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 Second Biggest Investment Fund Management Firm on 2013 BIV List


Compiled by Richard Chu

Read original article online.

Nicola Wealth Management ranks second in Business in Vancouver’s 2013 list of “Biggest investment fund-management firms in B.C.”

With over $2-billion in assets under management, NWM’s series of private investment pools reflect asset classes including: