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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Graeme Shanna


Position

Wealth Planning Associate


Graeme joined Nicola Wealth in 2022 as a Wealth Planning Associate with a strong background in client services.

Prior to joining the firm, Graeme worked as an Associate for three years at one of Canada’s leading full-service investment and wealth management firms. He is a graduate of Thompson Rivers University where he earned his Bachelor in Business Administration with a Specialization in Finance. Graeme spent his final year of studies at the University of Bern

Outside of the office, you can find Graeme skiing, biking, running, swimming, sailing, playing tennis, and enjoying the occasional glass of wine.


Question & Answers

  • Favourite car?

    1967 Fastback Mustang, Black with a dark blue stripe

  • What is your favorite Canadian City other than Vancouver?

    Kelowna

  • If you could play any sport professionally, what would it be?

    F1 Driver

  • Best wine?

    Very tough – recently, The Judge from Hester Creek