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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Joe Clain



Senior Wealth Planning Associate

Client Relationship Manager

Joe couples a well-rounded background with his passion and experience in finance to deliver exceptional results.

Joe is a Senior Wealth Planning Associate and the Staff Advisor at Nicola Wealth. In his role, he provides first-class financial planning and wealth management services to clients and staff members. Prior to joining the firm, Joe worked as an Associate Golf Professional at the Shaughnessy Golf & Country Club for eight years. He graduated from St. Thomas University with his Bachelor of Arts, Psychology.

Outside the office, Joe enjoys playing golf, skiing and spending time with his family.

Why Nicola Wealth?

“I believe strongly in our investing approach with a focus on cash flow and diversification…and I love working with the best and the brightest!”

Question & Answers

  • Best concert ever attended?

    Neil Young unplugged at the Queen Elizabeth theatre

  • What is your favourite Canadian city other than Vancouver?

    Fredericton, NB (where I grew up).

  • Words my father taught me:

    Be frugal and live within your means.

  • Favourite Movie?

    Top Gun