Our sense of accomplishment is equally rooted in helping our clients feel well cared for and secure.
Larry Warshawski Dermatalogic Surgeon (Retired)
Nicola Wealth Management has been great about setting a plan based around our goals and income needs. We know what to expect, we know what the cash flow is going to be, and that our investments are well managed as well as tax efficient. It gives us a tremendous peace of mind... the numbers have been exactly what we anticipated and that has allowed us to retire early.
Dylan Modder President of Argus TechnologiesLtd. (Retired)
I bring my children to all of the seminars to get them involved so as time goes on, and money passes on, they will continue to work with Nicola. It really all comes down to our comfort level and the trust factor.
Sandra Wilson Founder of Robeez Footwear
One of the big differences with dealing with Nicola Wealth Management is the diversification of assets and the focus on cash flow, as well as the assistance with planning the whole financial picture.