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 – Vancouver

On April 12, 2017 we hosted the annual NWM Strategic Market Outlook event at the Fairmont Pacific Rim Hotel.

NWM President David Sung opened the event by welcoming approximately 500 guests and introduced the evening’s presentations.

John Nicola, Chairman & CEO, discussed how global economic and political environments are going through a potential sea change. He examined the history and trends that could impact investors and the effectiveness of wealth management strategies in 2017.

The final presenter was NWM Chief Investment Officer Rob Edel who 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.

Click here to view a PDF version of the presentation slides.