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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


October Markets Rally After A Volatile Stretch

While the volatility continues, the markets overall are looking up after a particularly turbulent Autumn. Read Rob Edel's commentary on all of the contributors to October's economic events

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September: Still No Rate Hike, So The Ride Goes On…

The last few months have not been kind to equity markets. NWM Portfolio Manager, Sean Oye, discusses September's markets and what is contributing to the continued volatility.

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Investing Like a Kennedy: What Does It Take To Build A Personal Real Estate Empire?

How did the Kennedys build their real estate empire? We share the principles behind real estate investing, requirements to start, and the key points you need to know before building your portfolio.

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PE feature

NWM Private Equity LP Liquidity and Distributions

Nicola Wealth Management's Chairman and CEO, John Nicola, writes an update on the NWM Private Equity LP liquidity and distributions.

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NWM Volunteer Team feature

NWM Gives Back: 2015 Canuck Place Adventure Race

Nicola Wealth Management race participants and a team of volunteers supported the Canuck Place Children's Hospice and their 2015 Adventure Race at Jericho Beach.

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A Macro Review: Highlights and Sentiment from the 2015 Strategic Investment Conference

This month Rob Edel discusses the mixed sentiment around the global economy and capital markets at the 2015 Strategic Investment Conference.

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Kipsongol feature

NWM Gives Back: Free The Children reaches goal for one of their Kenyan clean water projects

With the help of our donation, the program successfully raised enough money to drill a borehole which creates a clean, sustainable source of water for a Kenyan community.

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Market Rebound: A Dead Cat Bounce?

Nicola Wealth Management's Chairman and CEO, John Nicola, writes a letter to address the current state of the markets and our strategy moving forward.

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Markets Are Up But Outlook Is A Mixed Bag

In July most markets improved, although Canada and China weren’t among the winners. The U.S. on the other hand continues to make slow and steady progress. Read our review to learn more about this summer's retail spending and inflation trends.

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press, events, & media


Nicola Wealth Management Recognized as One of Canada’s 10 Most Admired Corporate Cultures

Nicola Wealth Management has been recognized as having one of Canada's 10 Most Admired Corporate Cultures (Growth & Small Cap) which distinguishes outstanding workplaces.

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Nicola Wealth Management Honoured as a Top 10 Finalist for The 2015 Private Business Growth Award

For the second consecutive year, NWM has been named as a top 10 finalist for the 2015 Private Business Growth Award presented by The Canadian Chamber of Commerce and Grant Thornton.

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BIV CEO of the Year2

2015 BC CEO Awards: John Nicola

We are proud to congratulate our Chairman and CEO, John Nicola on being selected as Business In Vancouver's 2015 BC CEO of the Year.

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EVENT – Legacy: Passion, Purpose, and Philanthropy

This NWM event will explore estate planning, legacy, and philanthropy. We are pleased to welcome a special guest, entrepreneur and philanthropist, Frank Giustra, who will truly inspire you.

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20150929 News680

TSX posts modest advance but still near 2-year low; loonie weakness continues

With modest recent market activity, NWM Portfolio Manager, Ben Jang, focuses on what did occur – movement in the healthcare and pharmaceuticals sector.

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CTV feature

Investment 101: Why preferred shares present a money-making opportunity

NWM's Ben Jang speaks to CTV News and describes the current conditions making preferred shares an attractive option for those seeking yield.

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20150909 EdmontonJournalfeature

North American markets start week higher following Chinese rebound

NWM's Ben Jang comments on the recent volatility of the markets and how investors should be prepared for a bumpy ride in the coming months.

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yahoo feature

Oil jumps 10 per cent, markets flex muscle as investors buy beaten down stocks

Concerns over recent market activity are a hot topic in the media. Nicola Wealth Management's Ben Jang spoke with Yahoo! Finance to offer his input and field questions.

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Market Report: Chinese Currency Move Shocks Stock Markets

NWM's Ben Jang speaks with The Canadian Press, addressing the recent events in the Chinese economy and reaction from the North American markets.

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Ben Jang speaks to Scotiabank Hedgebytes

Investor Insights: A Roundtable Discussion

Recently, Ben Jang and several other fund managers participated in a roundtable discussion with hedgebytes to share their views on the changing markets and what is influencing their fund strategies.

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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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