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: 2020 Vancouver Strategic Outlook


On March 2, Nicola Wealth President David Sung, CIO Rob Edel and CEO John Nicola spoke to a full room at the Vancouver Convention Centre on what 2020 has in store for investors and how to navigate the markets in these uncertain times.

After an introduction by David Sung, Rob Edel spoke to short and long term factors impacting the 2020 economy and John Nicola addressed the value differences between private and public markets. If you are interested in reviewing their presentation slides, we’ve provided them below.

2020 Vancouver Strategic Outlook Presentation