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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Charis Whitbourne


Digital Marketing Manager

Charis Whitbourne

Charis brings her experience in communications, digital marketing and public relations to the Marketing Team.

She helps craft Nicola Wealth’s story and build awareness by overseeing the firm’s digital marketing strategy. This includes the creation of digital content and executing national campaigns. Additionally, she helps facilitate the firm’s charitable giving projects.

Prior to working at Nicola Wealth, Charis worked across multiple sectors, helping national and international brands increase media and public awareness through communications, marketing and social media initiatives. When not in the office you can find Charis travelling, spending time outdoors, playing tennis, trying new restaurants and eating at old favourites.

Question & Answers

  • What is your favourite Canadian City other than Vancouver?


  • What is your favorite website to waste time on?

    The New York Times

  • What is your favorite ice cream flavor?

    Ben and Jerry's Peanut Butter Half Baked

  • If you could travel anywhere in the world, where would it be?

    Tibet - it would be pretty cool be on the "Roof of the World"