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:

2017 Strategic Outlook Presentation – Calgary

On April 20, 2017 we hosted the annual NWM Strategic Market Outlook event at the Hotel Arts.

NWM Chief Investment Officer Rob Edel explored how factors such as immigration, automation, and deleveraging impact economic recovery. Rob addressed the (un)popular topic of The Trump Effect, and established that market uncertainty seems like the only certainty.

Joining Rob was Mark Therriault, NWM Financial Advisor, who discussed how shifting economic times can impact investor behaviour and, ultimately, their returns.  He reviewed NWM’s investment philosophy, built on cash flow and diversification beyond stocks and bonds, including hard asset real estate, farmland, private equity, and private debt.


Click here to view the presentation in PDF format.