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 Liu


Senior Analyst, Real Estate Debt

Jason joined Nicola Wealth in May 2021. Prior to joining Nicola Wealth, Jason spent two years in the commercial real estate group at a federal credit union. In that time, he gained extensive experience in underwriting a wide range of financing types across a variety of asset classes. Jason holds a Bachelor of Commerce specializing in Real Estate and Marketing from UBC’s Sauder School of Business. In his free time, Jason enjoys drinking coffee, travelling, and learning how to play golf.

Question & Answers

  • Favourite novel

    Man's Search for Meaning

  • Favourite movie


  • Favourite car

    Aston Marton Vantage

  • If you could play any sport professionally what would it be


  • Drink of choice

    (Iced) Coffee or Hazy IPA