Crypto Fund

Our institutional division serves the diverse needs of
charities, foundations, endowments, Indigenous
communities, and family offices.

Our Approach

We are a team of cryptocurrency enthusiasts with extensive knowledge and experience with cryptocurrencies,decentralized finance (DeFi) and block chain technology.
 
We are a Limited Qualified Investment Fund (in formation) seeking investors for a Collective investment Scheme.

We have developed cryptocurrency mining capabilities and partnerships with data center companies across theglobe. Our technology is based on multi-algorithm, multi-signature and multi-coin on-prem mining services to offer high rewards of mining for our clients.

$17.0B

in assets under management (AUM)

99%

client retention rate
as of May 31, 2025

4/5

new clients are referrals

Our Assets

We go beyond the conventional “60% stocks, 40% bonds” investment approach, providing access to diversified asset classes across real estate, private capital, and public assets.

Private Capital

We have direct access and co-investments in private opportunities as a result of strong relationships with our network of partners.

Real Estate

With properties across Canada and the U.S., we utilize disciplined criteria to source historically consistent and stable income-producing assets.

Public Assets

Our focus is on owning the highest calibre companies globally as part of a well-constructed and well-diversified portfolio.

Services

Independent Culture

We are privately owned with over 250 shareholders including executives, wealth advisors, and staff, meaning we can make decisions that invest in the success of our clients,employees, and community — not public shareholders.

We operate with a “share the pie” mindset; a belief that the more we have, the more we can share. This abundance mindset is a core value that that anchors everything we do, from employee profit-sharing to community partnerships.

Integrated in our communities

Giving back and having strong community partnerships is part of our
cultural fabric. Through staff donations, corporate partnerships, and
Nicola Wealth Private Giving Foundation accounts, we have helped
disperse over $36 million into our communities in 2022.

Meet Our Institutional Team

Lucy So

Vice President, Institutional Sales

Client Relationship Manager

Lucy So

Vice President, Institutional Sales

Client Relationship Manager

Professionals you can trust.

Speak with a Nicola Wealth advisor to gain insight on your finances and beyond.