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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Rob Edel

CFA


Position

Chief Investment Officer


Rob Edel is Nicola Wealth’s Chief Investment Officer, Public Markets, leading a team of Portfolio Managers and playing a key role in the firm’s investment decisions.

A dedicated Investment Manager, Rob has an extensive background in Investment Management, working at Nicola Wealth for almost 20 years. Before joining Nicola Wealth, Rob worked at some of Canada’s largest financial institutions as a member of their investment teams, including as a Portfolio Manager responsible for managing U.S. equities for the firm’s high-net-worth clients.

Rob holds a degree in Finance from the University of British Columbia and has completed the Chartered Financial Advisor (CFA), Canadian Securities Course (CSC) and Canadian Options certifications. He is also member of the Association for Investment Management and Research (AIMR). When not in the office you can find Rob playing tennis, squash or golf.

Rob can routinely be seen in the media providing commentary on the markets. For all interviews and media inquiries please contact Nicole Thompson at [email protected].


Question & Answers

  • Favourite Movie?

    The Shawshank Redemption

  • What is your favorite website to waste time on?

    Yahoo Finance

  • What is your favorite ice cream flavor?

    Bubble Gum

  • What would be your last meal?

    Steak. And I would eat it very slowly