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Nicola Wealth manages client investments across a broad mix of assets, including traditional public markets (Canadian and global equities and fixed income) and private assets (real estate, infrastructure, private debt, mortgages, and private equity). It operates as an independent private investment counsellor and is registered as a Portfolio Manager and Exempt Market Dealer, with about $16.8 billion of assets under management as of January 1, 2025. The firm builds diversified portfolios tailored to each client’s goals, risk tolerance, and time horizon, combining public and private market exposures. Its aim is to grow and protect clients’ wealth over time by delivering multi-asset investment solutions across market cycles, differentiating itself from competitors by its independence and broad asset platform rather than a single product line or bank tie-in.
Industries
Consulting
Financial Services
Real Estate
Company Size
51-200
Company Stage
N/A
Total Funding
$431.8M
Headquarters
Vancouver, Canada
Founded
1994
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Total Funding
$431.8M
Above
Industry Average
Funded Over
0 Rounds
Performance Bonus
Profit Sharing
Who's moving where in wealth management - Citi Private Bank, Canada, Cetera. Editorial Staff July 24, 2026 The latest senior moves, appointments and personnel changes in North American wealth management. Citi Private Bank Citi Private Bank has appointed a senior industry executive, Yannick Archambault (main picture), as market executive for its Canada business. He will join the bank in September and report to Chris Biotti, head of North America at the private bank, with a matrix to Raymond Gatcliffe, chief country officer for Canada. Archambault brings more than 30 years of wealth management leadership experience in Canada, the US and Asia. In this role, he will lead and grow the private bank in Canada, working with entrepreneurs, business owners, family offices and ultra-HNW families. Most recently, Archambault served as president, private wealth at Nicola Wealth. Earlier in his career, he was chief operating officer in Canada and in the US at BMO, he served as a partner at KPMG and worked at TD Bank. He also served as president and chief investment officer of single- and multi-family offices. Archambault holds a bachelor of commerce from HEC Montréal, an executive master of business administration from the Kellogg School of Management and Schulich School of Business, the Chartered Financial Analyst designation, the Family Enterprise Advisor designation, and an executive certificate in advancing sustainability from NYU Stern School of Business. Cetera Cetera has named Craig Bartlett (pictured below), CFP(R) community leader of Cetera Financial Specialists (CFS), a collection of tax-focused financial professionals within Cetera. CFS is part of Cetera's Tax & Accounting channel serving financial professionals who operate at the intersection of tax and wealth management. Craig Bartlett Bartlett brings more than 30 years of leadership experience across wealth management, broker-dealer, insurance and advisory platforms, including Choreo, Creative Planning/Wipfli Financial Advisors, US Bank, UBS, Transamerica and Allstate. Most recently, Bartlett served as senior vice president of advisors at Choreo, a wealth management firm built around a network of advisors serving CPAs, entrepreneurs, and individuals.
Nicola Wealth Management LTD. makes new investment in Lululemon Athletica Inc. (NASDAQ:LULU).
Nicola Wealth Management LTD. acquired a new stake in Lamb Weston in the third quarter valued at $6,474,000.
Nicola Wealth Management LTD. makes new $18.80 million Investment in Broadcom Inc. (NASDAQ:AVGO).
Michael Kaumeyer joins Nicola Wealth to drive ultra-high-net-worth business.
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Industries
Consulting
Financial Services
Real Estate
Company Size
51-200
Company Stage
N/A
Total Funding
$431.8M
Headquarters
Vancouver, Canada
Founded
1994
Find jobs on Simplify and start your career today