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:


Women’s LEAD: The Unconventional Path to Leadership with Heather Claridge

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PostedFebruary 10, 2022

Episode Summary

Selena Woo, Vice President – Advisory Services, at Nicola Wealth, sits down with Senior Vice President – People & Culture, Heather Claridge, to discuss her path to leadership. Heather explains the importance of leading by example, building your employees up, how we can all be advocates in the workplace, and her vision for Nicola Wealth over the next five years.

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The Wealth Exchange

The Wealth Exchange podcast provides insight, innovation, and access to the experts on a wide range of topics affecting affluent families across Canada. Join our team of hosts as they sit down with leaders and changemakers from around the globe to discuss investing, leadership, philanthropy, entrepreneurship, and more.

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Guest Bio

Heather Claridge

Heather Claridge is the Senior Vice President, People and Culture at Nicola Wealth. She has over 20 years of experience aligning people, systems and strategies to deliver exceptional employee experiences which achieve organizational success.

Over the course of her career, Heather has seen exponential growth in the organizations she has worked with through both organic growth and acquisition.

Heather holds an MA in Organization Design and Effectiveness and is a Certified Human Resources Practitioner (CHRP). When not working at Nicola Wealth, Heather mentors early-stage HR professionals and works with post-secondary students and new graduates to help them transition from campus to career.

About The Host - Selena Woo

Selena is Vice President, Advisory Services – Associates & Operations at Nicola Wealth. With over two decades in financial services, Selena brings passion and expert experience to her role at Nicola Wealth. Selena is involved with Junior Achievement, providing business education to youth, she is also a member of the Nicola Wealth Women’s Speaker Series’ Steering Committee, is the host for the Women’s LEAD Podcast, and is an active member of the Social Committee.

Click here for Selena’s Full Bio.


This presentation contains the current opinions of the presenter and such opinions are subject to change without notice. This material is distributed for informational purposes only and is not intended to provide legal, accounting, tax or specific investment advice. Please speak to your NWM advisor regarding your unique situation. Forecasts, estimates, and certain information contained herein are based upon proprietary research and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. NWM Fund returns are quoted net of fund-level expenses. Past performance is not indicative of future results. All investments contain risk and may gain or lose value. Projected returns are estimates only. Returns are not guaranteed. NWM is registered as a Portfolio Manager, Exempt Market Dealer and Investment Fund Manager with the required provincial securities’ commissions in Canada.