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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Jason Marten


Position

Wealth Planning Associate


Jason joined Nicola Wealth as a Wealth Planning Associate in June 2022.

Prior to joining Nicola Wealth, Jason worked as a financial advisor for TD where he advised clients on mortgage and investment related topics. Prior to TD, he spent 2 years at RBC Dominion Securities, where he worked as an associate supporting two separate advisors. Jason believes in a client first approach, and he uses his experience to provide value to Nicola Wealth clients.

In his down time, he likes staying active by going to the gym, playing sports, and going on walks and runs with his dog.


Question & Answers

  • Retirement Dreams?

    To travel various parts of the world in an outfitted sprinter van.

  • Favourite car?

    Porsche 911 with a manual gearbox

  • Best place to get a burger?

    Downlow Chicken Shack

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

    Soccer or boxing