luxury upholstery

Meet With Us

Speak with one of our advisors to learn how Nicola Wealth can best help you.

Your Information

Thank you for your interest. Please provide us with some information about yourself so that we can get in touch with you to schedule a meeting.

Investment Profile

High income investors with less than $1-million of investable assets are considered on a case-by-case basis at the Advisors’ discretion if there is a reasonable expectation of attaining the minimum threshold in the foreseeable future.

Interests

What are your biggest concerns?


What is the best time of day to reach you?

Would you prefer we contact you by telephone or email?

How did you hear about Nicola Wealth?

What specific event or seminar drew you to Nicola Wealth?

If you were referred to the firm by an existing client or Nicola Wealth Advisor, please provide their name?

If you heard about Nicola Wealth through a way not listed, can you please specify?