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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Paul Rietkerk

CIM


Position

Wealth Advisor

Client Relationship Manager


Paul is a Wealth Advisor in the firm’s Vancouver office. Having joined Nicola Wealth in 2017, Paul has over fifteen years of experience providing comprehensive financial planning and portfolio management advice to clients. With a demonstrated history of problem-solving and client service, Paul can understand his client’s specific situations, from their financial position to family dynamics and ambitions, and is able to provide exceptional advice in order to help them achieve their goals.

Having completed numerous Canadian Securities Institute courses, Paul has been granted the Chartered Investment Manager (CIM) and Financial Management Advisor (FMA) designations and is licensed with the BC Insurance Council. Before entering the financial services industry, Paul was involved in managing two businesses in the lower mainland and earned his Diploma in Business Administration and Management from Kwantlen Polytechnic University. His comprehensive experience and formal training allow him to skillfully address the complex needs of business owners, taking what can be difficult situations and providing step-by-step recommendations in collaboration with various other professionals.

Paul lives in Burnaby with his wife and their three children. The family is passionate about giving back, locally and overseas, and is involved with various organizations in different capacities. More specifically, Paul has participated in successful fundraisers for Covenant House through their Sleep Out Movement in order to help raise critical funds in support of vulnerable youth in the community.


Question & Answers

  • Best concert ever attended?

    David Gray at the Concert Hall in Portland, OR

  • Words my father taught me:

    Don’t assume that you know what others are looking for from you. Seek to understand so you can deliver.

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

    Only one place?

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

    RallyCarRacing


Insights from Paul Rietkerk