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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Mihaela Vulpe


Position

Wealth Advisor

Client Relationship Manager


Mihaela joined the Nicola Wealth planning team in 2011, with over 20 years of experience in the investment industry as a sales assistant and a financial planner assistant.

She currently holds the Financial Management Advisor, Chartered Investment Manager, and Certified Financial Planning designations, along with the Securities, Options, and Life Insurance Licences, and is registered with the BCSC as an Associate Advising Representative. She has also successfully completed numerous industry courses, including the CLU Level 1, LLQP, PFP, CSC, CPH, Derivatives Fundamentals Course, and Wealth Management Techniques.

Outside the office, Mihaela enjoys spending time with her son and husband, which includes cooking, traveling, and playing volleyball and tennis.


Question & Answers

  • Best book to read on a long flight?

    I usually read Romanian poetry

  • What is your favorite website to waste time on?

    Cooking Websites

  • Retirement Dreams?

    Living 6 months of the year in the South of France

  • Best concert ever attended?

    George Michael