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 Finalist for Canada’s 50 Best Managed Companies




Nicola Wealth Management Finalist for Canada’s 50 Best Managed Companies

VANCOUVER, November 28, 2011 – Nicola Wealth Management (NWM) has been selected as a British Columbia finalist for Canada’s 50 Best Managed Companies, a nationally renowned business awards program celebrating companies that demonstrate vision, passion and achievement in their daily business.

“Being selected as a finalist for this esteemed recognition is a testament to both our dedicated management team and our hardworking staff, who have helped us grow to $1.7-billion in assets under management while delivering an exceptional client experience,” said NWM President, David Sung. “We see this as a reflection of our corporate vision to be an outstanding wealth management firm and the passion we pour into our work each day. We are thrilled to be selected and congratulate all the other finalists across Canada.”

Established in 1993, Canada’s 50 Best Managed Companies is the country’s leading business awards program, recognizing excellence in Canadian-owned and -managed companies with revenues over $10 million. Every year, hundreds of entrepreneurial companies compete for this designation in a rigorous and independent process that evaluates the calibre of their management abilities and practices. The program sponsors include Deloitte, CIBC, National Post, and Queen’s School of Business.

As a B.C. finalist, NWM joins a noteworthy list of past regional finalists, which includes some of Canada’s top brands over the past two decades. Regional finalists move on to the national platform where the final winners making up Canada’s 50 Best Managed Companies are honoured at a gala event to be held on March 27, 2012.

For more information on Canada’s 50 Best Managed Companies, please visit:

About Nicola Wealth Management:
NWM is a premiere financial planning and wealth management firm serving the needs of High Net Worth & Ultra-High Net Worth families across Canada, offering executives, business owners and incorporated individuals a complete financial planning approach that emphasizes efficient tax structuring and investment management as part of a holistic and integrated process. For more information, visit nicolawealth.local.

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Media Contact
Lawrence Chew
Nicola Wealth Management, Communications
604.739.6480, [email protected]