Nicola Wealth


Established in 1994, Nicola Wealth helps families and accomplished individuals across Canada build financial legacies with purpose, delivering the stability, security, and resources they need to focus on goals and aspirations that extend beyond wealth. The firm manages over $9 billion in assets and including its Private Real Estate and Private Asset funds. Nicola Wealth delivers portfolio diversification well beyond stocks and bonds, comprehensive and integrated wealth planning, and consistent and stable returns. While Nicola Wealth is a wealth manager, their true purpose goes beyond money. They are dedicated to working with clients and employees to achieve their aspirations beyond wealth to create legacies that matter.



  • John Nicola, CFP, CLU, CHFC

    Chairman & CEO

  • David Sung, CFP, CLU, CHS, CIM


  • Danielle Skipp

    Senior Vice President, Corporate Development and Chief Legal Officer

  • Bijal Patel, MBA, LLB

    CFO and Head, Private Capital at Nicola Wealth