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 Named 2013 BC Finalist for Canada’s Best Managed Companies



Nicola Wealth Management named a B.C. finalist
in Canada’s Best Managed Companies awards

Vancouver, Canada, November 26, 2013
? Nicola Wealth Management (“NWM”), Canada’s fastest growing asset fund management firm serving the investment and financial planning needs of high net worth individuals and families across the country, is proud to announce that it has been named a B.C. finalist for Deloitte’s “Canada’s Best Managed Companies” program.

“This recognition is an honour and a reflection of the hard work and effort put in by the many talented people who work at Nicola Wealth Management,” said NWM President, David Sung.  “Our continuing growth is a result of a strong team that cultivates a top-performing culture and never stops finding new ways to improve.”

Established in 1993, Canada’s 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 a company’s management abilities and practices. They focus on Canadian-owned and managed companies, recognizing overall business performance and sustained growth.

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


About Nicola Wealth Management

Established in 1994, Nicola Wealth Management (nicolawealth.local) is Canada’s fastest growing asset fund management and private investment counsel firm (Investor Economics, 2011) with $2.4-billion in assets under management.  The firm provides wealth accumulation, retirement and legacy planning services and expertise to high net worth individuals, institutions, and foundations across Canada. NWM’s team of experienced advisors and support staff offer one of the best advisor-to-client ratios in the industry.


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Media Contact:

Maria Loscerbo
[email protected]