Nicola Wealth

Financial Services - Vancouver, British Columbia, CA

Nicola Wealth Employees
David Sung

President and Partner

Contact David Sung

Selena Woo

Director, Advisory Services - Associates Group

Contact Selena Woo

Stephanie Loucas

Senior Asset Manager, Real Estate

Contact Stephanie Loucas

Samantha Findlay

Business Succession and Estate Planning Specialist

Contact Samantha Findlay

Tamer Rahim

Wealth Planning Associate

Contact Tamer Rahim

View All Nicola Wealth Employees Contact All Nicola Wealth Employees
Nicola Wealth Senior Management
Chris Nicola

Chief Technology Officer

Contact Chris Nicola

Jamie Duncan

Chief Operating Officer & Partner

Contact Jamie Duncan

Bijal Patel

CFO and Head of Private Capital

Contact Bijal Patel

Rob Edel

CIO - Public Markets

Contact Rob Edel

View All Nicola Wealth Employees Contact All Nicola Wealth Employees
Nicola Wealth Details

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 $15 billion of assets under management as of December 31, 2023. 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.

Nicola Wealth logo, Nicola Wealth contact details
Employees: 484
HQ: (604) 739-6450
Location: Vancouver, British Columbia, CA
Revenue: $103.1 million
Wealth Management Financial Planning Investment Management Services Financial Advice North America Canada
Nicola Wealth Technologies
Email Providers

Outlook

Marketing Automation

Marketo

Domain Name Services

Cloudflare DNS

Email Delivery

SparkPost

Other

MailChimp SPF

View All Technologies Used At Nicola Wealth

Contacting Nicola Wealth: Connect with Executives and Employees

Get in Touch with Nicola Wealth Executives and Employees

Connecting with Nicola Wealth's Executives and Workforce

Accessing Contact Information for Nicola Wealth Executives

Connecting with Nicola Wealth: Reach Out to Their Team

Discover How to Contact Nicola Wealth Executives and Staff

Looking to connect with Nicola Wealth executives or employees?

Seeking to Get in Touch with Nicola Wealth Executives or Staff?

Want to Reach Out to Nicola Wealth Executives or Team Members?

In Search of Contact Details for Nicola Wealth Professionals?

Connecting with Nicola Wealth: Contacting Executives and Staff

Browse companies
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z