Nicola Wealth’s personalized approach is similar to what one would see in a family office, although the company has clients across Canada and more than $12.1-billion in assets under management ...

The beauty of strategic wealth management planning is that it considers and aligns your financial structuring, tax optimization, and/or investment strategy with your short- and long-term goals.

Financial experts Gal Ben-Naim, Joshua Driskell, Jordi Pujol, and Mike Watson offer key insights on 2025 wealth management and estate planning strategies.