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:

Three Nicola Wealth Advisors Named Among Canada’s Top Wealth Advisors 2022


Vancouver, BC, October 28, 2022 – Nicola Wealth Management Ltd. is pleased to share that three of its wealth advisors have been recognized among Canada’s Top Wealth Advisors 2022, an annual ranking program produced by The Globe & Mail in partnership with SHOOK.

Karen Ikeda, Sophia Ito, and Mark Therriault were selected among thousands of financial advisors across the country.

“We are proud to see Karen, Sophia, and Mark recognized as premier wealth advisors in Canada. This recognition is a testament to their commitment to exceptional client service and expert financial planning,” said Cameron Smith, Vice President, Advisory Services at Nicola Wealth.

Canada’s Top Wealth Advisors is an annual ranking program produced by The Globe and Mail and SHOOK Research. Comprising proprietary research, it identifies and celebrates the leading wealth advisors operating in Canada.

Nicola Wealth’s Advisors Recognized by the Globe and Mail as the Top Wealth Advisors of 2022:

  • 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

Canada’s Top Wealth Advisors ranking was developed by SHOOK Research and is 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]