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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Katherine Stranks


Position

Wealth Planning Associate


Katherine Stranks

Prior to joining the firm, Katherine spent six years working for one of Canada’s premier investment counselling boutiques.

Katherine graduated with her Bachelor’s Degree in Business & Management, English & Business from Oxford Brookes University. She is currently pursuing her Chartered Investment Manager (CIM) and Certified Financial Planner (CFP) designations.

Outside the office, Katherine enjoys rowing, road cycling, and skiing. Notably, she was a member of the undergraduate rowing team while in University and has competed internationally with the Vancouver Rowing Club. She also was a panel speaker for Women in Capital Markets where she presented to an audience of University students looking to pursue a career in finance.

Why Nicola Wealth?

“As an aspiring Financial Advisor, I wanted to work for Nicola Wealth to learn about their unique approach to financial planning. I also wanted to be a part of a firm that would give me the opportunity and also provide me with the right tools and support to grow with the firm.”


Question & Answers

  • Best concert ever attended?

    Kings of Leon

  • Favourite sport to play?

    Rowing or skiing

  • Favourite restaurant in Vancouver?

    Autostrada for the best Italian food

  • Where is your dream vacation spot?

    Italy or Croatia