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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Marco Lo


Wealth Planning Associate

Marco joined Nicola Wealth in March 2022, bringing with him exceptional client service and relationship-building experience.

Prior to joining the firm, Marco serviced clients at one of Canada’s largest privately-owned asset management firms and at Scotiabank as a Financial Advisor. Marco graduated with his Bachelor of Commerce (Honours) from the University of Ontario Institute of Technology and is currently working towards his Chartered Investment Manager (CIM) designation.

In his personal time, he likes to attend music events and try new restaurants.

Question & Answers

  • Favourite music genre?


  • Favourite foods?

    Sushi, Korean BBQ, Pho

  • Favourite sport?


  • If you could travel anywhere in the world, where would it be?

    Visiting my parents in Singapore.