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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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NWM Gives Back: NWM supports children’s creativity at the Arts Umbrella Invitational

NWM joined other generous sponsors, donors, volunteers, and golfers who contributed to raising a grand total of $80,000, all to the benefit of the most vulnerable children in BC.

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A Mid-Year Look At The Global Markets

To learn more about China's recent market decline, improvements in the U.S. housing market and our predictions for a fall U.S. interest rate increase, read Rob Edel's June review.

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NWM at Sharing Farm 2015

NWM Gives Back: NWM Volunteers Visit The Sharing Farm

The Nicola Wealth Management volunteers were at it again! We worked on The Sharing Farm, a 3 acre farm, that provides fresh fruits and vegetables to local food banks. Check out our blog for photos and details!

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No Recession Ahead, But Expect Slow Growth

May was a good month for stocks and equities continue to defy dire predictions. For a bond market update, oil price predictions and our cautious look at the Canadian economy, read Rob Edel's May review.

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Markets stabilized in April but investors and consumers remain reserved.

Read Chief Investment Officer Rob Edel's April review of the month's impact on U.S. and Canadian economies as well as the current global scene. He speaks to the stabilizing Eurozone and how the U.S looks promising.

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Finding Hours In The Day

Busy Business Owners need to consider both their business and personal lives when financial planning. Finding time to get organized and plan ahead is a luxury. Here we explain how to work efficiently for a bright future.

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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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press, events, & media

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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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How to partner with tax and legal professionals

NWM President, David Sung, speaks with Investment Executive about creating relationships with other professionals to offer a comprehensive wealth-management experience for clients.

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Canadians should be cautious of rock-bottom rates

Thinking of using a low-interest loan or RRSP withdrawal to make that big purchase? Think again. NWM's Mark Thierriault speaks with The Toronto Star about Canadian's dipping into their RRSPs to fund home purchases.

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The Stability of Private Real Eastate Investment Pools

In the most recent edition of Advisor’s Edge, our David Sung and Wayman Crosby discuss the advantages of investing in RELPs and direct ownership real estate, versus market-influenced REITs.

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NWM in the Financial Post 2015

TSX manages modest advance; U.S. markets soar as interest rate worries recede

NWM's Ben Jang speaks with the Financial Post about improvements in the U.S. economy and what that means for interest rates.

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John Nicola, BC CEO of the Year 2015

John Nicola Wins 2015 BC CEO of the Year

Nicola Wealth Management Chairman and CEO, John Nicola, Wins for Small-Medium Private Company

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Financial Post 2015

As investment gurus sound alarm, what’s the next bull market asset class? Still equities.

In an article by the Financial Post, John Nicola comments on NWM’s investment approach and asset allocation, preferring to have only 40% in “regular stocks and bonds.”

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North American markets close deeply in the red amid concerns over U.S. interest rate hike

Ben Jang speaks to the Financial Post about investors' recent reactions to economic news. He addresses how their actions will impact the markets in the long run.

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NWM Presents John Mauldin Event 2015

Toronto: Nicola Wealth Management presents John Mauldin

NWM is proud to present New York Times best-selling investment author John Mauldin. Join us in Toronto on September 30th, discover John and NWM’s strategies for investing.

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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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