Acquiring Company
Nicola Wealth
Acquired Company
Levine Financial Group
VancouverFinancial ServicesReal EstateReal Estate InvestmentDescription
Nicola Wealth, one of Canada’s fastest-growing private investment counsel firms, has announced the acquisition of Levine Financial Group (LFG) as part of its ongoing strategy to grow and expand into new markets across Canada. The move to acquire LFG is a strategic step in bringing Nicola Wealth’s integrated approach to wealth planning alongside its diversified investment platform to medical professionals across Ontario.
Quick answer
Nicola Wealth is acquiring Levine Financial Group, announced November 7, 2022. Nicola Wealth is based in Vancouver, British Columbia, Canada.
- How much did Nicola Wealth pay for Levine Financial Group?
- The deal value was not disclosed.
- What does Nicola Wealth do?
- Nicola Wealth is one of Canada’s leading independent wealth management firms, managing over $17 billion in assets for high-net-worth individuals, families, and institutions.
- Where are Nicola Wealth and Levine Financial Group based?
- Nicola Wealth is based in Vancouver, British Columbia, Canada.
- Who are the decision-makers at Nicola Wealth?
- Fundz holds 1 contact at Nicola Wealth. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
Who to call at Nicola Wealth, and when
When Nicola Wealth changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
- An alert the day Nicola Wealth raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Nicola Wealth, from your own LinkedIn network
Works inside ChatGPT and Claude. Ask who to call at Nicola Wealth. With Fundz connected, it knows.
AI made execution free. Knowing first is the whole game now.
Fundz sees it the moment Nicola Wealth makes an acquisition, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
Related People
Frequently asked
Who acquired Levine Financial Group?
Levine Financial Group was acquired by Nicola Wealth, based in Vancouver. The deal was reported on November 7, 2022. Nicola Wealth is one of Canada’s leading independent wealth management firms, managing over $17 billion in assets for high-net-worth individuals, families, and institutions. Nicola Wealth is privately held and operates in Financial Services.
When did Nicola Wealth acquire Levine Financial Group?
Nicola Wealth's acquisition of Levine Financial Group was reported on November 7, 2022. Nicola Wealth, one of Canada’s fastest-growing private investment counsel firms, has announced the acquisition of Levine Financial Group (LFG) as part of its ongoing strategy to grow and expand into new markets across Canada. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Levine Financial Group do?
Saving Physicians Money on their insurance It is privately held.
This company was part of an acquisition. Fundz tracks who bought whom, and who to call on both sides.
145 of these a day, filtered to the companies you pick, with the decision-maker attached.
5 screens from a live account. No signup.