NNicola Wealth Management provides investment management for clients across both public and private assets, including Canadian and global equities, fixed income, real estate, infrastructure, private debt, mortgages, and private equity. It uses a team of investment professionals and operates as a registered Portfolio Manager and Exempt Market Dealer, managing about $16.8 billion in assets. The firm builds diversified, multi-asset portfolios tailored to each client’s goals, risk tolerance, and time horizon, often combining public markets with private asset programs. As an independent, non-bank private investment counsellor with a broad asset mix, Nicola Wealth aims to grow and protect clients’ wealth over time through tailored investment solutions.
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Industries
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
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Funded Over
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Nicola Real Estate welcomes iA Financial Group as partner in fully leased GTA industrial property. Joint venture reflects Nicola Real Estate's ongoing strategy of partnering with Canadian institutional investors and family offices. October 27, 2026 06:00 ET | Source: Nicola Wealth Toronto, ON, Oct. 27, 2026 (GLOBE NEWSWIRE) - Nicola Real Estate is excited to announce a new partnership with iA Financial Group (iA) on 901 Hopkins Street, a fully leased, 293,000-square-foot industrial building in Whitby, Ontario. The property is the first investment between the two firms and marks another institutional investor joining Nicola Real Estate. The joint venture pairs Nicola Real Estate's vertically integrated platform with iA's institutional investment capabilities, bringing together two established organizations with a shared long-term perspective. "This partnership speaks to the strength of the property and iA's confidence in our real estate team," said Ron Bastin, Managing Director, Nicola Real Estate. "We are pleased to welcome iA, whose standards align closely with our own, and look forward to growing this relationship in the years ahead." "We are pleased to partner with Nicola Real Estate on this property," said Claude Sirois, Managing Director, Real Assets and Private Equity, iA Global Asset Management. "901 Hopkins Street provides an opportunity to invest alongside an experienced real estate partner in a modern industrial facility in an important Canadian market, which aligns with our real estate portfolio diversification strategy. A High-quality Industrial Asset in a Strategic Location Completed in 2024, the building sits on a 13-acre site with access to Highways 401 and 412. Its 40-foot clear height, modern loading infrastructure, and efficient specifications are designed for contemporary warehousing and distribution. The property reached full occupancy with two tenants in 2025. Its location in the Greater Toronto Area (GTA), one of Canada's principal industrial and logistics markets, connects tenants to regional transportation infrastructure and a broad base of businesses and consumers. Enduring Partnerships with Canadian Institutional Capital The joint venture continues Nicola Real Estate's strategy of partnering with Canadian institutions, pension funds, and family offices. These relationships are central to how the firm pursues investment opportunities and builds a diversified portfolio. They span asset classes, markets, and stages of the real estate investment lifecycle, from acquiring and managing established income-producing assets to developing new properties where long-term demand fundamentals support investment. In addition to partnering on industrial properties, such as 901 Hopkins, Nicola Real Estate also partners with institutional capital on purpose-built rental developments in Vancouver and Victoria, contributing to the supply of professionally managed rental housing in British Columbia's major urban markets. About Nicola Real Estate Nicola Real Estate (NRE) is the in-house real estate team of Nicola Wealth, a premier Canadian financial planning and investment firm with over $17 billion in assets under management as of June 2026. NRE has an experienced and innovative team that sources and asset manages a growing portfolio of properties in major markets across North America. The diversified portfolio includes industrial, self-storage, multi-family rental apartments, retail, seniors housing, and office assets, exceeding $10 billion in gross asset value. For more information, please visit nicolawealth.com/real-estate. About Nicola Wealth Nicola Wealth is one of Canada's leading independent wealth management firms, managing over $17 billion in assets for high-net-worth individuals, families, and institutions. With advisors across BC, Alberta, and Ontario, the firm provides an institutional-style investment platform offering access to public and private asset classes including real estate, private equity, private debt, and commercial mortgages. For more information, please visit nicolawealth.com.
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).
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Industries
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
Don't see your dream role? Check out thousands of other roles on Simplify.Browse all jobs