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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James McCarthy

CIM


Position

Senior Wealth Planning Associate

Client Relationship Manager


James is a Senior Wealth Planning Associate | Client Relationship Manager in the firm’s Vancouver office. Driven by a passion for delivering world-class service, James strives to provide the best experience for his clients.

James joined Nicola Wealth in 2016 as a portfolio administrator before transitioning to the financial planning associate team in 2018. Prior to joining Nicola Wealth, James worked for a large private pension trustee as a client portfolio executive and a member of the business development team.

James graduated from the University of Limerick, Ireland where he obtained his Law degree. As part of his studies, he also minored in Accounting & Finance. He holds his Chartered Investment Manager (CIM) designation and Life License Qualification Program (LLQP) certification, he is currently working towards his Certified Financial Planning (CFP) designation.

In his free time, James enjoys travelling and trying the local cuisine as a self-proclaimed foodie. He is also the co-chair of the firm’s annual Movember campaign.

Why Nicola Wealth?

“This firm challenges me to be the best version of myself on both a professional and personal level. There is a huge emphasis on continuous improvement which motivates me in all facets of my life.”


Question & Answers

  • Retirement Dreams?

    Anywhere with a view of the ocean.

  • Favourite music genre?

    Grime

  • Golf handicap?

    18 and steady

  • Favourite Sport to play?

    Rugby or Hurling (Irish sport, kind of like Lacrosse)


Insights from James McCarthy