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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Sarah Morgan


Position

Wealth Planning Associate


Sarah joined Nicola Wealth as a Wealth Planning Associate in December 2021.

Prior to joining the firm, Sarah worked assisting a team of two advisors with Holliswealth. More recently, Sarah went back to school to complete a Financial Planning graduate diploma at Seneca College. Sarah is currently working towards her Certified Financial Planner (CFP) certification.

Outside of work, Sarah enjoys practicing yoga and playing tennis.


Question & Answers

  • Drink of choice?

    Dry cider or red wine.

  • What languages do you speak?

    In addition to English, I speak French. I was enrolled in French immersion and have lived in France on two occasions in my life.

  • Where is your dream vacation spot?

    Porto, Portugal