Asset Management

Nicola Wealth is built on our belief that the conventional approach simply isn’t enough. Our track record of growth has been a result of strong culture and forward thinking.

A conservative yet forward-thinking approach

Broader Diversification

We focus on delivering a level of diversification that extends beyond publicly traded securities to include access to hard asset real estate and private investments.

Cash Flow

We believe that using an established cash flow strategy tempers the impact of volatile markets, enhances liquidity to help purchase new assets, and reduces reliance on the unpredictability of capital gains.

Value Investing

We seek opportunity in market inefficiencies. By keeping informed, well-researched, and trained on the underlying value of the assets we monitor, we are able to act decisively.

How We Help

Let us help you navigate the complexities of legacy building, wealth management, and asset management.

Private Capital Fund

Wealth is more than money. Our services meet the sophisticated challenge of planning, growing, and sharing your legacy.
Protecting and growing your assets often requires a methodical multi-asset approach. Explore our full range of private and public investments.

Access to private investments

Our network of strong relationships grants access to institutional-grade private opportunities that go beyond what is publicly traded.

Private Equity

Diversification across industries, strategies, styles, objectives, and maturation dates.

Private Debt

Institutional-grade private credit portfolio in an open-ended evergreen fund structure.

Infrastructure

Globally diversified portfolio of infrastructure assets providing historically stable returns through the economic cycle.

Venture Capital

Investments in early stage, growth-oriented companies in a diversified mix of industries.

Mortgages

Investing in loans secured by real estate across a range of property types in Canada and the U.S.

Targeting high-calibre properties

When it comes to investing in real estate, Nicola Wealth has substantial experience and a long history.

Public diversification

We offer a diversified collection of investment solutions designed to complement each other alongside private asset classes as part of a professionally constructed portfolio.

Equities

We focus on long-term capital growth and income by investing in a diversified portfolio of Canadian and international equity securities, seeking best-in-class companies with an attractive track record of earnings, dividends, and improving capital efficiencies.

Fixed Income

By investing in a broad range of Canadian and global fixed income securities, our objective is to generate a highly competitive level of risk-adjusted interest income with a secondary emphasis on capital appreciation and preservation.

Nicola Core Portfolio Fund Solution

Our Nicola Core Portfolio Fund offers a one-stop allocation that integrates Nicola Wealth’s existing pools and Limited Partnerships with an aim to combine current income with long-term capital growth.

We’re committed to your success

Our dedicated in-house team of Asset Managers work in close collaboration with our Wealth Advisors, delivering bespoke investment solutions for your specific circumstances and needs.

Responsible Investing

We are committed to the UN Principles of Responsible Investing.

Investing Insights

The Pros
Who’ve Got Your Back.