Fund Management
October 2, 2018

What's New In Investments, Funds? - Signature Estate and Investment Advisors, Nicola WM, Others

The latest in funds and investments across North America.

Fund Management
November 3, 2017

Canadian Wealth Manager Taps Demand For Private Debt

The sub-managers of the fund include Crown Capital Partners, Penfund, Oaktree and THL Credit.

Strategy
June 25, 2015

Nicola Wealth Helps Make HNW Investments Available to "Everyday Canadians"

Two Canadian firms have joined forces to leverage each others' strengths and join the robo trend by

New Office
September 22, 2014

Canadian Wealth Manager Launches New Toronto Office

Nicola Wealth Management, an independent financial planning and portfolio management firm serving

Family Office
August 1, 2013

INTERVIEW: Canadian Multi-Family Office Sector Still "In Infancy", Says New Entrant

Recent data shows that Canadians are on average better off than their counterparts south of the

Surveys
November 30, 2012

Most Canadian Family Businesses Don't Plan For Succession

New Products
June 29, 2012

Canadian Firm Launches New PE Fund To Mirror UHNW Portfolios

Family Office
March 25, 2009

Penson picks up custody of Nicola's pooled funds