In our experience, the conventional "60% equities / 40% bonds" approach to asset management has been insufficient for our clients, which is why we strive to innovate and provide access to asset classes that go beyond stocks and bonds.

Asset Management

From Startups to Buyouts: Navigating Risk and Return Across the Private Equity Spectrum

The Myth  of the Disciplined Investor

Going on a Bear Hunt: Four Market Factors to Consider

People First, Profit Follows: Building a Legacy of Generosity

We focus on delivering a level of diversification that extends beyond publicly traded securities to include access to hard asset real estate and private investments.

Broader Diversification

We believe that using an established cash flow strategy tempers the impact of volatile markets, enhances liquidity to help purchase new assets, and reduces reliance on the unpredictability of capital gains.

Cash Flow

We seek opportunity in market inefficiencies. By keeping informed, well-researched, and trained on the underlying value of the assets we monitor, we are able to act decisively.

Value Investing

A conservative yet forward-thinking approach

Our evergreen funds provide access to multiple private asset classes including private equity, infrastructure, and private debt.

Private Capital

We target quality and reliable income-producing real estate across both Canada and the U.S. for our portfolios.

Real Estate

Our portfolios focus on generating sustainable cash flow.  Our experienced team targets opportunities for consistent and stable growth.

Public Assets

Explore the asset classes that comprise our investment approach and philosophy.

Different structure targeting greater results

Nicola Canadian Real Estate Limited Partnership

Nicola Diversified Real Estate Fund

Nicola Global Real Estate Fund

Nicola U.S. Real Estate Limited Partnership (USD)

Nicola Value Add Real Estate Limited Partnership

Nicola Private Debt Fund

Private Debt

Nicola Global Small-Cap Equity Fund

Nicola International Leaders Fund

Nicola Sustainable Innovation Fund (USD)

Nicola U.S. Equity Income Fund (USD)

Foreign Equities

Nicola Bond Fund

Bonds

Nicola Money Market Fund

Cash

Nicola Diversified Private Assets Fund

Nicola Global Infrastructure Limited Partnership

Nicola Private Equity Limited Partnership

Nicola Venture Capital Limited Partnership

Private Equity

Nicola Canadian Mortgage Fund

Nicola U.S. Mortgage Fund (USD)

Mortgages

Nicola Canadian Equity Income Fund

Canadian Equity

Nicola High Yield Bond Fund

High Yield Bonds

Nicola Core Portfolio Fund

Core Portfolio

Investment Pool Details and Performance

Our network of strong relationships grants access to institutional-grade private opportunities that go beyond what is publicly traded.

Diversification across industries, strategies, styles, objectives, and maturation dates.

Institutional-grade private credit portfolio in an open-ended evergreen fund structure.

Globally diversified portfolio of infrastructure assets providing historically stable returns through the economic cycle.

Infrastructure

Investments in early stage, growth-oriented companies in a diversified mix of industries.

Venture Capital

Investing in loans secured by real estate across a range of property types in Canada and the U.S.

Access to private investments

When it comes to investing in real estate, Nicola Wealth has substantial experience and a long history.

Targeting high-calibre properties

Our History With Real Estate

We offer a diversified collection of investment solutions designed to complement each other alongside private asset classes as part of a professionally constructed portfolio.

We focus on long-term capital growth and income by investing in a diversified portfolio of Canadian and international equity securities, seeking best-in-class companies with an attractive track record of earnings, dividends, and improving capital efficiencies.

Equities

By investing in a broad range of Canadian and global fixed income securities, our objective is to generate a highly competitive level of risk-adjusted interest income with a secondary emphasis on capital appreciation and preservation. 

Fixed Income

Public diversification

Our Nicola Core Portfolio Fund offers a one-stop allocation that integrates Nicola Wealth’s existing pools and Limited Partnerships with an aim to combine current income with long-term capital growth.

Nicola Core Portfolio Fund Solution

Our dedicated in-house team of Asset Managers work in close collaboration with our Wealth Advisors, delivering bespoke investment solutions for your specific circumstances and needs.

We’re committed to your success

We are committed to the UN Principles of Responsible Investing.

Responsible Investing 

Investing Insights

We are a growing firm with a history of innovative thinking and a collaborative service model.

Professionals you can trust

Please select your country of residence to learn more about our services and investment strategies

The content of this site is intended for U.S. residents. Please note that Nicola Wealth investments funds are generally not offered to U.S. residents at the present time. As such, the contents of this website should not be construed as as an offer of any of Nicola Wealth’s investments funds to U.S. residents. Any information, statement or opinion set forth herein is general in nature, is not directed to or based on the financial situation or needs of any particular investor, and does not constitute, and should not be construed as, investment advice, forecast of future events, a guarantee of future results, or a recommendation with respect to any particular security or investment strategy or type of retirement account. Investors seeking financial advice regarding the appropriateness of investing in any securities or investment strategies should consult their financial professional.

Before proceeding, please confirm if you are an accredited investor by checking the box above. Accredited investors are individuals with a net worth of more than $1 million, excluding the value of their primary residence, or individuals with income of more than $200,000 (or joint income of $300,000 for married couples) per year for the past two years, with a reasonable expectation that such income levels will be attained in the current year.
 
Accredited investors also include certain institutions, including U.S. banks and U.S. branches of foreign banks, U.S. savings and loans associations, U.S. insurance companies, U.S. registered brokers and dealers, U.S. registered investment companies and business development companies (as defined by the U.S. Investment Company Act of 1940).
 
Additionally, certain state pension funds and ERISA plans with more than $5 million total assets and certain partnerships, corporations, and trusts with more than $5 million total assets are also considered.


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