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 Management values charitable giving and community involvement.
The Nicola Gives Back Charitable Committee is a group committed to developing and fostering a culture of giving, and acts as facilitators for employees and partners to succeed with their charitable goals thereby giving back to the world in meaningful ways.

On Sunday, September 13th, Nicola Wealth Management and their team of volunteers supported the CANUCK PLACE CHILDREN’S HOSPICE and their 2015 ADVENTURE RACE at Jericho Beach.

The winds were blowing, but the sun was shining, and the Canuck Place families, participants, and volunteers were out for a day of fun!  The Adventure Race was designed as a challenge consisting of a 3km kayak, 20km bike ride, and a 6km run.

On this day, the course was altered slightly to accommodate mother nature’s forces. The choppy waters off Jericho beach did not make for “smooth sailing”; due to the safety risks, the kayak portion of the race was dropped from the route; none the less, over 130 participants, including 65 kids, conquered the challenge. There were a few racers from NWM including one relay team, three solo participants, and 4 kid racers. Even with some scrapes and scratches from along the way, everyone crossed the finish line with smiles on their faces.
2015-09 NWM Gives Back - 2015 Canuck Place Adventure Race - Rich-V Matching Bandages image

All participants were greeted to a enthusiastic crew of NWM volunteers as they came down the home stretch into the Nicola Wealth Finisher’s Area.  As a reward for their efforts, the racers could enjoy a variety of treats in the race Festival Area including frozen yogurt, juice, a full barbecue, games, face-painting, and even post-race massages.

The event was truly inspiring. In addition to everyone coming together for the cause, seeing five Canuck Place kids and their families out on the was particularly special. One Canuck Place dad who participated in the relay explained the experience.

 “I love this event. Sometimes when you have a child with an illness it can be lonely. I look forward to coming because I witness a community that cares. All these people who took their Sunday to come out and take on the course, raise funds, and give back to families like mine who benefit from Canuck Place programs. It just feels so great!”

We are so pleased to have shared moments like these with the families and are thrilled that we have been able to support them.

With the support of our donors, the NWM team raised $20,300 for the cause; which could not have been possible without  the generosity of the charity committee, JOHN & Claire Nicola, MARK THERRIAULT, and DEBBIE MANUEL who participated in a donation matching program.

On behalf of NWM Gives Back, we would like to thank all of children, families, and staff of Canuck Place for making this year’s Adventure Race truly special.

We look forward to next year’s event!

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