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:

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Alisa Nagorny

MFin, CIM®


Position

Manager, Private Capital & Corporate Development


Alisa Nagorny

MFin, CIM®

Alisa joined Nicola Wealth Private Capital in November 2021 with over a decade of experience in the financial industry. In her dual role within Private Capital and Corporate Development, Alisa contributes to developing and executing Nicola Wealth’s strategic initiatives.

Prior to joining the firm, Alisa held product management, equity research, and management consulting roles at RBC Global Asset Management, Canaccord Genuity and KPMG Canada.

Alisa holds a Master of Finance from the Smith School of Business at Queen’s University and an Honours Bachelor of Commerce, specializing in Finance, from the University of Ottawa and has earned her Chartered Investment Manager (CIM®) designation.

In her free time, Alisa enjoys spending time travelling with family and friends.


Question & Answers

  • Favourite book?

    The Great Gatsby

  • Drink of choice?

    Manhattan

  • What would be your last meal?

    Sushi

  • What languages do you speak?

    English, Russian and French