Levine added that Nicola’s data of personal fairness, mortgages, debt and institutional-grade actual property was key to the completion of the deal.
For Nicola, it has continued to recruit advisors and construct its presence in Ontario, focusing on high-net-worth purchasers. Final yr it partnered with Stallion Monetary, which relies within the Better Toronto Space.
Vanessa Flockton, Senior Vice President, Advisory Providers at Nicola Wealth, added: “Collectively [with LFG], we will provide medical practitioners the great plans they want as they take into account the complexities of their monetary future.”
Each Nicola Wealth and LFG will proceed unbiased operations whereas figuring out alternatives to collaborate.
