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 Staff Organize Charity Bike Rally


6 Riders, 4 Days, 2 Cities, 485 KM, 1 Goal

Vancouver, B.C. –August 17, 2010 –Nicola Wealth Management is a proud sponsor of the Voices for Bulembu campaign and just this past June, John and his family were able to visit the African town.

Moved and inspired, a dedicated group Nicola Wealth staff, family and friends have taken it upon themselves to organize a charity bike ride from Vancouver to Kelowna with a goal of raising $40,000 to support the Bulembu Foundation and the Voices for Bulembu campaign

Departing from our Vancouver offices on Friday morning, August 27, the team plans to cycle almost 500km… to arrive at The Sails in Kelowna’s waterfront on Monday afternoon, August 30.

They’ve been in training for months now and are preparing for the ride, which is only weeks away. You can follow the team’s story through their blog:


Please support these weary, yet motivated cyclists in their quest to reach $15,000 for Bulembu!


  • Select “General Donation” and enter the amount you have chosen to donate
  • Click “Add to Cart” and proceed to the check out
  • For tax receipt purposes, you will be asked for your information
  • Under your “Payment Information” please select: NICOLA BIKE RALLY for the question “What brought you to Bulembu today?”

For more information on the event or participating, please contact Paul Gleeson at [email protected].

About Nicola Wealth Management:

Nicola Wealth Management is a premier financial planning and wealth management firm serving the needs of High Net Worth individuals and their families. Managing over $1-billion in assets, with clients across Canada and its head office in Vancouver, Nicola Wealth Management offers executives, business owners and incorporated individuals a comprehensive approach that emphasizes efficient tax structuring and that is grounded in a holistic and integrated wealth planning process.

For more information:

Lawrence Chew
Marketing Communications
Nicola Wealth Management
604.739.6480 x6480
[email protected]