WEDNESDAY, JUNE 30, 2021 | 12:00 PM 1:00 PM

John Nicola founded Nicola Wealth in 1994 after 20 years in the financial services industry. He provides strategic leadership to Nicola Wealth, exercising his passion for providing innovative solutions to clients’ complex problems.

His areas of expertise include investment management, estate and financial planning, and business planning with a focus on best practices for wealth building, exit strategies, and shareholder agreements. John originally evolved into wealth management from the insurance industry because he wanted to help clients build the wealth they required to be able to retire comfortably. Over the years situations changed and some clients had wealth well in excess of retirement needs so legacy planning and philanthropy became part of the firm skill set. He also wanted to be able to offer the breadth of asset classes needed to be truly diversified, and it is that combination of advanced financial planning and diversification in asset management that has set the firm apart and helped it grow so quickly.

In 2011, John was selected as the winner of the Ernst & Young Entrepreneur of the Year (Financial and Professional Services in the Pacific Region), and in 2015 John was named the winner of Business In Vancouver’s BC CEO of the Year Award – Small-Medium Private Company. Most recently, John was also recognized as one of Canada’s Most Admired CEOs. He is a founding member of CALU (Conference for Life Underwriters) and has continued to contribute to the organization over the years.

In addition to his work in the wealth management industry, John is very active on the Philanthropic side, using his business acumen and passion for giving back to help support, develop and grow several not-for-profit organizations. He has sat on the Board of Directors for both CALU and Canuck Place Children’s Hospice for many years, and has also supported Covenant House, WE Charity, Union Gospel Mission, Arts Umbrella and Opportunity International to name a few. Additionally he is a champion for many charities within the firm, setting a mandate that a percentage of firm profits go to charities decided upon by the staff of Nicola Wealth.

Panelist


John Nicola

Chairman & CEO
Nicola Wealth

Hosts


Norm Trainor

Norm Trainor
Founder & CEO

The Covenant Group

Keita Demming

Keita Demming, PhD
Development & Innovation
The Covenant Group