NICOLA WEALTH MANAGEMENT
Nicola Wealth Management offers sophisticated wealth management strategies that help high net worth individuals reach their financial goals. With locations in the Lower Mainland (Vancouver and Richmond offices), the Okanagan (Kelowna office), and the Greater Toronto Area (Toronto office), Nicola Wealth provides executives, business owners and incorporated individuals across Canada with the full-service, integrated approach they require.
NICOLA WEALTH MANAGEMENT
Industry:
Consulting Finance Financial Services Risk Management Wealth Management
Founded:
1994-01-01
Address:
Vancouver, British Columbia, Canada
Country:
Canada
Website Url:
http://www.nicolawealth.com
Total Employee:
51+
Status:
Active
Contact:
16047396451
Email Addresses:
[email protected]
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF SSL By Default Google Analytics Apple Mobile Web Clips Icon Google Tag Manager WordPress Content Delivery Network Google Universal Analytics
Similar Organizations
AQuest Wealth
AQuest Wealth offers lux-level strategies to the average investor through an individualized approach to wealth management.
BSW Wealth Partners
BSW Wealth Partners is an advisory and investment firm that helps clients achieve their financial and life goals.
Bush Wealth Management
Bush Wealth Management specializes in wealth management, asset allocation, risk analysis, and financial planning services.
GenTrust
GenTrust provides a comprehensive and flexible array of investment solutions to ultra high net worth individuals and family offices.
Integritt Wealth Management , LLC
Integritt Wealth Management's goal is to make a difference in the lives of clients by walking them through all of their financial decisions.
JMH Wealth Management
JMH Wealth Management offers investment strategies, portfolio construction, risk analysis, and financial planning services.
Mundoval Capital Management
Mundoval Capital Management offers wealth management services to individuals and charitable organizations.
Current Employees Featured
Founder
Investments List
| Date | Company | Article | Money raised |
|---|---|---|---|
| 2022-02-01 | RenoRun | Nicola Wealth Management investment in Series B - RenoRun | 181 M CAD |
| 2021-12-07 | Sonic Incytes | Nicola Wealth Management investment in Series A - Sonic Incytes | 7.3 M USD |
| 2021-11-30 | Spare | Nicola Wealth Management investment in Series A - Spare | 18 M USD |
| 2021-09-29 | Kore.ai | Nicola Wealth Management investment in Series C - Kore.ai | 50 M USD |
| 2021-07-12 | CPS Capital | Nicola Wealth Management investment in Debt Financing - CPS Capital | N/A |
| 2021-05-27 | Vendasta | Nicola Wealth Management investment in Series D - Vendasta | 119.5 M CAD |
| 2019-06-19 | FoodLogiQ | Nicola Wealth Management investment in Series B - FoodLogiQ | 10 M USD |
| 2018-03-29 | FoodLogiQ | Nicola Wealth Management investment in Venture Round - FoodLogiQ | 19.5 M USD |
| 2016-05-10 | WealthBar | Nicola Wealth Management investment in Venture Round - WealthBar | 5.5 M USD |
| 2013-09-24 | WealthBar | Nicola Wealth Management investment in Seed Round - WealthBar | N/A |
Official Site Inspections
http://www.nicolawealth.com Semrush global rank: 2.29 M Semrush visits lastest month: 8.26 K
- Host name: acd89244c803f7181.awsglobalaccelerator.com
- IP address: 75.2.60.5
- Location: Seattle United States
- Latitude: 47.54
- Longitude: -122.3032
- Metro Code: 819
- Timezone: America/Los_Angeles
- Postal: 98108
More informations about "Nicola Wealth Management"
Nicola Wealth : Nicola Wealth
Nicola Wealth provides bespoke wealth management and asset management services to affluent individuals, families, and institutions across Canada. Let us help you navigate the complexities …See details»
Nicola Wealth Private Giving Foundation
The Nicola Wealth Private Giving Foundation is a legal, charitable organization that provides you with the opportunity to establish a Donor Advised Fund, streamlining your charitable giving and …See details»
About - Nicola Wealth
Starting out with seven staff and $80-million in assets under management, Nicola Wealth refined and developed its integrated approach to wealth management, including investments, risk management, tax planning, estate planning, and …See details»
