Investors turn to private investment firms to find value

Nicola Wealth clients enjoy access to diversified asset classes, personalized service, and historical ability to mitigate economic turmoil that many financial institutions can’t achieve.

Nicola Wealth offers its clients options that many firms simply can’t deliver on in the same way. “People are often drawn to us because of our access to private investments and asset classes that are not typically available to retail investors,” says Vanessa Flockton, Senior Vice President Advisory Services | Client Relationship Manager at Nicola Wealth. “They stay because of our advanced approach to planning, unique offerings such as our Private Giving Foundation, and our elevated client experience. We aim to effectively navigate the financial complexities in our clients’ lives, enabling them to achieve their ambitions beyond wealth.”

The global state of political and economic affairs coupled with the combination of rising interest rates and inflation has created uncertainty in the markets and some financial institutions. This is where Nicola Wealth takes a different approach, one that hinges on diversified asset allocation and integrated planning that has historically helped clients mitigate the impact of material market events, including the Dot Com Bust, Great Recession, and COVID-19 pandemic.

But what are the benefits of a truly diversified portfolio?  “Nicola Wealth’s focus on diversification beyond stocks and bonds has historically enabled us to reduce volatility and better safeguard our clients’ portfolios during turbulent times.” Flockton says.

Nicola Wealth provides access to private investments and pooled funds not normally available to the retail investor because of high barriers to entry. It offers the ability to be agile with a focus on financial planning in a disciplined and comprehensive approach that appeals to many high-net-worth Canadians across the country.

In terms of client experience, Nicola Wealth uses a dual advisor system where it offers full service financial planning, providing deeper understanding, closer relationships, and a consistent experience over the long term. This differs from the model at other firms where multiple specialists may be brought in on an “as needed basis.”

Successfully building wealth requires more than just relying on investment returns. To achieve alpha, one should look to integrate advanced planning with a diversified asset allocation.

“You can have two people with the same investments, but our belief is that it is the individual with a tactical asset allocation along with advanced planning strategies, will have a better long-term result,” says Flockton. “This comes down to having a well thought out approach that considers the bigger picture and includes strategies such as, retirement, tax and estate planning, business succession, intergenerational wealth transfer, and philanthropic giving.”   

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