Nicola Wealth Management LTD.
Nicola Wealth Management Ltd. is a Canadian asset management and wealth advisory firm headquartered in Vancouver, British Columbia. Founded in 1994, the firm specializes in providing holistic wealth management, financial planning, and asset management services to high net worth families, affluent individuals, foundations, and institutions across Canada. Nicola Wealth is a privately held company and has grown to nearly 500 employees as of 2025, offering tailored investment solutions that emphasize long-term growth, diversification, and risk management.
Investment Strategy
Nicola Wealth Management employs a diversified investment strategy that goes beyond traditional publicly traded securities. The firm emphasizes asset allocation across public equities, private capital, hard asset real estate, alternative investments, and fixed income, aiming to provide stable, long-term returns. Nicola Wealth focuses on risk management, exposure to alternatives, and delivering steady growth while managing volatility, serving affluent clients seeking comprehensive, bespoke financial solutions.
Top Holdings
Equity Positions (104)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BNS | BANK NOVA SCOTIA HALIFAX | 13.14% | $140.2M | 2,535,100 | $48.16 | $55.27 | +$31.1M |
T TD | TORONTO DOMINION BK ONT | 4.26% | $45.4M | 617,602 | $59.47 | $73.45 | +$14.8M |
M MSFT | MICROSOFT CORP | 3.43% | $36.6M | 73,560 | $226.36 | $497.41 | +$9.0M |
T TU | TELUS CORPORATION | 3.09% | $33.0M | 2,053,419 | $17.52 | $16.06 | +$17.3M |
A AVGO | BROADCOM INC | 3.07% | $32.7M | 118,800 | $171.72 | $275.65 | +$11.2M |