Private Capital Fund

Your wealth is more than investment returns. Comprehensive wealth management takes a bigger picture approach that integrates your personal mix of investments, taxes, estate, insurance, and legacy.

We identify gaps and capitalize on opportunities that can maximize your financial plan.

Comprehensive, integrated planning.

Growing your wealth

Creating and maintaining a sound financial plan involves a detailed review of your entire financial picture and proactive recognition of your evolving needs. At Nicola Wealth, we believe the ability to build wealth is a result of diligent implementation of this comprehensive plan in combination with identifying wealth building efficiencies and opportunities.

Integrating your finances

A Nicola Wealth Advisor’s thorough knowledge of your current situation and your expectations allows us to identify ideal planning opportunities. From taxation and insurance to investing and philanthropy, we integrate and maximize your plan while ensuring your values and financial interests are fully aligned.

Securing your legacy

Building and maintaining your plan is important; however, ensuring that plan works beyond your lifetime is just as significant. Our rigorous process considers tax-effectiveness, using oversight of your plan to design an estate that is clear and intentional for your family and loved ones.

Leading the plan

Implementing and managing your plan requires strong communication and leadership. We collaborate with you and your trusted advisors, such as accountants and lawyers, to ensure, on your behalf, that there is alignment on your objectives and planning structure.

Explore Our Strategies

Our team

Our team provides patient equity capital to a diverse set of private businesses primarily across North America.

Private Debt

Private DebtOur team provides an institutional quality private credit portfolio for the clients of

Infrastructure

InfrastructureOur team has made investments in a globally diverse base of physical infrastructure and real assets.

Venture

Venture CapitalPrimary fund investments,secondaries and co-investments with exposure to growth-oriented companies, primarily in the technology sector .

Mortgages

MortgagesOur team has been investing in loans secured by real estate across a range of property types, participating throughout the debt stack.

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.

What our clients say

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Testimonials were solicited and are the current opinions of Nicola Wealth clients, and such opinions are subject to change without notice. The views presented may not be representative of the views of other clients.

Long-Term Partners

Our fund vehicles are evergreen in nature. Unlike a traditional closed-end fund with a defined termination date, the evergreen structure gives us flexibility to hold assets and focus on long-term growth, making Nicola Wealth an ideal partner for management teams and sponsors.
We are forward thinking and have a flexible platform that gives us the ability to invest in a wide variety of financing structures. Our aim is to build long-term mutual confidence and work together to develop bespoke financing solutions with our partners.

Our Strategies

Broadly Diversified Private Capital Solutions

We invest across a typical company’s capital structure and investment stages, operating complementary investment groups in private equity, venture capital, infrastructure assets, private debt, and real estate debt.

Investing Insights

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Professionals you can trust

We are a growing firm with a history of innovative thinking and a collaborative service model.