Nicola Wealth Management is more than a financial planning firm. We offer sophisticated wealth management strategies that help business owners, professionals and other high net worth individuals reach their financial goals. Our proven cash flow approach to money management is enhanced by innovative planning to deliver greater tax efficiency and risk-adjusted returns. With locations in the Lower Mainland (Vancouver and Richmond offices), the Okanagan (Kelowna office), and the Greater Toronto Area (Toronto office). Nicola Wealth provides executives, business owners and incorporated individuals across Canada with the full-service, integrated approach they require.
- Company Name:Nicola Wealth Management
(View Trends)
-
Headquarters: (View Map)Vancouver, British Columbia, Canada
-
Financial Services
-
50 - 200 employees
- 1064700 Global Rank
- 34815 Canada
-
Direct64.80%
-
Search16.40%
-
Referrals15.83%
-
Mail1.76%
-
Social1.21%
-
Display0.00%
- 100 Downloads
- 10 SDKs
- 0 Total reviews
- App Url: https://play.google.com/store/apps/details?id=com.nicolawealth.nicola
- App Support: http://www.nicolawealth.com
- Genre: finance
- Bundle ID: com.nicolawealth.nicola
- App Size: 73.7 M
- Release Date: May 25th, 2020
- Update Date: December 2nd, 2020
Description:
The Nicola Wealth mobile app exclusively for Nicola Wealth clients allows users to conveniently access investment portfolios at any time.
Some key features of the app include:
- Detailed view of asset allocation and the diversification in investment portfolios
- A deep dive into returns
- Breakdown of different accounts
- Ability to sort and filter through transactions
- Additional resources including direct links to newsletters, blogs and podcasts.
-
Standard100.00%
They are headquartered at Vancouver, British Columbia, Canada, and have 3 advertising & marketing contacts listed on Kochava. Nicola Wealth Management works with Advertising technology companies such as DoubleClick.Net, Facebook Custom Audiences, Twitter Ads, StackAdapt, StackAdapt Retageting, Google Floodlight Counter.