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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Carolyn Shrimpton


Position

Wealth Advisor

Client Relationship Manager


Carolyn Shrimpton

Carolyn forms close and longstanding relationships with her clients; not only working with high net worth individuals but also their families, generation after generation. A testament to the outstanding level of trust she has earned, many of Carolyn’s clients have known her for almost 30 years and confidently refer their friends and family.

A graduate of Queens University, Carolyn moved to Vancouver and launched her career. She has now been in the financial services industry for 30 years. Carolyn is part of the original family, working with John Nicola prior to Nicola Wealth’s inception.

A member of CALU for over a decade, Carolyn was involved for many years as a member of the CALU Finance and Audit Committee. She holds her Canadian Securities Course, IFIC (Investment Funds) and is licensed with the BC and Ontario Insurance Councils.

Carolyn is a member in good standing of the Financial Advisors Association of Canada (Advocis).


Question & Answers

  • Best concert ever attended?

    Rolling Stones in Vancouver

  • Favourite Car?

    Purchasing her first car at age 34, all vehicles are a welcomed luxury!

  • Favourite Actor/Actress?

    Harrison Ford/Meryl Streep

  • Favourite foods?

    Sushi & Italian

  • Were you named after anyone?

    A beautiful lady my mother met at a party in New York City