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:

Back to Team

Jeff Ryan

CIM


Position

Portfolio Manager


Jeff Ryan joined the Nicola Wealth Portfolio Management Team in October 2015 after playing the integral role of Portfolio Trader on our Investment Services Team. When joining Nicola Wealth in 2013, Jeff brought his experience working as an Associate for one of Canada’s major financial institutions.

Jeff holds a Bachelor’s degree in Economics from the University of Victoria, as well as his Chartered Investment Manager (CIM) designation.

When he is not at the office, you can find Jeff hiking, skiing, or riding his motorcycle. Jeff also enjoys escaping the city to visit his family and their vineyard in Summerland, BC.


Question & Answers

  • Favourite movie?

    Goodfellas.

  • Best place to get a burger?

    Burger 55, Penticton, BC

  • Would you bungee jump?

    No, but sign me up for sky-diving.

  • Words my father taught me:

    Patience in life is the key to everything.