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Media Coverage Highlights

John Nicola comments on the impact of using alternative assets to improve diversification and portfolio asset allocation.
Ray Tuchansky of The Edmonton Journal speaks with NWM Chairman & CEO John Nicola about what it takes to keep high net worth clients satisfied.
The Globe & Mail's Rob Carrick takes a look at Nicola Wealth Management's balanced portfolio and talks to John Nicola about the advantages of diversification and proper asset allocation.
We are incredibly proud of our Chief Financial Officer, Mike Taylor and his achievemtn as BIV's CFO of the Year in the small company category!

In The News

Industry Reacts to Robos Aligning with Advisors

In The News

Advisor.ca

NWM President, John Nicola speaks to Advisor.ca about Robo-advisors' recent strategy to collaborate with traditional financial advisors.

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TSX hits a one-week low as financials retreat; losses mostly pared

In The News | May 19, 2016

Reuters TSX (feature)

NWM portfolio manager Ben Jang provides a brief comment on TSX hitting a one-week low and word of the Fed potentially raising rates.

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Wealthy investors’ mood: Cautiously optimistic

In The News | May 10, 2015

2016-05-10 Cautiously Optimistic - feature

Globe & Mail asks NWM advisor Dylan Reece about the general sentiment among wealthy investors’. He speaks to NWM's alternative asset classes including hard asset real estate and private equity.

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Alternatives for the hard-luck conservative investor

In The News | May 10, 2016

2016-05-10 Conservative

NWM advisor Mark Therriault speaks to the Globe & Mail regarding fixed income alternatives for the risk averse investor; such as commercial mortgages and hard asset real estate.

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Innovative Online Investment Service Raises $5.5M in New Funding

In The News | May 10, 2015

2016-05-10 Wealth Bar

NWM affiliated robo-advisor, WealthBar, has closed a round of financing of $5.5 million, with major contributions from some of Canada's most knowledgeable investment leaders.

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