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:

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Charis Whitbourne


Digital Marketing Manager

Charis Whitbourne

Charis brings her experience in communications, digital marketing and public relations to the Marketing Team.

She helps craft Nicola Wealth’s story by executing the firm’s digital marketing communications strategy, including the creation of digital content, the Wealth Exchange podcast and social media. Additionally, she helps facilitate the firm’s charitable giving projects.

Charis is a graduate of the University of Calgary with a degree in Communications and Business Management and has also earned a Certificate in Public Relations from Simon Fraser University. Outside of the office, you can find her enjoying the outdoors, watching food television and checking out the many Vancouver restaurants.

Question & Answers

  • Favourite sport to play?


  • What is your favourite Canadian City other than Vancouver?


  • What is your favorite website to waste time on?

    The New York Times

  • Best book to read on a long flight?

    Any of the Harry Potter books

  • What is your favorite ice cream flavor?

    Ben and Jerry's Peanut Butter Half Baked

  • If you could travel anywhere in the world, where would it be?

    Tibet - it would be pretty cool be on the "Roof of the World"