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 Fastest Growing Private Investment Counsel Firm in Canada


Investor Economics, an independent financial industry research firm, has ranked the Top 20 fee-based Private Counsel Investment businesses in Canada, and noted Nicola Wealth Management as the fastest growing asset fund manager in Canada with an increase in assets of over 39% in 2011.

According to the study, NWM also ranked among the 10 best-performing companies with assets greater than $1-billion.

It is quite a recognition to be among those names, and we plan to continue building our clients’ wealth and maintaining exemplary service standards for their unique needs.