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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Simon Carlsen


Senior Director, Mortgage Investments

Simon specializes in real estate debt investments at Nicola Wealth. With a background in mortgage banking and commercial real estate advisory, he is responsible for the firm’s mortgage investments and manages our pooled mortgage funds.

Previous work experience includes roles with national and boutique mortgage lenders and a real estate consultancy in Canada and internationally.

Having provided conventional, high yield, and mezzanine real estate debt investments to institutional and private investors, Simon draws on his experience to evaluate new investment opportunities and manage credit risk.

Simon holds a Bachelor of Arts degree in Political Science and Economics, a Diploma in Business Administration, and a Post-Graduate Certificate in Real Property Valuation.

When he’s not working on mortgages, Simon enjoys spending time with his young family, enjoying the outdoors, skiing, and travelling.

Question & Answers

  • Retirement Dreams

    Travel between Europe and North America with a strategic mix of sun and snow

  • Favourite Car?

    Land Rover Defender or Range Rover Classic

  • Best wine?

    Brunello di Montalcino

  • Favourite Sport to play?

    Downhill skiing

  • What is your favorite website to waste time on?