Nicola Wealth

With the Federal Election approaching, what are Canadians looking for in a leader? In our latest webcast, Canadian-American political commentator and a former speechwriter for President George W. Bush, David Frum explores the growing demand for reassurance, amid political change and rising tariff threats.  Now more than ever, Canadians are looking for leadership they can trust.    🔗Sign up to access the full webcast: https://lnkd.in/g4q7uC3E #Tariffs #CandianEconomy #Trump #TrumpTariffs #LiberationDay

Trump’s new “Liberation Day” tariffs send shockwaves beyond North America.  In our latest webcast, political commentator and former speechwriter for George W Bush, David Frum joins John Nicola, Chairman, CEO & CIO of Nicola Wealth Management, to break down the ripple effect of tariffs in an interconnected economy that relies on international trade.     🔗 Watch now to understand what’s at stake: https://bit.ly/4i2feQ0

At Nicola Wealth, one of our core values is called Share the Pie. This means we work towards the collective success of the firm from which we all benefit. When we shift our focus from an “I” to a “we”, we move away from silos and work as a collaborative team. Only then are we able to drive exceptional value to our clients and share that success with staff who all contribute to our client experience.   Learn more about our compensation and add value benefits: https://lnkd.in/gYq3rGnN 

For the 7th consecutive year, Nicola Wealth has been named one of B.C.’s Top Employers, a badge of honour we are proud to wear as the company rapidly expands to attract and retain top talent. We believe in a “one team” mindset where every member is important to drive the success of the firm.  Learn what our employees have to say about our award-winning culture: https://lnkd.in/gD3xuEF5 

We are excited to share that the Nicola Wealth team are finalists in 7 categories at the Wealth Professional Canada Magazine Excellence Awards!    Congratulations to: - James McCarthy, QAFP™, CIM®, The Desjardins Award for Rising Star Advisor of the Year - Laura De Sousa, CFP®, CIM®, CLU®, The Equiton Award for Canadian Advisor of the Year - Max Lane, BSc, CIM®, CFP®, The IFSE Institute Award for Financial Literacy Champion - Cassandra Cross, CFP®, CIM®, The Pier 4 Award for the Female Trailblazer of the Year - And everyone at Nicola Wealth who helped our firm become a finalist in three categories: Employer of Choice, The PPI Award for Holistic Advisory Team of the Year, & The Trez Capital Award for Dealer of the Year   Learn more: https://lnkd.in/grVtFD-q

The Nicola Wealth Private Capital team is proud to have three of our senior leaders in private capital attending the 2025 Private Markets Forum by Institutional Connect. Tori Buffery, Senior Director, Secondaries will be speaking at the Navigating the Evolving Landscape of Private Equity panel, Ashley Ng, Senior Director, Head of Infrastructure Investments will take the stage on the Digital Infrastructure: Funding the Digital Economy panel, and Stacey Mouadeb, Director, Private Debt will represent us as a moderator on the Private Debt: A New Credit Frontier panel.   Learn more: https://lnkd.in/g7fnZ_2

What an amazing afternoon, I’m feeling so energized! Reaching back and creating opportunities like this for the next generation is something I’m deeply passionate about because I know firsthand how valuable they are. When I was starting out, I would have greatly valued opportunities like this. That’s why I believe in creating open, welcoming spaces where individuals can ask questions, build confidence, and gain meaningful insights into the industry. Breaking into wealth management can feel overwhelming, but the right opportunities can make all the difference. By fostering these connections and giving students and early career professionals a place to learn and grow, we’re ensuring they see a future for themselves in this industry. Proud to have hosted an incredible Private Wealth Open House at Nicola Wealth, alongside my colleagues, where we had the opportunity to connect with so many eager, ambitious, and driven individuals. Events like this matter. It is more than just networking, they’re about empowering the next generation with the confidence and support to build a brighter future. A huge thanks to everyone who made the time to attend our event (even with upcoming finals!), showing up with curiosity and enthusiasm! A few shout outs to acknowledge: ✨ My awesome colleagues Kristiina Seiton, Willa Tao, CFP, Max Lane, BSc, CIM®, CFP®, Tamer Abdel Rahim, CFP®, CIM®, Ryan Bevelander, CFP®, CIM®, CLU®, Cole Hamilton, Mutlu Yilmaz, Ella Söderström, Mikalyn Trinca Colonel, B.Sc, Fahameh Paknejad, B.Sc., CFP®, CIM® for helping bring this event to life by generously sharing your knowledge, insights and experiences. ✨ My Nicola Wealth Real Estate colleagues, Ranger Lee and Keaton Wong, CFA for sharing their concept and idea. ✨ Timothy Cuffe and Pennie George, two outstanding individuals and professors at UBC Sauder School of Business for your excitement in supporting our event. It takes a community to create meaningful change, and I’m grateful to be surrounded by people who believe in investing in the next generation. The future is bright 🚀 #NextGenFinance #WealthManagement #Mentorship #Leadership #FutureLeaders

The "Maple 8" Canadian pension funds together manage over $1 trillion in assets and have become widely regarded example in institutional investing. Despite Canada ranking 38th in population, it holds the 3rd largest share of global pension wealth. Their success stems from a combination of independent governance, professional in-house management and top-tier talent strategy. The Nicola Private Equity Limited Partnership (PELP) aims to bring an institutional-style investing approach to individual investors similar to that of the Maple 8. Our goal is to apply a disciplined asset selection process to invest only in the most compelling opportunities that align with our strategy. For instance, in 2024 alone, we evaluated 175 opportunities but chose to invest in only 8 investments Want to learn more? Check out our latest article by Sunny Lee https://lnkd.in/gynf5Bf5 #PrivateEquity #InvestmentStrategy #WealthManagement #InstitutionalInvesting

We're counting down the days until the Canada Private Markets Meeting by Carmo Companies! Our very own Michael Kaumeyer will take the stage alongside John Nicola to discuss why investors are turning to alternative investments to diversify their portfolios. Learn more: https://lnkd.in/epuDnVvE