Personal Information
Organization / Workplace
Vancouver, British Columbia Canada
Industry
Finance / Banking / Insurance
Website
www.nicolawealth.com
About
For over 20 years NWM has provided sophisticated
financial advice and investment management to Canada’s affluent families, professionals and business owners.
We moved beyond the traditional approach by taking into account all aspects of your financial picture and examining how they work together to reduce tax and increase investment returns.Our institutional approach to investing offers a broad range of diversified investments that generate stable cash flow with less volatility than a typical "stocks and bonds" portfolio.
Tags
investing
wealth management
financial services
finance
financial planning
tax
markets
economy
investment cousel
doctors
incorporated professionals
canadian tax
tax reform
business owners
small business
investment
real estate
finance presenation
diversification
strategic investing
2018
disruption
investing during disruption
investment advice
presentation
entrepreneur
incorporated individuals
toronto
event presentation
estate planning
wealth mangement
dentists
accounting
canada
gdp
portfolio management
global economy
dentistry
See more
Presentations
(12)Personal Information
Organization / Workplace
Vancouver, British Columbia Canada
Industry
Finance / Banking / Insurance
Website
www.nicolawealth.com
About
For over 20 years NWM has provided sophisticated
financial advice and investment management to Canada’s affluent families, professionals and business owners.
We moved beyond the traditional approach by taking into account all aspects of your financial picture and examining how they work together to reduce tax and increase investment returns.Our institutional approach to investing offers a broad range of diversified investments that generate stable cash flow with less volatility than a typical "stocks and bonds" portfolio.
Tags
investing
wealth management
financial services
finance
financial planning
tax
markets
economy
investment cousel
doctors
incorporated professionals
canadian tax
tax reform
business owners
small business
investment
real estate
finance presenation
diversification
strategic investing
2018
disruption
investing during disruption
investment advice
presentation
entrepreneur
incorporated individuals
toronto
event presentation
estate planning
wealth mangement
dentists
accounting
canada
gdp
portfolio management
global economy
dentistry
See more