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 to Wealth Professional’s 5-Star Brokerages List

Nicola Wealth has been named one of Wealth Professional’s 5-Star Brokerages in their new 2021 list.

There is much that brokerages need to focus on today to support advisors to deliver the best possible service to their clients, from corporate culture and diversity and inclusion to training, technology and compliance. To find out which brokerages have achieved the ideal combination of all of these aspects, Wealth Professional turned to its network of individuals and organizations within the Canadian wealth management landscape, surveying more than 1,700 financial advisors and wealth management professionals to find out their opinions of the brokerages they work with.

The categories firms were weighed on are:

  • Corporate culture and ethics
  • Technology
  • Diversity and Inclusion
  • Compliance
  • Training

View the full profile and all the winners on the Wealth Professional website here.