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Derrick Abraham, CPA, CA, CBV, CIM

Wealth Advisor | Portfolio Manager, Nicola Wealth

Derrick Abraham is a seasoned wealth management advisor and portfolio manager at Nicola Wealth, located in Toronto. He holds multiple professional designations, including CPA (Chartered Professional Accountant), CA (Chartered Accountant), CBV (Chartered Business Valuator), and CIM (Canadian Investment Manager). With decades of experience across various asset classes, he specializes in providing comprehensive wealth management solutions tailored to individual client needs.

His expertise encompasses investment strategy, financial planning, and asset allocation, making him a valuable resource for clients seeking to optimize their financial portfolios. Derrick is also active on LinkedIn, where he shares insights and connects with other professionals in the finance and investment sectors .1

Highlights

Jul 2 · linkedin

If you haven’t been to a concert recently, watch this to witness the magic at work. Coldplay (and Michael J Fox) at their best….very moving!

Jun 18 · linkedin

While Private Equity has historically been one of the best performing asset classes for institutional investors, it remains under-allocated for most individual investors. In this article by Kazuki Nohdomi, Kent Sio, Sunny Lee, & Joshua Openshaw, they discuss "Unlocking Private Equity: The Evergreen Advantage for Individual Investors".

I found the article offers great perspective when contrasting "closed" and "open" ended investment vehicles to help determine the most suitable fit for clients. Performance reporting in this often misunderstood asset class is covered as well. Enjoy!

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Derrick Abraham, CPA, CA, CBV, CIM
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Location

Toronto, Ontario, Canada