Nicola Wealth
Dr. Rick Goossen, Chairman, ELO, has been associated with Nicola Wealth since 2019. He has acted in a business development capacity, working with expert advisors at Nicola Wealth.
Many people within the ELO Network needed high level financial planning and wealth management services.
As Rick Goossen works with many successful family business owners and entrepreneurs, especially undergoing transition of the business to the next generation, there was a need for financial input.
Nicola is an excellent fit. Since 1994, Nicola Wealth has grown into one of Canada's leading independent wealth management firms, managing billions in assets for successful entrepreneurs and institutions across Canada. As founder John Nicola notes, “At Nicola, as an employee-owned firm, we succeed when you do. We are driven by a deep commitment to doing what’s best for our clients.”
“Rigorous planning and financial innovation are in our DNA. For business owners, we provide integrated strategies that go beyond investment management by seamlessly integrating tax planning, insurance strategies, investment management, corporate structuring, and charitable giving, tailored specifically to support your full financial picture. Whether you're scaling your business, planning for a liquidity event, or preparing for succession, we bring the clarity, coordination, and experience you need to move forward with confidence.”
Nicola has been a stalwart supporter of the ELO Forums for many years and a number of key people from Nicola, including founder John Nicola, have participated in webinars and spoken at ELO Forums and other events.
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