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$11.6Bn in AUM with Nicola Wealth Founder John Nicola | CRELIBRARY Episode #55
Manage episode 325526079 series 2790624
Content provided by Dayma I. & Garret M., Dayma I., and Garret M.. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dayma I. & Garret M., Dayma I., and Garret M. or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In 1994, with 25 years of experience as a well-respected voice in the industry, John Nicola formed Nicola Wealth, a firm dedicated to serving the complex needs of high net worth families, entrepreneurs, and professionals. Not satisfied with the existing approach and believing a more sophisticated level of planning was necessary, Nicola Wealth has made innovation a foundational cornerstone and continues to find ways to improve client returns and their experience.
Starting out with seven staff and $80-million in assets under management, Nicola Wealth refined and developed its integrated approach to wealth management, including investments, risk management, tax planning, estate planning, and more.
Today, the firm manages $11-billion in assets, operates with nearly 400 staff, and has five offices (Vancouver, Kelowna, Richmond, Toronto and Vaughan), advising institutions and high net worth families of all professions and backgrounds.
For more: visit www.crelibrary.ca
Follow us on Linkedin: https://www.linkedin.com/company/
Follow us on Apple Podcasts: https://podcasts.apple.com/ca/podcast/commercial-real-estate-library/id1437946062
Follow us on Spotify: https://open.spotify.com/show/54qf2EJwnrsYn0EC2TnJo3
68 episodes
Share
Manage episode 325526079 series 2790624
Content provided by Dayma I. & Garret M., Dayma I., and Garret M.. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dayma I. & Garret M., Dayma I., and Garret M. or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In 1994, with 25 years of experience as a well-respected voice in the industry, John Nicola formed Nicola Wealth, a firm dedicated to serving the complex needs of high net worth families, entrepreneurs, and professionals. Not satisfied with the existing approach and believing a more sophisticated level of planning was necessary, Nicola Wealth has made innovation a foundational cornerstone and continues to find ways to improve client returns and their experience.
Starting out with seven staff and $80-million in assets under management, Nicola Wealth refined and developed its integrated approach to wealth management, including investments, risk management, tax planning, estate planning, and more.
Today, the firm manages $11-billion in assets, operates with nearly 400 staff, and has five offices (Vancouver, Kelowna, Richmond, Toronto and Vaughan), advising institutions and high net worth families of all professions and backgrounds.
For more: visit www.crelibrary.ca
Follow us on Linkedin: https://www.linkedin.com/company/
Follow us on Apple Podcasts: https://podcasts.apple.com/ca/podcast/commercial-real-estate-library/id1437946062
Follow us on Spotify: https://open.spotify.com/show/54qf2EJwnrsYn0EC2TnJo3
68 episodes
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Similar to Commercial Real Estate Library
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
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