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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Andrea Vincenzi


Wealth Planning Associate

Andrea Vincenzi

Andrea joined Nicola Wealth in January 2021 with nearly two decades of experience in wealth management, insurance, and investment management oversight.

Prior to joining Nicola Wealth, Andrea worked for Stallion Financial Inc – a boutique wealth management firm just outside the Toronto area. At the firm, he specialized in Financial Planning and insurance solutions. As a senior wealth advisor for the firm, Andrea serviced the professional and business owner markets implementing a proprietary wealth management process “SWMP”.

Andrea has a B.A. (Honours) from York University and is currently working towards his CIM and CFP designations. As a health and wellness guru, he plays in a men’s soccer league and keeps up to date with the latest in health, wellness and biohacking with his favourite blogs, podcasts and books.