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:

Thirteen Nicola Wealth Advisors Ranked Among Best in Province for Ontario and British Columbia


Vancouver, B.C., and Toronto, ON, November 9 – Nicola Wealth Management Ltd. is pleased to share that thirteen of its wealth advisors have ranked on the Best in Province list; an inaugural ranking program produced in unison with Canada’s Top Wealth Advisors by The Globe & Mail and SHOOK Research. Three of its advisors ranked on both the Best in Province and Top Wealth Advisors lists.

This new ranking, based on SHOOK Research’s proprietary methodology, identifies the wealth advisors who are doing exceptional work with clients in each Canadian province.

“At Nicola Wealth, we strive to provide the best expertise in the industry, and that’s only possible because of the team we have built. We are incredibly proud of our Wealth Advisors for being recognized as some of the most successful, experienced, and driven advisors in the country and in their respective provinces,” said Cameron Smith, Vice President, Advisory Services, at Nicola Wealth.

Nicola Wealth’s Advisors Recognized by the Globe and Mail as the Best in Province of 2022:

Ontario

  • Jessica Arakgi, CIM, CFP, CLU, FEA
    • Wealth Advisor | Client Relationship Manager
  • Ron Haik, MBA, CFP, CIM, FCSI, CIWM, TEP
    • Wealth Advisor | Client Relationship Manager

British Columbia

  • Ethan Astaneh, CFP, FEA
    • Wealth Advisor | Client Relationship Manager
  • Brad Coutts, CPA, CA, CFP, CIM
    • Wealth Advisor | Client Relationship Manager
  • Russell Feenstra, CFP, CIM
    • Wealth Advisor | Client Relationship Manager
  • Tony Lee, MBA, CFA, CFP, CLU
    • Wealth Advisor | Client Relationship Manager
  • Jason Nicola, CIM
    • Wealth Advisor | Client Relationship Manager
  • Alan O’Brien, CIM, MBS, CFP
    • Wealth Advisor | Client Relationship Manager
  • Dylan Reece, CFP, CLU, CIM
    • Wealth Advisor | Client Relationship Manager
  • Paul Rietkerk, CIM
    • Wealth Advisor | Client Relationship Manager

Nicola Wealth Advisors Recognized by the Globe and Mail as both the Top Wealth Advisors of 2022 and Best in Province:

  • Karen Ikeda, CFP, CLU, CIM
    • Senior Wealth Advisor | Client Relationship Manager
  • Sophia Ito, CFP, FMA, CIM
    • Wealth Advisor | Client Relationship Manager
  • Mark Therriault, CFP, CIM
    • VP of Business Succession | Estate Planning Client Relationship Manager

 

Methodology

The Best in Province and Canada’s Top Wealth Advisors rankings were developed by SHOOK Research and are based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes client retention, industry experience, review of compliance records and firm nominations. Quantitative criteria include assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither The Globe and Mail nor SHOOK Research receive compensation in exchange for placement on the ranking. Minimum account sizes are general since they can vary depending on a range of circumstances. Advisors are judged on individual performance, but total team assets are shown, which can include one or more additional advisors.

For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

 

About Nicola Wealth

Nicola Wealth is an independent wealth management firm dedicated to serving the complex needs of high-net-worth families, entrepreneurs, and accomplished individuals of all professions. Today, the firm services clients across Canada, with offices in BC and Ontario, and is responsible for over $12.5 billion in assets under management (AUM), investing in a wide range of asset classes including hard asset real estate, private equity, private debt, commercial mortgages and more. Over the years, Nicola Wealth has been recognized as one of Deloitte’s Best Managed Companies (Platinum Member), Canada’s Top 100 SME Employers, BC’s Top Employers, one of Canada’s Most Admired Corporate Cultures, and named Employer of Choice 2022 by Wealth Professional Canada. For more information, please visit www.nicolawealth.com.

 

 

MEDIA CONTACTS
Nicole Thompson
Marketing Communications Specialist
Nicola Wealth
[email protected]