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:

Murray Neilson: Family Enterprise Advisor


UBC Sauder School, Business Families Centre

Congratulations to Nicola Wealth’s esteemed advisor, Murray Neilson, who has completed the Business Families Centre Family Enterprise Advisor Program at UBC’s Sauder School of Business!

The Business Families Centre is dedicated to the the field of family enterprise, training wealth advisors by augmenting their technical skills with a deeper understanding of business families and the unique issues they face.

Murray is a member of the second class of Family Business Advisors to graduate through the Sauder School’s program, joining NWM President David Sung, who was part of the program’s inaugural graduating class.

Below is the list of graduates for 2011 as seen in the November 19, 2011 edition of the Globe & Mail.

 

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