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 Toronto Strategic Outlook

On May 9, Nicola Wealth Chairman & CEO John Nicola President David Sung and Ontario Regional Manager Ron Haik spoke to a full room at the Four Seasons Hotel in Toronto on the current markets and what the rest of the year has in store for investors.

After an introduction by David Sung, John Nicola addressed issues facing high net worth families and Ron Haik spoke to market cycles and current events. If you are interested in reviewing their presentation slides, we’ve provided them below.


2019 Nicola Wealth Toronto Strategic Outlook