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:

Why I Joined Nicola Wealth as a Wealth Planning Associate


From the day I started my onboarding in March to the day I finally met the Toronto group face-to-face, I knew I was part of something unique. Having worked both at one of Canada’s largest privately-owned asset management firms and one of the Big Five banks, I came with high expectations and an eagerness to develop my career at Nicola Wealth. Through word of mouth and research, I learned of the firm’s exponential growth and its unique “Share the Pie” culture – growing together while sharing the benefits between all employees. I knew I wanted to be a part of it.

After a few weeks on the job, it became clear that one of the driving forces behind the firm’s growth and success is the people. Although most of my training was virtual due to the ongoing pandemic, my team was there to guide me and ensure I was on the right track. There was also no shortage of outreach from other departments introducing themselves and sharing their insights and knowledge.

During the days I went into the office, I was fortunate enough to meet colleagues visiting from Vancouver, including the CEO himself, who came to meet new members and answer any of our questions. It was fascinating to learn that many of my coworkers had joined during the pandemic and were equally eager to be a part of the team. I could feel that everyone genuinely wanted to collaborate to achieve success and is passionate about delivering the best service to our clients.

Hearing about the growth of the Wealth Planning Associate team and how they have moved on to become Advisors or Managers within the firm solidifies the “Share the Pie” culture. It is exciting to learn that the firm actively invests resources and time into developing our talented employees. The framework is there to help them achieve their career goals while contributing to the growth and success of the firm. Having the support and structure to transition from the associate role to an advisor or management role was crucial in my decision, and my expectations were exceeded after hearing the success stories from other associates.

With the firm’s accelerated growth, the opportunities for everyone at Nicola Wealth should continue to expand. As I develop my career and maximize my full potential here, I am excited and look forward to building relationships with our clients and working alongside eager and like-minded individuals to achieve our goals together.

By Marco Lo