Founded in 1994, Nicola Wealth Management Ltd (Nicola Wealth) has over 30 years of investment management experience and has navigated through numerous market cycles, economic downturns, and geopolitical events. Over that time, we have built a team of investment professionals, managing a broad range of investment solutions which span traditional asset classes, such as Canadian and global equities and fixed income, as well as private asset classes including hard asset real…
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Wealth management beyond stocks and bonds.
Full company description
Founded in 1994, Nicola Wealth Management Ltd (Nicola Wealth) has over 30 years of investment management experience and has navigated through numerous market cycles, economic downturns, and geopolitical events. Over that time, we have built a team of investment professionals, managing a broad range of investment solutions which span traditional asset classes, such as Canadian and global equities and fixed income, as well as private asset classes including hard asset real estate, infrastructure, private debt, mortgages, and private equity.
Today, Nicola Wealth is one of the largest independent (non-bank) private investment counselling firms in Canada, with approximately $16.8 billion of assets under management as of Jan 1, 2025.
For more information, please visit www.nicolawealth.com.
Nicola Wealth Management Ltd. (Nicola Wealth) is registered as a Portfolio Manager, Exempt Market Dealer and Investment Fund Manager with the required securities commissions.
LinkedIn followers
23,026
People associated on LinkedIn
528
Reported office locations
5th Floor, 1508 West Broadway, Vancouver, BC V6J 1W8, CA
Landmark III Suite 520, 1632 Dickson Avenue, Kelowna, BC V1Y 7T2, CA
175 Bloor St E, Suite 801 North Tower, Toronto, Ontario M4W 3R8, CA
240 Chrislea Rd, 125, Woodbridge, Ontario L4L 8V1, CA
Business categories
Wealth Management
Finance
Consulting
Risk Management
Property Management
Financial Services
Real Estate
Property Development
Investment & Asset Management
Other recorded names
Nicola Wealth
Specialties
Integrated Wealth Planning
Investment Management
Tax Planning
Risk Management
and Estate Planning
Profile identifies a recruitment agency
No
Reported total investment
0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Nicola Wealth: Today, Nicola Wealth is one of the largest independent (non-bank) private investment counselling firms in Canada, with approximately $16.8 billion…
5+ YOECandidates need a law degree, membership in a Canadian law society and 5+ years of legal experience in corporate, commercial, tax, estates or securities law. Strong drafting skills, business sense and Microsoft 365 proficiency are required.
Microsoft Word, Microsoft Excel, Microsoft Outlook
Nicola Wealth: Today, Nicola Wealth is one of the largest independent (non-bank) private investment counselling firms in Canada, with approximately $16.8 billion…
3+ YOENicola Wealth needs candidates with at least 3 years of payroll and benefits administration experience and working knowledge of Canadian payroll legislation. Strong Excel skills, attention to detail, discretion with confidential information and clear communication are also required.
Dayforce, Workday, Microsoft Excel, Microsoft 365, Sun Life
Nicola Wealth: Today, Nicola Wealth is one of the largest independent (non-bank) private investment counselling firms in Canada, with approximately $16.8 billion…
2+ YOENicola Wealth needs candidates with two or more years of coordination or administrative experience and post-secondary education or equivalent practical experience. Strong Microsoft 365, spreadsheet, and writing skills are required, along with the ability to manage competing priorities for more than one leader.
Nicola Wealth: Today, Nicola Wealth is one of the largest independent (non-bank) private investment counselling firms in Canada, with approximately $16.8 billion…
2+ YOECandidates need post-secondary education or related experience in finance, at least two years of back-office financial services experience, and high accuracy with data entry. Strong analytical, math, written and verbal communication skills are also required.
Nicola Wealth: Today, Nicola Wealth is one of the largest independent (non-bank) private investment counselling firms in Canada, with approximately $16.8 billion…
6+ YOENicola Wealth needs candidates with 6+ years in marketing analytics or business intelligence, including managing analysts. A bachelor's degree in a quantitative or business field is required, with strong attribution, BI tool, Google Analytics 4 and SQL skills.
