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March Markets Rally…Beware.

March saw the markets rally but how long will it last? China, Canada and even oil seem to benefit from the U.S. recovering economy while Japan and the Euro-zone flounder. For more details read Rob Edel's April market commentary.

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20160418 - Does it pay to leave Canada feature

Does it pay to leave Canada for tax reasons? Experts weigh in.

NWM Chairman and CEO, John Nicola gives his two cents on whether there will be a strategic mass exodus of wealthy Canadians from our country.

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CashFlowIsKingFeature

Cash Flow Is King

How wonderful would it be if your investments paid you rent for owning them? Imagine that. John Nicola explains how a dropping stock price could mean extended value.

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February 2016 was the 3rd most “chaotic” in the history of the S&P 500

February was a tough month for investment managers. Read Rob Edel's February market commentary to learn more about what was causing waves for the global economy last month.

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Markets Start the Year with Some Hefty Goals to Tackle

Oil and China continue to be key contributors to the global economy. Read Rob Edel's monthly commentary and find out how consumers appear to be bearing the economic load.

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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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xmas feature

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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PGF feature

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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press, events, & media

PR 2013 Release (feat)

$4 Billion Canadian Wealth Manager Selects SS&C as its Fund Administrator

Nicola Wealth Management selects SS&C as its new Fund Administrator for its expertise, technology platform and Canada-based service teams.

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MEDA 2013-01-10 Reuters - Canadians Pin Retirement On Real Estate (feat)

CANADA STOCKS-TSX falls as financial and consumer stocks weigh

NWM portfolio manager, Ben Jang comments on Canada’s main stock index falling yesterday as losses for financial and consumer shares offset gains for resource stocks.

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20160415 - Dr. Grubman Feature

Money Isn’t Everything

NWM recently presented special guest, Dr. James Grubman for a discussion on "Wealth Across Generations." The Kelowna Daily Courier recently featured our guest.

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SME

Nicola Wealth Management named one of Canada’s Top Small & Medium Employers 2016

The editorial team at Canada's Top 100 Employers has named Nicola Wealth Management among their Top Small-Medium Employers 2016.

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Investment Executive - feature

TSX soars as benchmark oil crests US$40 a barrel

NWM Portfolio Manager, Ben Jang, discusses the Fed's interest rate news and how the loonie and commodity markets have benefited. Jang also comments on Canadian company, Valeant Pharmaceuticals.

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Canada's Best Managed Companies-feature

Nicola Wealth Management Among Canada’s 50 Best Managed Companies in 2015

Nicola Wealth Management is honoured to earn a spot on this esteemed list of Canada's 50 Best Managed Companies.

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MEDA-2014-10-21 BIV - RetireOnYourOwnTerms(feat)

Leith Wheeler follows other Vancouver wealth management firms with Toronto office opening

NWM Chairman and CEO John Nicola speaks to Business In Vancouver about West Coast wealth management firms expanding East to Toronto.

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20160223 - PAM Awards feature

Nicola Wealth Management Named as a Finalist in New York-based Private Asset Management Awards

Nicola Wealth Management is honoured to have been named as a 2016 Finalist in the New York-based Private Asset Managed Awards.

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2016-02-19 feature

You’re going to give me how much for my company?

The Globe and Mail speaks to NWM President, David Sung, about the importance of succession planning - particularly in family-run businesses.

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MEDA 2013-01-10 Reuters - Canadians Pin Retirement On Real Estate (feat)

CANADA STOCKS-TSX climbs to a 6-week high, led by financials and energy as oil surges

NWM portfolio manager, Ben Jang, adds his two cents on the surge of crude oil prices this week. Reuters discusses the details on the recent TSX performance.

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