Planning For You

Private Wealth Management

For clients with over $1,000,000 in investments, our team works with Nicola Wealth Management (NWM) to offer private wealth management. With over $6.5 Billion in assets NWM has evolved to become one of Canada’s fastest growing private investment counsel firms.

NWM focuses on cash flow investing, reduced volatility and low fees. Their track record is excellent and they have outperformed the traditional balanced portfolio of stocks and bonds (think your regular investment advisor portfolio) with offerings including commercial real estate, private equity, mortgages, hedge funds and equity and fixed income.

Check out Nicola Wealth Management by clicking here