New Office

Canadian Wealth Manager Launches New Toronto Office

Eliane Chavagnon Editor - Family Wealth Report September 22, 2014

Canadian Wealth Manager Launches New Toronto Office

Nicola Wealth Management, an independent financial planning and portfolio management firm serving high net worth individuals and families, has launched a new office in Toronto.

Nicola Wealth Management, an independent financial planning and portfolio management firm serving high net worth individuals and families, has opened a new office in Toronto.

The move is part of the firm’s plan to expand in Eastern Canada and serve clients in the greater Toronto area. The firm also has branches in Vancouver, Kelowna and Richmond.

Heading the Toronto office as managing director (Eastern Canada) is Kostas Andrikopoulos, the former CEO of a large national wealth planning firm.

Nicola Wealth Management counts over $2.7 billion in assets under management and was founded in 1994.

The firm provides wealth accumulation, retirement and legacy planning services to high net worth individuals, institutions and foundations across Canada.

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