Growing your wealth

Creating and maintaining a sound financial plan involves a detailed review of your entire financial picture and proactive recognition of your evolving needs. At Nicola Wealth, we believe the ability to build wealth is a result of diligent implementation of this comprehensive plan in combination with identifying wealth building efficiencies and opportunities.

Integrating your finances

A Nicola Wealth Advisor’s thorough knowledge of your current situation and your expectations allows us to identify ideal planning opportunities to safeguard your portfolio. From taxation and insurance to investing and philanthropy, we integrate and maximize your plan while ensuring your values and financial interests are fully aligned.

Securing your legacy

Building and maintaining your plan is important; however, ensuring that plan works beyond your lifetime is just as significant. Our rigorous process considers tax-effectiveness, using oversight of your plan to design an estate that is clear and intentional for your family and loved ones.

Leading the plan

Implementing and managing your plan requires strong communication and leadership. We collaborate with you and your trusted advisors, such as accountants and lawyers, to ensure, on your behalf, that there is alignment on your objectives and planning structure.