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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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2015: A Year to Forget

2015 came to a lackluster close and left investors wondering, what's next? Read Rob Edel's market commentary and review of December for his take on what happened and what's on the horizon.

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A Happy New Year?

Given last week's turmoil in the equity markets, NWM Chairman and CEO, John Nicola, weighs in with his thoughts.

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NWM Gives Back: Christmas Backpack Initiative

Tanya Hughes and a special group of volunteers spent Christmas morning handing out hundreds of supply-filled backpacks to homeless people living on the Downtown Eastside, and beyond.

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Private Giving Foundation (PGF)

Many of our clients give generously and make it a part of their financial and tax planning. Learn more about how opening your own NWM Private Giving Foundation can help build your legacy.

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Lost In Translation: Global Performance is Muddled by the Strong U.S. Dollar

Global equity markets continued on trend after a strong October; where things get messy is in translation of assets to U.S. dollar terms. Read Rob Edel's commentary on November's market events and what's to come as 2015 closes.

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Protecting Your Legacy

Many people think of Estate Planning as simple preparing a will. What they don't realize is that Estate Planning is a comprehensive process to ensure who and what you leave behind is taken care of while minimizing taxes.

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Grant Thornton recognizes the Private Business Growth Award Finalists

Nicola Wealth Management was named as a Finalist for the Private Business Growth Award. Grant Thornton recognized all of the finalists in the Globe and Mail this week.

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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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press, events, & media

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Worried? Think like a pension fund

NWM Advisor, Dylan Reece speaks to the Globe and Mail about how investors should concern themselves less with market turbulence and more on asset mix and future income needs.

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2016 Market Outlook Event – Vancouver

Join us in Vancouver on April 19th, where we will discuss the current markets and investing in 2016.

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2016 Market Outlook Event – Kelowna

Join us in Kelowna on Wednesday, March 30th, where we will discuss the current markets and investing in 2016.

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2016 Market Outlook Event – Toronto

Join us in Toronto on May 5th, where we will discuss the current markets and investing in 2016.

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Legacy: Passion, Purpose and Philanthropy // Presentation

[VIDEO] View our entire event where NWM welcomed special guest, entrepreneur and philanthropist, Frank Giustra in a fire-side chat about legacy planning and giving back.

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Frank Giustra Question and Answer

Legacy: Passion, Purpose and Philanthropy // Question & Answer

[VIDEO] Audience questions are answered by special guest, philanthropist and entrepreneur, Frank Giustra.

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NWM Presents John Mauldin in Toronto // Presentation

[VIDEO] Watch segments from our fall event where we welcomed New York Times best seller John Mauldin to Toronto to discuss investing in today's markets.

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NWM Presents John Mauldin in Toronto // Question & Answer

[VIDEO] Audience questions are answered by New York Times best seller John Mauldin during this Toronto event in Fall 2015.

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TSX falls as resource stocks drag, Valeant slumps

Recently, NWM Portfolio Manager, Ben Jang, spoke to Reuters regarding the TSX performance over the holidays. He comments on the factors leaving Canadian index in a bit of a Christmas-coma.

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MARKET REPORT: North American markets tumble for a second day

After North American markets post several dismal days, the Herald speaks to NWM's Ben Jang on what role China played in these recent events.

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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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