Power BI, Tableau, Looker, Google Analytics 4, SQL, CRM
Nicola Wealth: Today, Nicola Wealth is one of the largest independent (non-bank) private investment counselling firms in Canada, with approximately $16.8 billion…
1+ YOECandidates need at least one year of administrative or office support experience, ideally in insurance, finance or another regulated industry. Strong written and verbal communication, attention to detail and proficiency in Microsoft Word, Excel, PowerPoint, Teams and Outlook are required.
Administrative support, Prioritization, Regulatory compliance, Improve business processes, Relationship building, Communication skills
Nicola Wealth: Today, Nicola Wealth is one of the largest independent (non-bank) private investment counselling firms in Canada, with approximately $16.8 billion…
3+ YOECandidates need 3+ years of client-facing experience at a wealth management firm, post-secondary education in finance, and the Canadian Securities Course. Strong analytical, written and verbal communication skills are essential.
Nicola Wealth: Today, Nicola Wealth is one of the largest independent (non-bank) private investment counselling firms in Canada, with approximately $16.8 billion…
5+ YOECandidates need 5 to 10 years of experience in a similar financial planning role with heavy client contact. They must hold a CFP, a CIM or CFA Level 1, and a Life, Sickness & Accident insurance licence.
Risk management, Business model, Reporting, Financial planning, Budget management, Sales
Nicola Wealth: Today, Nicola Wealth is one of the largest independent (non-bank) private investment counselling firms in Canada, with approximately $16.8 billion…
5+ YOECandidates need 5 to 10 years of similar experience, preferably in a financial planning firm. They need the CFP designation, CIM or CFA Level 1, and a life and accident insurance licence.
Risk management, Business model, Reporting, Financial planning, Budget management, Sales
Nicola Wealth: Today, Nicola Wealth is one of the largest independent (non-bank) private investment counselling firms in Canada, with approximately $16.8 billion…
2+ YOECandidates need 2 to 10+ years in a similar advisory role, ideally at a financial planning firm, with the CFP designation, CIM or CFA Level 1, and life and accident insurance licensing. Strong client, communication and problem-solving skills are also required.
Risk management, Business model, Reporting, Financial planning, Budget management, Sales
Nicola Wealth: Today, Nicola Wealth is one of the largest independent (non-bank) private investment counselling firms in Canada, with approximately $16.8 billion…
10+ YOECandidates need at least 10 years of business development and institutional asset management experience, a business or finance bachelor's degree, and CFA or CIM. Registration with a provincial securities commission in an advising role and strong client relationship and communication skills are also required.
Nicola Wealth: Today, Nicola Wealth is one of the largest independent (non-bank) private investment counselling firms in Canada, with approximately $16.8 billion…
4+ YOECandidates need at least 4 years of related experience, preferably in audit or real estate, and an undergraduate degree in accounting or finance with a CPA or CFA designation. Advanced Excel skills, strong MS Word and Outlook skills, and excellent written and verbal English are required; Yardi and CAD/US tax experience are assets.
Nicola Wealth: Today, Nicola Wealth is one of the largest independent (non-bank) private investment counselling firms in Canada, with approximately $16.8 billion…
3+ YOECandidates need at least 3 years of insurance advising experience in a client service role and the LLQP licence. Strong skills in MS Word, Excel and Outlook are required, and legal eligibility to work in Canada.
Nicola Wealth: Today, Nicola Wealth is one of the largest independent (non-bank) private investment counselling firms in Canada, with approximately $16.8 billion…
8+ YOE3+ MgmtNicola Wealth needs a candidate with at least 8 years of growth, digital or performance marketing experience, including 3+ years leading teams or agencies. A bachelor's degree in marketing, business, analytics or communications is required, and the candidate must be legally eligible to work in Canada.
HubSpot, Marketo, Google Analytics, Google Ads, Meta Blueprint
Nicola Wealth: Today, Nicola Wealth is one of the largest independent (non-bank) private investment counselling firms in Canada, with approximately $16.8 billion…
5+ YOENicola Wealth needs a CPA or equivalent designation and at least 5 years of accounting experience, including audit work. Intermediate or advanced Excel skills and excellent English communication are required, and Yardi experience is preferred.