Toronto, ON, Nov. 07, 2022 (GLOBE NEWSWIRE) — Nicola Wealth, one of Canada’s fastest-growing personal funding counsel corporations, has introduced the acquisition of Levine Financial Group (LFG) as half of its ongoing technique to develop and increase into new markets throughout Canada. The transfer to accumulate LFG is a strategic step in bringing Nicola Wealth’s built-in method to wealth planning alongside its diversified funding platform to medical professionals throughout Ontario.
“I have worked closely with Nicola Wealth for over 12 years,” shares Elliott Levine of Levine Financial Group. “Integrating with Nicola Wealth is an organic move for us. We share core values and a dedication to providing superior service to clients, and in our case, that is medical professionals, their families and their medical professional corporations. I feel Nicola’s expertise in private equity, mortgages, debt and institutional-grade real estate is greater than what most other traditional investment advisors offer. Furthermore, from my perspective, their reporting, modelling and level of service are second to none.”
The acquisition of LFG aligns with Nicola Wealth’s strategic method to progress throughout the nation. LFG’s established workforce brings in entrepreneurial and pushed expertise whereas additional increasing its attain throughout Ontario.
“We are delighted to welcome the Levine Financial Group to the Nicola Wealth family. Elliott and the entire LFG team have a strong reputation with their clients who, we feel, will also benefit from our financial planning and diversified investment platform,” explains Vanessa Flockton, Senior Vice President, Advisory Services at Nicola Wealth. “Together, we can offer medical practitioners the comprehensive plans they need as they consider the complexities of their financial future.”
In this acquisition, each Nicola Wealth and LFG will proceed impartial operations whereas figuring out alternatives to optimize and collaborate on shared initiatives.
About Nicola Wealth
Nicola Wealth is an impartial wealth administration agency devoted to serving the complicated wants of high-net-worth households, entrepreneurs, and completed people of all professions. Today, the agency companies purchasers throughout Canada, with places of work in BC and Ontario, and is liable for over $12.7 billion in property underneath administration (AUM), investing in a variety of asset courses, together with laborious asset actual property, personal fairness, personal debt, industrial mortgages and extra. Over the years, Nicola Wealth has been acknowledged as one of Deloitte’s Best Managed Companies (Platinum Member), Canada’s Top 100 SME Employers, BC’s Top Employers, one of Canada’s Most Admired Corporate Cultures, and named Employer of Choice 2022 by Wealth Professional Canada.
For extra info, please go to www.nicolawealth.com.
