Full-Time
Independent private wealth and asset management
No salary listed
Toronto, ON, Canada
Hybrid
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.
Company Size
51-200
Company Stage
N/A
Total Funding
$431.8M
Headquarters
Vancouver, Canada
Founded
1994
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Performance Bonus
Profit Sharing
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.
Nicola Wealth, a $10 billion investment company, partnered with Mission Group on the development.