experts from across Canada, offering quotes on how to assess REIT cash flows and distributions.

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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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