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:

Nicola Wealth Named one of Canada’s Best Managed Companies


Nicola Wealth, for the 7th year, has once again been named to Canada’s Best Managed Companies. This is Canada’s leading business awards program, recognizing excellence in private Canadian-owned companies. Below is the article, as seen in a special edition of Canadian Business, on why we have been named, and continue to be named, to this prestigious group.