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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Jason Nicola



Wealth Advisor

Client Relationship Manager

Jason Nicola


Jason has been working on various special projects with Nicola Wealth Management for over ten years. He has been with the firm on a full-time basis since October 2005.

A “people person” with a passion for analysis and problem solving – a rare combination – Jason prides himself on developing strong relationships with his clients and working with them to achieve their short and long term financial goals with peace of mind. He is a proud Certified Financial Planner, as well as a graduate of UBC’s Theatre program, his experience there giving him insight into how our emotional human nature impacts our most important decisions, financial or otherwise.

Outside the office, Jason likes to spread his time around. Along with his loving wife, Courtney, he enjoys theatre and film, the outdoors, golf, tennis, running, travelling the world, and spending time with friends and family. The invention of the iPod has allowed Jason to quench his thirst for music and feed his delusions of rock stardom on a near-24-hour basis.

Question & Answers

  • Retirement Dreams?

    Me, my wife, my dog, on a sail boat in the Mediterranean. Of course I’d have to learn to sail…

  • Best concert ever attended?

    Dave Matthews Band at the Gorge, George, WA. An annual event.

  • Favourite Actor/Actress?

    Ian MacKellan. Effortless.

  • What is your favorite website to waste time on?

    News 1130. I’m addicted to the news.

  • Words my father taught me:

    “It’ll be fine.” (Apparently it applies to everything, from trouble with girls, to pouring coffee on a laptop.)