Top Rated Wealth Management Firms 2015

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The content on this site is intended for residents of the United States. Please note that Nicola Wealth investment funds are generally not offered to US residents at this time. Therefore, the content of this website should not be construed as an investment fund offer by Nicola Wealth to US residents. All information, statements or opinions contained herein are of a general nature, are not direct or based on the financial situation or needs of a particular investor and do not constitute, and should not be construed as, investment advice, forecast of future events. , a guarantee of future results or an acknowledgment of a particular security or investment strategy or type of retirement account. Investors seeking financial advice regarding the appropriateness of investing in securities or investment strategies should consult their financial professional.

Top Rated Wealth Management Firms 2015

Som Seif is the founder and CEO of Purpose, which he formed after the sale of Claymore Investments to BlackRock Inc. in March 2012. He is also a co-founder of WealthSimple Technologies Inc. Prior to Claymore Investments, Som was an investment. banker with RBC Capital Markets. He has a strong commitment to the community and is currently a board member of the AGO Foundation, the Next Canada Council and the University of Toronto Pre-Campaign Committee, as well as its Mechanical and Industrial Engineering Advisory Committee.

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– NICOLA WEALTH MANAGEMENT (NWM), Canada’s fastest growing private investment advisory firm (Investor Economics 2015), was selected as one of the 50 BEST FIRMS IN CANADA in 2015.

Canada’s Best Managed Awards program recognizes Canadian privately held and managed companies that demonstrate continued excellence in innovative management and business performance. Deloitte acknowledged that its 2015 winners thrived despite a fluctuating economy and went on to describe this year’s list as “flexible, innovative, cost-effective and technology-centric.” Common trends in top managed businesses that enable success include:

“A culture of excellence and innovation continues to underpin our company. We are delighted to be considered among the best Canadian organizations, proud to serve clients across the country,” said DAVID SUNG, President, Nicola Wealth Management.

Founded in 1994, Nicola Wealth Management (.local) is the fastest growing wealth management fund and private investment advisory firm (Investor Economics 2015) with nearly $ 4 billion in assets under management. The company offers portfolio diversification far beyond stocks and bonds, comprehensive and integrated wealth planning and historically consistent and stable returns, serving affluent families, institutions and foundations across Canada.

Awards And Recognition

Canada’s best managed companies continue to be the hallmark of excellence for Canadian and managed companies with revenues exceeding $ 10 million. Each year since the program was launched in 1993, hundreds of entrepreneurial companies have competed for this designation in a rigorous and independent process that evaluates their management skills and practices. Prizes are awarded at five levels: 1) Best Managed Winner (one of nine winners selected each year); 2) Reclassified Winner (recipients of awards who have successfully reapplied and maintained their Best Managed designation for an additional two years, subject to annual operational and financial review); 3) Gold Standard Winner (After three consecutive years of maintaining their Best Managed status, these winners have demonstrated their commitment to the program and have successfully maintained their award for their 4th consecutive year); 4) Reclassified Gold Standard Winner (Award recipients who have successfully applied and maintained the Gold Standard designation for an additional two years, subject to annual operational and financial review); 5) Platinum Club Member (winners have maintained Best Managed status for seven years or more). Sponsors of the program are Deloitte, CIBC, National Post, Smith School of Business, and MacKay CEO Forums. For more information, visit WWW.BESTMANAGEDCOMPANIES.CA.

Deloitte, a leading Canadian professional services firm, provides auditing, tax, advisory and financial advisory services. Deloitte LLP, a limited liability company in Ontario, is the Canadian company of Deloitte Touche Tohmatsu Limited.

Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited, a private UK limited liability company with warranty, and its network of associated companies, each of which is a legally separate and independent entity. See WWW.DELOITTE.COM/ABOUT for a detailed description of the legal structure of Deloitte Touche Tohmatsu Limited and its associated companies.

