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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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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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Strong Equity Markets, Low Oil Prices

November's equity markets provided positive returns across the board. Unfortunately, strong equity markets don't necessarily correlate with strong economic performance.

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NWM Supports the Vancouver Food Bank

NWM Spreads Holiday Cheer at the Greater Vancouver Food Bank

On December 4th, our team of 14 volunteers returned to the Greater Vancouver Food Bank Society for the third consecutive year.

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NWM Supports Firefighters Charity

NWM Gives Back with Vancouver Firefighters Umbrella Day

NWM Gives Back supported the Vancouver Firefighters' inaugural “Umbrella Day” campaign benefiting the VFCS’s Snack Program and Community First Foundation’s (CFF) Backpack Buddies program.

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Private Business Growth Award

In Good Company: NWM Amongst the Top 10 National Finalists for the 2014 Private Business Growth Award

NWM joined other finalists at the 2014 Private Business Growth Award Gala in Toronto. The event celebrated the Top 10 of over 100 applicants from across Canada.

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press, events, & media

TorontoFeature

2015 Market Outlook Event – Toronto

Join us in Toronto on May 7th, where NWM President David Sung will discuss what is in store for 2015.

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Advisor.ca feature

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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01TheStar-feature

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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1morningstar-logo feature

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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NWM Globe and Mail Article

Modern folklore: ‘You, too, can beat the market’

NWM Senior Advisor and Associate Portfolio Manager, Dylan Reece speaks with The Globe and Mail about investors looking to "beat the market."

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PR 2013 Release (feat)

Getting widows on the right financial track after losing a spouse

We address how can widows get on the right financial track after losing a spouse.

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FP Preferred Share Feb 11

Rate Reset Preferred Share Selloff May Have Been Overdone

NWM Portfolio Manager Ben Jang speaks to the Financial Post on the recent preferred share rate reset.

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MEDA 2015-02-04 The Robo Generation(feat)

Make Way For The Robo Generation

John Nicola talks to the Financial Post about robo advisors and the role of human advice for high net worth Canadians.

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Financial Post - Oil-Prices - Ben Jang

TSX Bolts Higher as Oil-Price Rally Lives On

NWM Portfolio Manager Ben Jang comments on factors contributing to current oil prices.

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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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