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:

Wealth Professional: Canada’s Leading Portfolio Managers


MEDA 2016-06-22 Wealth Professional - Leading Portfolio Managers (BJang)

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BEN JANG

Nicola Wealth Management

Since it’s formation in 1994, Nicola Wealth Management has seen it’s revenue increase by approximately 1,300%. The firm currently manages $3.5 billion in assets, so clearly their people are producing results. One of those top managers is Ben Jang, who joined in 2012, having built a stellar reputation after stints with a number of prestigious investment management firms, where he focused on global equity, GTAA and market-neutral funds. Quantitative strategies and the optimization of portfolios are other areas of expertise for Jang, who holds CAIA, CIM, and DMS designations.