November 26, 2023

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Business is my step


2 min read

Toronto, ON, Jan. 12, 2021 (World NEWSWIRE) — TORONTO, ON, January 12, 2021. Nicola Prosperity, a single of Canada’s speediest-escalating non-public expenditure counsel corporations, will be partnering with Stallion Money, as element of their ongoing system to increase their group of money advisors and increase into new markets across Canada. The deal was finalized on Friday, January 1st, 2021 and the integration of the two organizations has commenced. The move to unite with Stallion is a strategic stage in bringing Nicola Wealth’s integrated technique to prosperity organizing alongside their diversified expense system to superior-net-value shoppers beyond Toronto and Vancouver.

“Integrating with Nicola Prosperity is an natural and organic shift for us. We share lots of main values and have a frequent pride in providing excellent prosperity administration solutions to our shoppers,” shares Rob Valenzano at Stallion Fiscal. “I am enthusiastic about the options Nicola Wealth’s integrated planning technique and diversified portfolio of non-public money will give my customers.”

The attainment of Stallion aligns with Nicola Wealth’s strategic method to advancement bringing in Stallion’s established crew brings in entrepreneurial and pushed talent although introducing the firm to a new marketplace, further expanding their proficient team of economical advisors.

“We are delighted to welcome Stallion Money to the Nicola Wealth loved ones and have a next workplace in the Bigger Toronto Space. Rob and the Stallion team have a outstanding popularity with their clientele who, we truly feel, will be delighted with our economic organizing and diversified financial investment system,” explains David Sung, President, Nicola Prosperity, “together, we can offer higher-net-value family members and company homeowners the in depth programs they need to navigate their sophisticated needs.”

About Nicola Wealth

Set up in 1994, Nicola Prosperity ( aids family members and achieved persons throughout Canada develop economical legacies with goal, providing the steadiness, protection, and sources they require to emphasis on targets and aspirations that extend over and above prosperity. The organization manages more than $9 billion in property and including its Non-public Authentic Estate and Personal Asset teams, Nicola Prosperity provides portfolio diversification properly over and above stocks and bonds, thorough and built-in prosperity planning, and constant and steady returns. 

Victoria Emslie
Nicola Prosperity
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