Nicola Wealth

October Market Commentary | New Highs, Old Lessons Global markets continued to reach new highs in October, supported by easing monetary policy and resilient economic data. At the same time, several underlying risks and mixed economic signals remain in focus. Key themes from October:  🔵 A high share of global equity markets reached record levels, even as valuations remain elevated  🔵 Central bank policy is expected to be a significant contributor to near-term U.S. equity returns  🔵 Labour market data shows signs of softening while inflation has not fully returned to target  🔵 Household financial conditions continue to diverge, with confidence improving for some and weakening for others  🔵 AI-related capital investment remains a key driver of market performance, while debt levels among large technology companies are increasing attention on sustainability For a deeper breakdown of the factors shaping markets in October and the full economic context, read the complete Market Commentary from Chief Economist Rob Edel Full article: https://lnkd.in/evqwKnV9

Recognized for the fourth time as one of Canada’s Most Admired Corporate Cultures for 2025, Nicola Wealth has now been inducted into the program’s Hall of Fame.   At Nicola Wealth, culture is not a statement or a campaign. It shows up in how we make decisions together, share knowledge across teams, and support each other’s growth. Our values are central to this approach. We are Driven, Collaborative, Caring, Innovative, and committed to Sharing the Pie. These values influence how we show up every day.    Thank you to our people for bringing our culture to life and to our clients for their continued trust. We remain committed to strengthening an environment where thoughtful work, meaningful relationships, and long-term planning can thrive.    Read the full article here: https://lnkd.in/eCKQpT2z #CanadasMostAdmired

Earlier this year, Nicola Wealth was recognized as one of Canada’s Best Private Boards, by MondouxRollins Partners Inc. This recognition reflects the strength of our Board and their continued commitment to effective governance and long-term strategic leadership. Directors, Anne-Marie Thomas and Carrie Russell attended the Summit and Awards ceremony, and we are pleased to share a few moments from the celebration. We appreciate the ongoing guidance and support of our Board as we continue to grow with purpose and remain anchored in our values. #NicolaWealth #Leadership #Governance #Boardies

What if the most important investment you ever make is not your portfolio, but yourself. In this episode of The Wealth Exchange, Cassandra Cross, CFP®, CIM®, Wealth Advisor | Client Relationship Manager, and Selena Woo, CFP, CPA, CMA, Vice President - Associates, Private Wealth, talk about what it really means for women to invest in themselves, personally, professionally and financially. Drawing on their own experiences, they explore: · how confidence and clarity can compound over decades · the role of rest, reflection and boundaries after seasons of burnout · redefining success and “enough” so wealth, work and life feel aligned Listen to the full conversation: https://lnkd.in/e_x6TMU9 #NicolaWealth #TheWealthExchange #WomenAndWealth #FinancialWellness

Our longstanding partnership with the Vancouver Chinatown Foundation reflects our shared commitment to preserving heritage, supporting community builders, and ensuring these legacies thrive for generations to come. The event brought together business leaders, philanthropists, and community partners to celebrate fourteen years of revitalization in one of Vancouver’s most historic neighbourhoods. Nicola Wealth attendees included Selena Woo, CFP, CPA, CMA, Sophia Ito, Pierson Chan, CFA, CFP, CLU, Timothy Stranks, CFP®, CIM®, and Abi Coman-Walker, who joined Carol Lee and the Vancouver Chinatown Foundation team. #NicolaWealth #CommunityImpact #Philanthropy #VancouverChinatownFoundation #LegacyBuilding 

Equity compensation can be a powerful way to build long-term wealth, the key is knowing how each one can work for you. Tamer Abdel Rahim, CFP®, CIM®, Wealth Advisor | Client Relationship Manager breaks down the essentials of RSUs, ESPPs, and stock options in Canada, sharing strategies to help minimize taxation and make the most of these benefits.  Read the full article: https://lnkd.in/ezj25rZU #EquityCompensation #FinancialPlanning #TaxStrategy #NicolaWealth 

What does it take to build lasting value in a world where markets and technology are evolving faster than ever? In this episode of The Wealth Exchange, host Rob Olsen Robert Olsen, Head of Nicola Wealth Private Capital, and co-host Kent Sio, Principal, Private Equity & Venture Capital, sit down with Perry Miele, Managing Partner at Beringer Capital, for a conversation on the future of private capital. Listen to the episode: https://lnkd.in/eurmHi4V #NicolaWealth #PrivateCapital #TheWealthExchange 

Over $500,000 was raised at A Benefit for Music Heals Music Heals Charitable Foundation on October 23, supporting expanded access to music therapy programs across Canada. The evening brought together community leaders, artists, and supporters to celebrate the profound impact of music on healing and wellbeing. Nicola Wealth is proud to be part of this inspiring cause.    #MusicHeals #NicolaWealth #CommunityImpact #Philanthropy

Women and Wealth: The Invisible Work Behind Financial Planning Women often play multiple roles, professionals, caregivers, partners and decision-makers, and with that comes an unseen layer of financial and emotional responsibility. At Nicola Wealth, we recognize that wealth isn’t just about numbers, it’s about time, energy and choices, and creating space for women to plan confidently for themselves and their families. It’s a reminder that every financial story carries more than balance sheets. It carries values, relationships and the desire to create lasting security. Listen to the full conversation: https://lnkd.in/e4WRR8BN #WomenAndWealth #FinancialWellbeing #NicolaWealth #FinancialPlanning 

Care becomes impact when shared with purpose. At Nicola Wealth, we believe prosperity holds its greatest meaning when it creates opportunity for others. The Sarah McLachlan School of Music provides barrier-free access to music education and mentorship for youth facing barriers, helping build confidence, creativity, and connection through the power of music. Through the Nicola Wealth Private Giving Foundation, we help clients bring their philanthropic goals to life through clear, intentional giving that supports causes aligned with their values and strengthens communities across Canada. #SarahMcLachlan #Philanthropy #CommunityImpact #NicolaWealth