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Nicola Wealth Management among the 50 best managed companies in Canada … PRESS RELEASE Nicola Wealth Management among the 50 best Canadian companies in 2015 Vancouver, British Columbia, 10 March 2016 – NICOLA WEALTH MANAGEMENT (NWM), the fastest in Canada [… ] March 10, Announcements 2016

Nicola Wealth Real Estate Expands Seattle Portfolio With … Located in downtown North Tukwila, this 5.24-acre property includes two modern industrial / flexible office buildings totaling 85, 104 sf. Seattle, WA, June 1, 2022 – […] Announcements of June 1, 2022

Vancouver Mural Festival Transforms City Center Motel See original version online. By Steve Newton The Vancouver Mural Festival has announced that, in partnership with Nicola Wealth Real Estate and The Narrow Group, it is reinventing […] May 25, 2022 Announcements

Clearwater Wealth Management

NWRE, First Gulf designs multiple industrial condominiums in Ontario See original online version. By Steve McLean A partnership between Nicholas Wealth Real Estate (NWRE) and First Gulf continues to acquire a more industrial Ontario […] 19 May 2022 Announcements

Nicola Wealth Real Estate and PC Urban Announce New Industry … Partnership Acquired 3.4 Acre Site Located at 2660 Barnet Highway in Coquitlam to Develop Industrial Product on Small Bay for Homeowners, Users and Investors VANCOUVER , May 19, 2022 Announcements At Foster Group, we conduct our business in a way that puts you, our customers, first. We know we’re doing the right thing and we’re proud of it, but it’s always nice to get advice from industry peers and the customers we serve. Here are some recent examples of such recognition. When you think about entrusting your financial life to someone, we would love to have the opportunity to have a meaningful conversation with you.

Foster Group received first place in the Investment Company category in Omaha’s B2B Best 202 B2B Contest magazine. Readers of B2B magazine voted for Omaha-area companies that they rank as the best in the city for the services and products they provide in their respective fields.

Disclosure: The best B2B results were tabulated from the votes cast in the December 2021 / January 2022 issue of B2B. Foster Group has not paid any fees to B2B or B2B Omaha to receive or promote this rating. Third-party evaluations of publications do not guarantee the future success of the investment.

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Foster Group was recognized on the CNBC FA 100 list of 2021, which ranks the top-rated financial advisory firms on an initial list of more than 38,000 RIA firms. According to CNBC, this list recognizes consulting firms who continually find ways to work closely with clients to achieve their financial goals and mitigate risks.

PLEASE NOTE LIMITATIONS: Please review the important information on advertising disclosure and the limitations of any ranking / recognition, a / advertising disclosure /. A copy of our current written statement as set out in Part 2A of the ADV Form is available at www.adviserinfo.sec.gov. Working with a highly qualified consultant does not guarantee that a client or potential client will experience a higher level of satisfaction or performance. This award should not be construed as an endorsement of the advice by any client.

Foster Group was voted the winner in the Best of Des Moines 2021 Business Record in the “Best Wealth Management Company” category. Business Record readers voted because of an open online survey for companies, people and events that they considered the “Best of Des Moines”.

Disclosure: The Foster Group has not paid any commissions in connection with receiving this classification, and the Foster Group has not paid any commissions for corporate record or corporate publications to promote this classification. The Business Record selects the Best of Des Moines category winners based on the results of its annual online survey. The data is analyzed, suspicious or incorrect grades are eliminated, and the results are counted for all over 70 categories. All Greater Des Moines businesses, individuals and organizations are eligible to win categories. Rankings and / or awards from unaffiliated assessment services and / or publications should not be construed by a customer or prospect as a guarantee that they will achieve a certain level of results if Foster Group is committed, or continues to undertake, to provide services investment advice, nor should it be construed as an actual or past approval of the Foster Group by any of its clients.

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Financial Advisor Magazine has included Foster Group in its RIA Annual 2020 ranking. Foster Group is one of two Iowa-based companies to be included in the list. To be eligible for the ranking, companies must be independent registered investment advisors and submit their ADV statement to the SEC and provide financial planning and related services to individual clients.

Disclosure: The FA’s RIA survey is a ranking based on resources managed annually

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