Nicola Wealth Management

At Nicola Wealth, we hold ourselves accountable to the highest standard of a fiduciary – one who is entrusted to manage and protect our clients’ investments and best interests. We moved beyond the traditional approach by taking into account all aspects of your financial picture and examining how they work together to reduce tax and increase investment returns. As fee-based investment advisors, our mandate is to invest in quality assets on behalf of our clients. Our series of Nicola investment pools was created as a cost-effective and flexible way to deliver on that promise. We have taken our asset allocation model and created a family of investment pools that reflect our belief in extensive diversification and non-correlated asset classes (meaning the asset classes move independently of one another). Our Private Investment Pools Are Designed To: -Create true diversification and exposure to various asset classes similar to institutional investors -Grant access to assets and managers not usually available to retail investors -Improve trading flexibility and responsiveness to the markets -Reduce costs and fees for our clients — saving on costs means improving returns Our Portfolios Focus On Generating Sustainable Cash Flow -Using an established cash flow strategy tempers the impact of volatile markets -Cash flow enhances liquidity to help purchase new assets -Focusing on stable income to reduce reliance on the unpredictability of capital gains