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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Siavash Taheri


Wealth Planning Associate

Siavash Taheri

Siavash brings his extensive academic background and seven years of experience in financial services and analysis to his role at Nicola Wealth

Siavash graduated with a Bachelor of Arts in Economics from Shahid Beheshti University, a Master of Arts in Applied Economics from the University of Tehran, and a Master of Arts in Economics from the University of Manitoba on a full scholarship. He has a strong understanding of financial markets and an innate ability to speak on complex topics in simple terms as Siavash was a lecturer at the University of Manitoba teaching classes on Macroeconomics, Microeconomics, Quantitative Methods in Economics and Game Theory.

Siavash is currently working on completing his Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Investment Manager (CIM) designations. In his spare time, Siavash enjoys watching and playing sports including keeping up with F1 races.

Why Nicola Wealth?

“I got to know Nicola Wealth when I saw the list of top 50 advisors in Canada and it caught my attention that there were a lot of names on that list from a firm I hadn’t heard of before. To me, Nicola Wealth is the perfect place to grow my career in the wealth management industry because it gives me the chance to work alongside experienced, caring and knowledgeable advisors and financial planners from different backgrounds.”

Question & Answers

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

    Japan and Scotland are on top of my list

  • Best book to read on a long flight?

    Goodbye, Things

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

    Playing basketball for the Bulls

  • Favourite Car?

    Ford GT