Practice: Nicola Wealth
Firm: Nicola Wealth
Location: Vancouver, BC
Jason Nicola describes himself as a people person who’s in the business as much for the client relationships as AUM. He came to financial advice from an unlikely place: UBC’s theatre program. As it turns out, a study of human emotion and the dramatic turns that life can take has been a pretty good background for financial advice.
Now, with a decade in the industry under his belt, as well as CFP and CIM designations, Nicola is building up a head of steam in the business. He added close to $150 million to his AUM over the past year, giving him one of the top AUM increases among this year’s Top 50. And he hasn’t abandoned his love for theatre – he’s still a passionate theatregoer and film buff.
BUSINESS CONTACT DETAILS:
Company Name: Nicola Wealth
Head Office Address: 5th Floor - 1508 West Broadway, Vancouver BC V6J 1W8
Telephone No.: 604.739.6450