Nicola Wealth's Response to COVID-19

Consistency & Stability

Steadying portfolios through market turmoil is what defines our approach. Nicola Wealth’s investment and planning philosophy has shown historical consistency and stability through downturns in both 2001 and 2008. And as we navigate these trying times, our aim is to offer you peace of mind regarding your family’s financial security, so you can focus on your family’s safety and well being.

Read our latest thoughts on the impact of Covid-19 on your finances

Historically Consistent & Stable Returns

Nicola Wealth vs The Marketplace

A Track Record of Stability

Through two major market downturns, Nicola Wealth has kept clients safely on track to reach their financial objectives through our conservative, yet innovative approach to investment management.

The 2001 Dot Com Bust

When the Tech Bubble burst, Nicola Wealth’s diversified cash flow approach eased volatility, mitigating losses versus the public markets and helping investors recover sooner, allowing clients to accelerate their wealth building.

The 2008 Sub-Prime Crash

While 2008’s financial crisis sent public markets tumbling, Nicola Wealth’s extensive diversification buoyed our clients’ portfolios, protected the downside, and participated in the recovery from a stronger position.

Select an index to view its annualized return

Nicola Wealth Core Performance (net of fees) Morningstar Canadian Neutral Balanced S&P TSX Composite S&P 500 MSCI World S&P 500 (CAD) MSCI World (CAD)

$1-million invested with Nicola Wealth since January 1, 2000 would have grown to $3.80-million versus $2.42-million for a typical balanced portfolio (Morningstar Canadian Neutral Balanced).

Over that same period, Nicola Wealth’s Composite Return has been 6.84% vs. 4.47% for the typical balanced portfolio.

The typical balanced portfolio is represented by the Morningstar Canadian Neutral Balanced Fund. The composite returns represent the total returns of fee-paying portfolios with a Nicola Wealth Core investment mandate. Performance calculations are net of fees and are presented before tax but after the deduction of custody fees. Composite returns represent past performance and are not to be used as an indication of future results; returns are calculated as found here. Additional information regarding policies for valuing accounts and calculating performance are available upon request.

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:

  •  1 yr – 2.96%
  • 3 yr – 7.61%
  • 5 yr – 6.12%
  • 10 yr – 5.90%
  • Since Inception – 7.02%
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Meeting With Your Advisor Remotely

At Nicola Wealth we must do our part to reduce the spread of the virus. In addition to the majority of our staff working from home, we have made the difficult decision to put a hold on our face-to-face meetings for the time being.

To arrange an online meeting, feel free to contact a member of your Advisory Team.

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Our Insights Regarding COVID-19

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