Performance figures for each account are calculated using time weighted rate of returns on a daily basis. The Composite returns are calculated based on the asset-weighted monthly composite constituents based on beginning of month asset mix and include the reinvestment of all earnings as of the payment date. Composite returns are as follows:

3 Big Questions with Cameron Smith

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In this episode of Wealth Professional TV’s 3 Big Questions, after claiming seven spots in WP’s 2021 Top 50 Advisors list, they chat with Cameron Smith, director of advisory services, Nicola Wealth, about the secret to the firm’s success.