Nicola Wealth is a Canadian firm specializing in bespoke wealth management and asset management services for affluent individuals, families, and institutions. They offer a comprehensive approach to financial planning, focusing on legacy building, wealth management, and asset protection. Their investment strategy goes beyond the conventional "60% stocks, 40% bonds" approach, providing access to diversified asset classes such as real estate, private capital, and public assets. This diversified approach aims to minimize market volatility and ensure stable, long-term growth. The firm prides itself on its conservative yet forward-thinking investment philosophy, which has helped clients navigate major market downturns while staying on track to achieve their financial goals. Nicola Wealth's strong network of partners allows them to access and co-invest in private opportunities, further enhancing their clients' portfolios. They emphasize the importance of cash flow and asset diversification, ensuring that clients' investments are well-constructed and globally diversified.