Institutional

Serving the diverse needs of charities, foundations, endowments, indigenous communities, and family offices.

How We Help

Nicola Wealth provides innovative investment management services to charities, foundations, endowments, indigenous communities, and family offices. We employ an approach to asset allocation used by Canada’s largest and most well-respected pension funds leveraging our full suite of proprietary investment vehicles. Our mature asset management platform includes alternative asset classes such as real estate, private equity, private debt and infrastructure — this is core to our value proposition for you.

We work towards bolstering clients’ investment returns with asset allocation and investment strategies that utilize a methodical and diversified approach that offers access to an extensive array of non-correlated asset classes. Our asset allocation and investment strategies are aimed at helping our institutional clients’ meet their investment goals such as generating sustainable cash flow, mitigating volatility, enhancing liquidity, reducing reliance on the unpredictability of capital gains, and more.

Our Approach

Nicola Wealth’s asset allocation philosophy is rooted in extensive diversification that goes well beyond stocks and bonds. We construct comprehensive portfolios featuring a diverse set of asset classes comprised of our proprietary funds. This level of diversification allows us to serve our institutional clients’ needs both holistically and as a complementary partner providing direct access to private investments.

Diversified Assets

We offer a diversified mix of public and private market investing aimed at growing your institution’s investments with consistency and stability.

Nicola Wealth Private Capital

With a large portion of global growth occurring outside of the public markets, we have designed flexible and accessible investment vehicles that allow clients to benefit from unique opportunities not readily available to most investors. Our evergreen and open-ended funds allow our clients to be part owners in private businesses and infrastructure initiatives across the globe.

Nicola Wealth Real Estate

We have been investing in hard asset real estate for over 20 years – our in-house asset management, leasing, and development teams provide our clients with exposure to investment-grade commercial and multi-family properties in major markets across Canada and the United States.

Nicola Wealth Public Assets

Our mandate is to invest in quality assets on behalf of our clients, using in-house expertise in concert with a wide network of leading third-party managers. We have taken our asset allocation model and created a family of investment pools that include approaches such as small cap alpha, preferred shares, sustainable innovation, and other alternative strategies.

Why Work With Us

We are well-regarded for our expertise, first-class service, and multi-asset approach to investing. Drawing from our 25 years of experience, we are skilled in crafting a sophisticated investment model and custom reporting that is tailored to your organization’s unique needs.

Access to Innovative Investments

Our portfolios diversify beyond publicly traded stocks and bonds. Nicola Wealth’s in-house asset vehicles offer access to a portfolio of investments that are normally unattainable due to high minimums, including hard asset real estate, private equity, mortgages, private debt, and other alternative strategies.

Historically Consistent and Stable Growth

Our investment philosophy and performance track record have historically mitigated risk and grown assets over time compared to benchmarks. To safeguard portfolios through various market conditions, we use broad diversification and focus on cash flow to achieve steady, reliable growth that is designed to meet your organization’s unique financial objectives. To view our performance in comparision to the marketplace, click here. 

Streamlined Investment Management

Whether you want to invest in one or all our asset classes, Nicola Wealth offers an end-to-end full-service solution, from experienced advice and asset management to comprehensive and consolidated performance reporting. Our in-house team of experts are prepared to oversee your organization’s investment activities to help you focus on your core objectives.

Governance and Oversight

Nicola Wealth is dedicated to its fiduciary duty, meeting the highest standards of service for our clients through fee-based transparency, high-quality reporting, and robust corporate and investment governance that extends to the involvement of independent advisors. On our advisory board, investment review board, and investment committees in private capital, public equities, and real estate, we have numerous highly respected and sought-after industry experts, providing us with insight and guidance on our investment management, investment opportunities, and asset allocation.

Robust Operational Infrastructure

Founded in 1994, Nicola Wealth began with $80 million AUM and seven staff. Since then, our company has grown to nearly $12 billion AUM, six offices, and over 400 staff across Canada. Our robust technology and infrastructure incorporates strong layers of risk management, operational processes, cyber security, and privacy controls; purpose-built to support complex investments and navigate regulatory requirements when working with institutions of all backgrounds. We have been recognized by numerous awards including Gold standing as one of Canada’s Best Managed Companies and seven years running as one of Canada’s Most Admired Corporate Cultures.

Fee Based Compensation

Contact us to learn more about our competitive fees for institutional clients.

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