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1508 West Broadway 5Th Floor, Vancouver V6J1W8 • Canada
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nicola Wealth Management Ltd. | Vancouver | 05/2006 | Present |
1) JUNE 2020 - NWM HOLDINGS LTD, 1508 WEST BROADWAY, 5TH FLR, VANCOUVER, BC. DIRECTOR/OFFICER OF INCORPORATED HOLDING COMPANY THAT OWNS THE MAJORITY SHARES OF NICOLA WEALTH MANAGEMENT DIVIDED AMONG CORPORATE SHAREHOLDERS. 2) APRIL 2015 - NWM STRUCTURED FINANCE INVESTMENTS LTD., SAME ADDRESS AS ABOVE. DIRECTOR OF INCORPORATED COMPANY FOR HOLDING INVESTMENTS IN NICOLA WEALTH MANAGEMENT LTD. STRUCTURED DEVELOPMENT FINANCING PROGRAM. 3) MAY 2012 - NWM PRIVATE EQUITY GENERAL PARTNERSHIP, SAVE ADDRESS AS ABOVE. DIRECTOR OF GENERAL PARTNER MANAGING THE NICOLA PRIVATE EQUITY LIMITED PARTNERSHIP. 4) FEB 2012 - NWM LATITUDE G.P. LTD., SAME ADDRESS AS ABOVE. DIRECTOR OF GENERAL PARTNER MANAGING THE NWM LATITUDE LIMITED PARTNERSHIP. 5) JAN 2010 - NWM INTERACTIVE GENERAL PARTNER LTD. SAME ADDRESS AS ABOVE. DIRECTOR OF GENERAL PARTNER MANAGING NWM INTERACTIVE LIMITED PARTNERSHIP. 6) OCT 2002 - NICOLA TRUST, 1384 CONNAUGHT DRIVE, VANCOUVER, BC. TRUSTEE OF FAMILY TRUST, OVERSEEING INVESTMENTS AND DISTRIBUTION OF INCOME TO BENEFICIARIES OF THE TRUST. LESS THAN 4 HOURS PER MONTH. 7) FEB 1977 - JM NICOLA LTD., 1508 WEST BROADWAY, 5TH FLR, VANCOUVER, BC. PRESIDENT, PERSONAL INCORPORATED COMPANY, COMPENSATION FOR FINANCIAL PLANNING, INSURANCE SALES AND OTHER NON-REGISTERABLE ACTIVITIES ARE PAID FROM NICOLA WEALTH MANAGEMENT LTD. TO THIS CO.
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