Welcome to the CEO Edge podcast. In this episode, we interview John Nicola, the Chairman & CEO of Nicola Wealth Management, and MacKay CEO Forums member. John's firm is dedicated to serving the complex needs of high net worth families, entrepreneurs, and professionals.
John is a veteran of the financial services industry since 1974, and has spent the last 20 years growing Nicola Wealth Management into one of Canada's premier financial advisory firms with over $4.4 Billion in assets under management. Nicola Wealth Management is an industry leader, being recognized as one of Canada's Best Managed Companies, Canada's 10 Most Admired Corporate Cultures, and the Ernst & Young Entrepreneur of the Year.
In this episode, John shares his insights on what people have done well, as well as the common mistakes that wealthy people continue to make when growing, managing and transferring their wealth and their businesses.