Please note that investment funds sponsored or advised by Nicola Wealth are not currently offered to U.S. residents. As such, the contents of this website should not be construed as an offer of any of Nicola Wealth’s investment funds to U.S. residents.
Are you an accredited U.S. investor?What is a U.S. accredited investor?
Before proceeding, please confirm if you are an accredited investor by checking the box above. Accredited investors are individuals with a net worth of more than $1 million, excluding the value of their primary residence, or individuals with income of more than $200,000 (or joint income of $300,000 for married couples) per year for the past two years, with a reasonable expectation that such income levels will be attained in the current year.
Accredited investors also include certain institutions, including U.S. banks and U.S.branches of foreign banks, U.S. savings and loans associations, U.S. insurance companies, U.S. registered brokers and dealers, U.S. registered investment companies and business development companies (as defined by the U.S. Investment Company Act of 1940).
Additionally, certain state pension funds and ERISA plans with more than $5 million total assets and certain partnerships, corporations, and trusts with more than $5 million total assets are also considered.
Jason joined Nicola Wealth in May 2021. Prior to joining Nicola Wealth, Jason spent two years in the commercial real estate group at a federal credit union. In that time, he gained extensive experience in underwriting a wide range of financing types across a variety of asset classes. Jason holds a Bachelor of Commerce specializing in Real Estate and Marketing from UBC’s Sauder School of Business. In his free time, Jason enjoys drinking coffee, travelling, and learning how to play golf.
Man's Search for Meaning
Aston Marton Vantage
If you could play any sport professionally what would it be
Drink of choice
(Iced) Coffee or Hazy IPA