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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Heather Claridge



Senior Vice President, People and Culture

Heather Claridge


Heather Claridge has over 20 years of experience aligning people, systems and strategy to deliver exceptional employee experiences to achieve business results. Over the course of her career, Heather has seen exponential growth in the organizations she has worked with through both organic growth and acquisition.

As a Human Resources Executive and Organization Effectiveness Consultant, Heather thrives on working at the intersection of people and performance, and has deep expertise related to growing and transforming organizations with a focus on small to medium size, entrepreneurial organizations. Much of her work focuses on the alignment of business strategy, culture and brand, change management and human resources strategy development to support business scalability and change. She also acts as a trusted advisor and coach to the leadership team members.

Heather holds an MA in Organization Design and Effectiveness and is a Certified Human Resources Practitioner (CHRP). When not working at Nicola Wealth, Heather mentors early stage HR professionals and works with post secondary students and new graduates to help them transition from campus to career.

Question & Answers

  • Golf handicap?

    Tragic – enough said

  • I can’t live without my…

    High Heels – at 5’2” they are essential

  • Favourite Movie?

    Thelma and Louise

  • Drink of choice?

    Nice cool glass of a French Sancerre

  • Words my father taught me:

    Read the newspaper everyday – you need to be informed

  • Where is your dream vacation spot?

    It’s a toss up - African Safari or sailing in the Adriatic

Insights from Heather Claridge