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:

Two Nicola Wealth Advisors Revealed as Winners of Wealth Professional’s ‘Rising Stars’ Award


Nicola Wealth Management Ltd. (Nicola Wealth), a wealth management firm dedicated to serving the complex needs of high-net-worth families, entrepreneurs, and accomplished individuals of all professions, is pleased to announce that two of its Wealth Advisor | Client Relationship Managers, Jordan Rausch and Timothy Stranks, have been awarded the 2022 Wealth Professional Rising Star award. The Rising Star award recognizes the most promising young professionals in the wealth management industry for their hard work and perseverance to push through despite the ever-changing conditions of the wealth management industry.

“We are honoured that Jordan and Timothy have been recognized as top industry professionals to watch out for. Winning this award, especially given the challenges associated with the pandemic and the equity markets this past year, is an immense achievement” said Cameron Smith, Vice President, Advisory Services. “Jordan and Timothy have been recognized for their commitment, drive and passion in the wealth management industry and both have bright futures ahead.”

About the Nicola Wealth Advisors:

Jordan Rausch, CFP ®, CIM ®, CLU ®

Jordan is a Wealth Advisor | Client Relationship Manager, providing comprehensive wealth planning and investment management solutions to satisfy each of his clients’ unique set of circumstances. He develops and manages new and existing client relationships providing advice on estate planning, tax and compensation planning, corporate structuring, retirement planning, risk management and insurance, and investment management.

Jordan’s approach is centered around getting to know his clients on a personal level so that he can work with them to find the most effective way to add value to their business, family, and charitable endeavours. He adopts a broad, holistic planning-first approach that extends beyond investment management and simple retirement plans, working to ensure the proper tax, estate, risk management, philanthropic, and intergenerational planning is in place.

 

Timothy Stranks, CFP ®, CIM ®

Tim is a Wealth Advisor | Client Relationship Manager, working closely with each of his clients to provide comprehensive wealth planning and investment management solutions to satisfy their unique set of circumstances. Utilizing a planning-first approach, he develops and manages new and existing client relationships providing advice beyond investment management and basic financial planning to cater to his clients’ complex needs. Tim’s expertise spans retirement planning, tax planning, corporate planning, estate, and trust planning, as well as charitable giving.

Making trust a priority, Tim thrives on the puzzle solving and continuous learning that comes with helping individuals and families reach their financial goals.

 

Methodology

To uncover the most promising young professionals in the Canadian wealth management industry, the Wealth Professional team undertook a rigorous marketing and survey process.

To be eligible, nominees had to be age 35 or younger (as of May 31, 2021) and be working in a role that relates to, interacts with or impacts the wealth management industry. When reviewing the nominations, WP concentrated on those who have committed to a career in the industry and clearly hold a passion for wealth management.

 

About Nicola Wealth
Nicola Wealth is an independent wealth management firm dedicated to serving the complex needs of high-net-worth families, entrepreneurs, and accomplished individuals of all professions. Today, the firm services clients across Canada, with offices in BC and Ontario, and is responsible for over $12.5 billion in assets under management (AUM), investing in a wide range of asset classes including hard asset real estate, private equity, private debt, commercial mortgages and more. Over the years, Nicola Wealth has been recognized as one of Deloitte’s Best Managed Companies (Platinum Member), Canada’s Top 100 SME Employers, BC’s Top Employers, one of Canada’s Most Admired Corporate Cultures, and named Employer of Choice 2022 by Wealth Professional Canada. Nicola Wealth is registered as a Portfolio Manager, Exempt Market Dealer and Investment Fund Manager with the required securities commissions. For more information, please visit www.nicolawealth.com.

 

MEDIA CONTACTS
Nicole Thompson
Marketing Communications Specialist
Nicola Wealth
604.335.1324
[email protected]