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:

‘Business In Vancouver’ Ranks NWM Second Biggest Fund Management Firm in B.C.

Source: Business In Vancouver, January 25-31

Nicola Wealth Management ranks second in Business in Vancouver’s list of “Biggest investment fund management firms in B.C.”

With over $1.2-billion in assets under management, NWM’s series of funds include:

  • NWM U.S. Tactical High Income Fund
  • NWM Canadian Tactical High Income Fund
  • NWM Alternative Strategies Fund
  • NWM Global Bond Fund
  • NWM Global Equity Fund
  • NWM High Yield Bond Fund
  • NWM Real Estate Fund
  • NWM Primary Mortgage Fund
  • NWM Balanced Mortgage Fund
  • NWM Preferred Share Fund
  • NWM Strategic Income Fund

View BIV’s entire “Biggest investment fund management firms in B.C.” list