F
rom humble beginnings to noteworthy national growth, Nicola
Wealth exemplifies excellence in the financial sector and corporate
citizenship. One can find the company's beginnings in 1994, in a small
Creekside office just west of Granville Island in Vancouver. Established to
address the unique financial needs of incorporated professionals, business
owners, and executives, a small but mighty team of seven under the
leadership of John Nicola served 150 client families with $80 million in
assets under management (AUM).
As the firm continued to grow organically, a notable inflection point
occurred when Nicola Wealth merged with Waterstreet Wealth Management,
which was owned by Nicola's Wealth's current president, David Sung.
Since then, the financial advisory firm has experienced significant growth,
evolving into a financial powerhouse with nearly 500 employees, offices
UNLEASHING THE ENTREPRENEURIAL SPIRIT
TO SUPPORT CLIENTS AND COMMUNITY:
Nicola Wealth's
Modus Operandi
sponsored
report
Nicola Wealth, one of Canada's
fastest growing private investment
counsels, has made its mark in
the wealth management industry
through its entrepreneurial
spirit, remarkable growth and
commitment to "sharing the pie."
John and Claire Nicola
at the 2023 Gift of
Time Gala in support
of Canuck Place.
