Michael G. Kaumeyer

Portfolio Manager-Equities at

Nicola Wealth Management Ltd.

Consumer Services

Finance

Profile

Mr. Michael G.
Kaumeyer is a Vice Chair at Nicola Wealth Management Ltd. He is a seasoned wealth and legacy management professional with extensive expertise in working with successful families and foundations across Canada.
As a leader in the ultra-high-net-worth (UHNW) space, he takes a relationship-driven approach to meeting the complex needs of successful families and is excited about expanding Nicola Wealth’s already strong position in this market segment.
Mr. Kaumeyer holds a Bachelor of Arts from the University of Alberta and the Family Enterprise Advisor (FEA) designation from the Institute of Family Enterprise Advisors.

Michael G. Kaumeyer active positions

Companies	Position	Start
Nicola Wealth Management Ltd. Nicola Wealth Management Ltd. Investment ManagersFinance Nicola Wealth offers a broad range of diversified investments that generate stable cash flow with less volatility than a typical "stocks and bonds" portfolio. Their investment philosophy doesn't rely solely on price appreciation. The firm believes that cash flow investing delivers accelerated wealth building while assuring flexibility to rebalance, protection from market volatility, and peace of mind that the clients are earning a sustainable income.	Portfolio Manager-Equities	2024-08-31

All active positions of Michael G. Kaumeyer

Former positions of Michael G. Kaumeyer

Companies	Position	End
Grayhawk Investment Strategies, Inc. Grayhawk Investment Strategies, Inc. Investment ManagersFinance Grayhawk’s investment team has developed a disciplined and systematic approach to the allocation of capital and risk across global public and private markets. The goal is to provide a superior, long-term, risk-adjusted return for their families. Their strategy focuses on protecting from loss while participating in growth opportunity.	Founder	2024-09-30
Shawnigan Lake School Shawnigan Lake School Other Consumer ServicesConsumer Services Operates a boarding school	Director/Board Member	-

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Linked companies

Private companies	4
University of Alberta University of Alberta Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Nicola Wealth Management Ltd. Nicola Wealth Management Ltd. Investment ManagersFinance Nicola Wealth offers a broad range of diversified investments that generate stable cash flow with less volatility than a typical "stocks and bonds" portfolio. Their investment philosophy doesn't rely solely on price appreciation. The firm believes that cash flow investing delivers accelerated wealth building while assuring flexibility to rebalance, protection from market volatility, and peace of mind that the clients are earning a sustainable income.	Finance
Shawnigan Lake School Shawnigan Lake School Other Consumer ServicesConsumer Services Operates a boarding school	Consumer Services
Grayhawk Investment Strategies, Inc. Grayhawk Investment Strategies, Inc. Investment ManagersFinance Grayhawk’s investment team has developed a disciplined and systematic approach to the allocation of capital and risk across global public and private markets. The goal is to provide a superior, long-term, risk-adjusted return for their families. Their strategy focuses on protecting from loss while participating in growth opportunity.	Finance