NWM staff joined other volunteers at the Greater Vancouver Food Bank Society, sorting goods, preparing food for distribution, and raised over $11,000 for the Food Bank!
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Nicola Wealth is opening doors in Toronto! Join us for an exciting event introducing NWM's comprehensive approach to wealth management to the GTA.
Business in Vancouver lists Nicola Wealth Management as BC's second biggest investment fund management firm.
Business In Vancouver speaks with NWM President David Sung about the retirement needs of high net worth individuals.
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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.
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.
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.
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.
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.