Daniel Douglas

Finance

Profile

Mr. Daniel Douglas is Fiscal Report Coordinator at Nicola Wealth Management.
He first worked for NWM on a contract basis in 2004 and returned in December 2007 as a permanent member of the Investment Services Team.
In his role as Fiscal Report Coordinator, he organizes the production and distribution of fiscal reports, ensures accurate reporting, and assists clients and their accountants with any requests to support their tax filing.
He also lends support to other team members during the fiscal off season.
Mr. Douglas holds a Diploma in Accounting from Kwantlen University College and is currently pursuing a Bachelor of Business Administration in Accounting.
His 6 years of industry experience include 2 years of financial administration with a firm specializing in scientific research and experimental development tax credits.

Former positions of Daniel Douglas

Companies	Position	End
Nicola Wealth Management Ltd. Nicola Wealth Management Ltd. Investment ManagersFinance Nicola Wealth Management Ltd. (Nicola Wealth) is a Canadian investment management firm headquartered in Vancouver, British Columbia. The firm was founded by John M. Nicola in 1994 as John Nicola Financial Group Ltd. They are a subsidiary of NWM Holdings Ltd., which is ultimately owned by Cementir Holding NV (BIT: CEM) in Italy. They provide bespoke wealth management and asset management services to affluent individuals, families, and institutions across Canada and the US. Nicola Wealth is a signatory of the United Nations? Principles for Responsible Investment (UNPRI).	Corporate Officer/Principal	-

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