Trust, Integrity & Transparency
These values are paramount in a relationship between an investor and their advisor. Part of that trust comes from knowing that your advisor is acting in your best interests and working to find the best investments that fit your needs.
So let’s ask the question: do you know how your advisor gets paid?
The traditional financial planner is usually commission-based, meaning your advisor is compensated by the fund companies and paid a commission for selling their product.
NWM Offers Independent, Fee-Based Advice
We are an independent, fee-based investment advisor and, as such, our counsel is unbiased and objective. We purchase investments on your behalf and work to negotiate the best possible prices and reduce costs.
In fact, Nicola Wealth Management was one of the first financial planning firms in Canada to move to a fee-based platform – a move that now seems natural, but was pioneering for its time.
To prove our commitment and transparency, it is NWM policy to rebate all commissions received from third-party investments back to our clients.
