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Nicola Wealth

Nicola Wealth Management Ltd is a financial services company which offers sophisticated wealth management strategies that help entrepreneurs, business owners.
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All Experts

LFLaura DeSousa, CFP, CIM, FMA
Wealth Advisor | Client Relationship Manager at Nicola Wealth
#CFP#CertifiedFinancialPlanner#InvestmentManagement#WealthPlanning#WealthManagement
MCMark Therriault, CFP, CIM, CSC
Vice President Business Succession and Estate Planning at Nicola Wealth
#FinancialPlanningAdvice#FinancialPlanningForEntrepreneurs#WealthManagementPersonalFinance#Investing#VicePresidentBusinessSuccessionAndEstatePlanning
ACAhmad Soleiman-Panah, CFP, CIM
Financial Advisor at Nicola Wealth
#FinancialAnalysis#Investments#RealEstate#CapitalMarkets#AssetManagement
ECEthan Asteneh, CFP
Financial Advisor at Nicola Wealth
#FinancialPlanners#WealthAccumulation#PersonalTaxPlanning#Investments#RiskManagement
RERob Edel
Chief Investment Officer at Nicola Wealth
#MoneyManagement#Investments#Portfoliomanagement#WealthManagement#Banking
RCRussil Lea, CFA
Portfolio Manager at Nicola Wealth
#InvestmentManagement#Trading#Portfoliomanagement#PreciousMetalsInvestments#FundManagement
RHRon Haik
Senior Financial Advisor & Regional Manager, Ontario at Nicola Wealth
#RetirementPlanning#EstateManagement#FinancialConsulting#InvestmentManagement#WealthConsultant
JCJason Nicola, CFP, CIM
Financial Advisor at Nicola Wealth
#WealthManagementPersonalFinance#WealthTransferPlanning#RetirementPlanningStrategies#TaxPlanningStrategies#FinancialIssues
JCJohn Nicola, CFP, CLU, CHFC
Chairman & Chief Executive Officer at Nicola Wealth
KCKyle Westhaver, CFP, CIM
Financial Advisor at Nicola Wealth
#FinancialPlanning#Portfoliomanagement#WealthPreservation#EstatePlanning#WealthManagement
ECEvan Turner, CFA, CFP
Financial Advisor at Nicola Wealth
#CFP#WealthManagement#FinancialAdvisor#CharteredFinancialAnalyst#BusinessAdministration
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Victoria EmslieActing Director, Marketing at Nicola Wealth
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Kelly MorganCommunications Coordinator at CMHA Thames Valley Addiction & Mental Health Services