Coquitlam BC
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Nicola Wealth

Financial Services · Coquitlam, British Columbia

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About Nicola Wealth

Wealth management beyond stocks and bonds.

Industry
Financial Services
Company size
501-1,000 employees
Headquarters
Vancouver, BC
Founded
1994
Company type
Privately Held

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.

Specialties

  • Integrated Wealth Planning
  • Investment Management
  • Tax Planning
  • Risk Management
  • and Estate Planning

Company 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

Locations on the company profile may be outside this area. Not every location is hiring.

Business areas

  • Consulting
  • Finance
  • Financial Services
  • Property Development
  • Property Management
  • Real Estate
  • Risk Management
  • Wealth Management
  • Investment & Asset Management

On LinkedIn

Followers
24,033
People linked to this company
547

People who list this company on LinkedIn, not a verified employee count. Figures reflect the saved company profile.

Employer category

Other employer

Estimated from the company profile. This category has not been confirmed by the employer.