Nicola Wealth - LinkedIn
Today, Nicola Wealth is one of the largest independent (non-bank) private investment counselling firms in Canada, with approximately $15 billion of assets under management as of December 31,...See details»
Asset Management : Nicola Wealth
Speak with a member of our Advisory Team to discuss your situation and learn how we can help. We provide comprehensive advice to affluent families, foundations, and institutions across …See details»
Nicola Wealth Management - Crunchbase Company …
Nicola Wealth Management offers sophisticated wealth management strategies that help high net worth individuals reach their financial goals. View contacts for Nicola Wealth Management to access new leads and connect with decision …See details»
How Nicola Wealth exploded on to the Ontario scene
Nov 22, 2021 · Vancouver-based Nicola Wealth has garnered record growth since entering the Ontario market two years ago. It now has three Toronto-area offices, 335 clients, and almost $500 million of assets under management …See details»
NICOLA WEALTH MANAGEMENT | Wealth Professional
Oct 30, 2017 · Nicola Wealth Management, with a staff of 151 people and AUM of just under $5 billion, is at the high end of the scale among WPC’s Outstanding Advisory Teams. It has been a steady climb for the firm to reach that level, as …See details»
Real Estate - Nicola Wealth
We are a dedicated team of experienced real estate professionals overseeing $10.1B worth of real estate in Canada and the United States. The Nicola Wealth Real Estate team is pleased …See details»
John Nicola, Chairman and CEO, Nicola Wealth …
Feb 19, 2018 · Named Business in Vancouver’s BC CEO of the Year in 2015 in the small to medium private company category, he was also honoured as Ernst & Young Entrepreneur of the Year in financial and professional services in the …See details»
Nicola Wealth Profile: Commitments & Mandates | PitchBook
Jun 1, 2021 · Information on commitments, mandates, investment preferences, team and board members for Nicola Wealth. Use the PitchBook Platform to explore the full profile.See details»
Nicola Wealth’s founder, chairman and CEO awarded EY
Jul 13, 2022 · John’s professional story of building one of Canada’s fastest-growing independent wealth management firms from just $80 million and eight employees to over $12 billion in …See details»
Nicola Wealth Careers and Employment | Indeed.com
Nicola Wealth is a full service Wealth Management firm with four offices across Canada, managing $9.7 Billion AUM. More than a financial planning firm, we offer sophisticated wealth …See details»
Our Services : Nicola Wealth
Learn more about our wealth management and asset management services. We provide comprehensive advice to affluent families, foundations, and institutions across Canada.See details»
Nicola Wealth Announces Key Executive Leadership
Vancouver, BC, Oct. 01, 2024 (GLOBE NEWSWIRE) -- Nicola Wealth is pleased to announce a series of strategic leadership changes to drive the firm’s continued growth and solidify its …See details»
Nicola Wealth Announces Key Executive Leadership Appointments
Vancouver, BC, Oct. 01, 2024 (GLOBE NEWSWIRE) -- Nicola Wealth is pleased to announce a series of strategic leadership changes to drive the firm’s continued growth and solidify its …See details»
Nicola Wealth Successfully Closes new Closed-End U.S.
Dec 7, 2023 · Nicola Wealth raises over $100 million (USD) for its new closed-end fund to strategically acquire U.S. multi-family real estate in partnership with Venterra Realty.See details»
Individuals & Families - Nicola Wealth
Comprehensive wealth management takes a bigger picture approach that integrates your personal mix of investments, taxes, estate, insurance, and legacy. We identify gaps and …See details»
NICOLA WEALTH MANAGEMENT - Overview, News & Similar
Jul 10, 2024 · NICOLA WEALTH MANAGEMENT contact info: Phone number: (604) 739-6450 Website: www.nicolawealth.com What does NICOLA WEALTH MANAGEMENT do? …See details»
Insights - Nicola Wealth
Jun 6, 2024 · We provide comprehensive advice to affluent families, foundations, and institutions across Canada.See details»