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:

NWM Chosen as a 2011 Five Star Wealth Manager



Nicola Wealth Management Chosen as a 2011 Five Star Wealth Manager

Source: Five Star Professional
(appears in: Business In Vancouver, Vancouver Magazine)

Nicola Wealth Management has been chosen as a 2011 Five Star Wealth Manager, with three advisors selected to receive the recognition: Sophia Ito, John Nicola and Dylan Reece.

Thanks to our clients, colleagues and friends for their recommendation and support!

Five Star Wealth Manager introduction page (Vancouver Magazine)


Five Star Professional’s original press release:


2011 Vancouver Five Star Wealth Managers Announced

Area Wealth Managers Qualify for Award Based on Consumer Research

Minneapolis, June. 1, 2011 – Five Star Professional has named the Vancouver recipients of the 2011 Five Star Wealth Manager award. The award winners appear in a special section in the June issues of Vancouver magazine and Business in Vancouver.

Five Star Professional partnered with Vancouver magazine and Business in Vancouver to conduct research to identify a select group of wealth managers who are exceptional in both their ability and their commitment to overall satisfaction. Fewer than seven percent of the 6,000 wealth managers in the Vancouver area were selected.

A survey was provided to approximately one in four high-net-worth-households (more than 58,500 consumers), and 1,000 financial services professionals within the Vancouver area. Survey respondents were asked to evaluate wealth managers they knew through personal experience and to evaluate them based upon nine criteria. Both negative and positive evaluations were included in the scoring. Only wealth managers with a more than five years of experience were considered. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by regulatory agencies. The final list was reviewed by a panel of local financial services industry professionals.

Five Star Professional provides localized, independent client satisfaction research on the performance of service professionals. Five Star Professional conducts research with consumers, and industry peers and leaders, to identify service professionals who score highest in overall satisfaction. Award candidates also undergo a thorough regulatory review. Five Star Professional joins forces with city and regional magazines to make the research results available to consumers in more than 45 markets across the United States and now, Canada. Five Star Professional was founded in 2003 and is based in Minneapolis. For more information, go to: