Nicola Wealth Management

Frequent Presentation Topics

Real Returns - Understanding the real estate market means more than just flipping houses and selling condos -- investment grade properties can help you build profits as a part of a diverse portfolio.
The End of RRSP’s & IPP’s? - IPP and RRSP contributions are cornerstones of wealth building, but with change and flexibility, new options can offer greater results.
Market Outlook - In today’s environment of low interest rates, volatile equity returns, and high taxes, we examine strategies to improve net investment results and realize financial goals.
Cash Flow is King - The harrowing highs and lows of an unpredictable market can be tempered with smart investments that provide a steady cash flow and peace of mind.
Life Insurance Strategies - Business owners and successful managers face very different and very specific challenges when it comes to insurance, it’s important to be sure the plans you make maximize your situation.
The Taxman - An essential part of successful wealth management is knowing the system and discerning the most effective ways to reduce tax on both compensation and investment income.
Estate Planning - Leaving behind the legacy of a caring family is something we work hard to achieve -- don’t let procrastination and lack of foresight leave your loved ones unprepared.
Investment Strategies for The Owner Manager - Gain insight into specific strategies that will increase the efficiency of "wealth-building" and reduce the after-tax costs of implementing insurance programs.
Doing Well By Doing Good - Donating your time and money to your favourite charitable organization is "doing good"; making sure you maximize your tax savings is "doing well". We can help you do both by making your gift-giving as tax-effective as possible and increase the "good" you're able to contribute.

Groups That Have Benefited

Industry Associations:

Conference for Advanced Life Underwriters (CALU)
Advocis (membership association of professional financial advisors)
Million Dollar Round Table

Continuing Education:

Institute of Chartered Accountants of British Columbia
Dental Study Groups
Certified General Accountants
Pacific Law Institute
Pacific Dental Conference

Leadership Organizations:

TEC

References and testimonials

BC Children's Hospital Thank You Letter (.pdf - 23kb)

"Refreshingly different perspective on investing and insurance."

"Fast paced and well organized, food for thought, good mixture of technical and broad issues."

"In my 25 years of work in the not-for-profit sector, I have to say that John Nicola is one the most creative, skilled, industrious volunteers I've ever met... His presentations to CALU are always state-of-the-art, and his willingness to share the latest information reveals a profound confidence in his own capacity and expertise. Reliable, responsive, resourceful....top-notch presenter...truly an advanced professional."

Paul McKay, CAE, Executive Director,
Conference for Advanced Life Underwriting

"As a Dental Consultant I had been asked to recommend a reputable financial planner to my dentist clients. I conducted my research through dentist colleagues and reputable accountants and found Nicola Wealth Management. This firm has an outstanding reputation and has over 65 dental professionals as clients. Nicola Wealth Management understands the challenges facing dentists and has assisted them with forward thinking and sound principles in reducing taxes and wealth management planning. The feedback I have personally received from the dentists who I have referred is outstanding. "

Debbie Preissl
Dental Consulting Services

Speakers and their profiles:

If you would like to inquire about one of our speakers making a presentation to your study group, convention, industry association, or business partnership, or to obtain further information, please contact: Lanie Collins at 604.739.6450 or email her at lcollins@nicolawealth.com

Presentation Videos

Presentation Slides