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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Janessa Loney

CFP, CIM


Position

Wealth Advisor

Client Relationship Manager


Janessa Loney

CFP, CIM

Janessa is a Wealth Advisor | Client Relationship Manager in the firm’s Kelowna office. She is driven by a passion for connecting and building trust with her clients while providing holistic financial planning.

Janessa joined Nicola Wealth in 2019 as a Wealth Planning Associate, moving to the Wealth Advisory Team in 2022. Her previous 12 years in financial services in retail and commercial banking have given her experience in comprehensive financial planning, complex business lending strategies and business management.

A graduate of Wilfrid Laurier University, Janessa earned her Bachelor of Business Administration (BBA) specializing in Finance, in addition to completing the Chartered Investment Manager (CIM) designation and the Investment Funds Course (IFIC). Janessa also holds her Certified Financial Planner (CFP) designation.

Janessa enjoys working with clients to provide comprehensive financial planning services such as wealth accumulation solutions, retirement planning strategies and estate/tax planning. She focuses on developing long-term client relationships built on trust and exceptional customer service.

Ontario-born, Janessa moved to Kelowna in 2019 to enjoy an active lifestyle that includes spending time outdoors and hiking with her labradoodle Cheddar. She also enjoys reading and spending time with her family and friends.