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 Wins BC CFO of the Year


By Advisor.ca Staff

Read original article online.

Michael Taylor, Nicola Wealth Management’s Chief Financial Officer, has won Business In Vancouver’s CFO of the Year Award in the small private company category.
The award was presented last night in Vancouver.

Taylor is also the company’s chief compliance officer, and co-manages the NWM primary and balanced mortgage funds, where he is responsible for selecting the funds’ assets and third-party suppliers and shares accountability for their performance.

Other honourees included Geri Prior, chief financial officer for the Insurance Corporation of British Columbia and Bill Keen, vice-president finance and CFO, North Shore Credit Union.