Max Lane

Manager, Advisory Services - Associates | Client Relationship Manager at Nicola Wealth - Vancouver, British Columbia, CA

Max Lane's Colleagues at Nicola Wealth
William Pao

Wealth Advisor | Client Relationship Manager

Contact William Pao

Andrea Vincenzi

Wealth Planning Associate

Contact Andrea Vincenzi

Michelle Dang

Wealth Planning Associate Intern

Contact Michelle Dang

Kent Sio

Associate Director, Private Equity & Venture Capital

Contact Kent Sio

Lee Tippetts-Aylmer

Business Technology Specialist

Contact Lee Tippetts-Aylmer

View All Max Lane's Colleagues
Max Lane's Contact Details
HQ
(604) 739-6450
Location
Vancouver,Washington,United States
Company
Nicola Wealth
Max Lane's Company Details
Nicola Wealth logo, Nicola Wealth contact details

Nicola Wealth

Vancouver, British Columbia, CA • 484 Employees
Financial Services

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.

Wealth Management Financial Planning Investment Management Services Financial Advice North America Canada
Details about Nicola Wealth
Frequently Asked Questions about Max Lane
Max Lane currently works for Nicola Wealth.
Max Lane's role at Nicola Wealth is Manager, Advisory Services - Associates | Client Relationship Manager.
Max Lane's email address is ***@nicolawealth.com. To view Max Lane's full email address, please signup to ConnectPlex.
Max Lane works in the Financial Services industry.
Max Lane's colleagues at Nicola Wealth are William Pao, Andrea Vincenzi, Michelle Dang, Jonathan Chang, Kent Sio, Gary Zhou, Lee Tippetts-Aylmer and others.
Max Lane's phone number is (604) 739-6450
See more information about Max Lane