$11.6Bn in AUM with Nicola Wealth Founder John Nicola | CRELIBRARY Episode #55
Description
In 1994, with 25 years of experience as a well-respected voice in the industry, John Nicola formed Nicola Wealth, a firm dedicated to serving the complex needs of high net worth families, entrepreneurs, and professionals. Not satisfied with the existing approach and believing a more sophisticated level of planning was necessary, Nicola Wealth has made innovation a foundational cornerstone and continues to find ways to improve client returns and their experience.
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 more.
Today, the firm manages $11-billion in assets, operates with nearly 400 staff, and has five offices (Vancouver, Kelowna, Richmond, Toronto and Vaughan), advising institutions and high net worth families of all professions and backgrounds.
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