2024 Conference & AGM

Moderator

Jason Nicola, CIM

Wealth Advisor, Nicola Wealth

Jason works as a Wealth Advisor at Nicola Wealth, a hybrid family enterprise owned by the Nicola Family and over 200 staff members. He has worked in financial services since 2005 with high net worth families and entrepreneurs, helping them to build and execute a financial plan based on their unique goals and values. He specializes in complex analysis relating to estate, succession, tax, and retirement planning.  Jason is recognized by his clients and colleagues as a strong communicator, something he attributes in part to his background in theatre and many years working in the hospitality industry.

A graduate of the University of British Columbia, Jason is also a Chartered Investment Manager (CIM) and Family Enterprise Advisor (FEA).

In his spare time Jason likes to enjoy all that Vancouver has to offer with his wife, Courtney, and two children, Lily and Wyatt. On the weekends you can find him listening to grunge music the garage, running the trails at Pacific Spirit Park, or occasionally taking a winter cold plunge at Jericho beach.  Sunday mornings are exclusively reserved for brunch at White Spot – a tradition that began when his youngest child was six months old.

Speaking at the Conference

TICKETS

2024 Conference & AGM