Nicola Wealth

Nicola Logo 2024Dr. Richard (Rick) J. Goossen worked as part of Nicola Wealth’s Business Development team from May 2019 to December 2023, and has now transferred to a referral position at the firm. 

Nicola Wealth, with offices in Vancouver, Richmond, Kelowna and Toronto, provides comprehensive financial advice to affluent families, foundations, and institutions across Canada.  Nicola Wealth has doubled in size over the last three years, manages $6.4 billion, and has over 180 employees.  The firm has a 99% client retention rate and four of five new clients come through referrals.  Nicola has won a slew of industry awards (entrepreneur of the year for John Nicola, the founder; best managed; most admired, etc.). 

Rick has served clients across the country: in BC, from Vancouver to Fort St. John; in AB, from Calgary to Grande Prairie; in MB, from Winnipeg to small towns in the southern part of the province; in ON, all throughout the GTA and from Lindsay to St. Catherines; and clients in QC and the Maritimes.

Rick has extensive experience with high-net-worth individuals and families, working with them in both a financial and governance capacity. He thrives on understanding the business and entrepreneurial journey of individuals and families and then using creative and strategic thinking skills to help them succeed. Rick is also a family business dynamics expert who integrates those services for the benefit of clients.