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:

Presentation Slides: 2019 Calgary Strategic Outlook


On May 23 , Nicola Wealth CIO Rob Edel, Financial Advisor’s Sophia Ito and Geoff Bennett spoke to a full room at the Hyatt Regency in Calgary on the current markets and what the rest of the year has in store for investors.

After an introduction by Sophia Ito, Rob Edel spoke to market cycles and current events and Geoff Bennett addressed issues facing high net worth families. If you are interested in reviewing their presentation slides, we’ve provided them below.

2019 Nicola Wealth Calgary Strategic Outlook