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:

Presentation Slides: 2019 Kelowna Strategic Outlook


On April 29, Nicola Wealth Chairman & CEO John Nicola, CIO Rob Edel and Financial Advisor Brent Thompson spoke to a full room at the Delta Hotels by Grand Mariott Grand Okanagan Resort in Kelowna on the current markets and what the rest of the year has in store for investors.

After an introduction by Brent Thompson, John Nicola addressed issues facing high net worth families and Rob Edel spoke to market cycles and current events. If you are interested in reviewing their presentation slides, we’ve provided them below.

2019 Nicola Wealth Kelowna Strategic Outlook