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 Management Launches The Wealth Exchange Podcast

The first of its kind in Canada, each episode of The Wealth Exchange podcast gives listeners access to the experts, providing in depth conversations on a wide range of issues that affect affluent families everyday. The first two episodes of this bi-weekly podcast are now available on all major podcast providers.

The first episode is a market commentary from Nicola Wealth CIO Rob Edel, discussing “the Trump factor,” as well as current events such as marijuana stocks and cryptocurrency.

The second episode is a conversation on the recent Canadian tax reform, featuring Nicola Wealth Chairman and CEO John Nicola, and Dino Infanti, Tax Partner at KPMG.

Hosted by Nicola Wealth Partner Mark Therriault, it is our hope that you will learn and grow with our podcast. Please rate, comment and subscribe to The Wealth Exchange by clicking on any of the buttons below.