PostedNovember 9, 2021
In this episode CEO John Nicola sits down with Senior Vice President of Advisory Services Vanessa Flockton to answer some of your biggest questions on taxation and the current minority Liberal government.
They discuss a range of possible tax measures, including a wealth and inheritance tax, that could come out of the upcoming budget, how they think this new minority Liberal government will handle taxes moving forward, and share strategies that can be used to successfully manage tax outcomes.
A veteran of the financial services industry since 1974, John provides strategic leadership to Nicola Wealth, exercising his passion for providing innovative solutions to clients’ complex problems.
His areas of expertise include investment management, estate and financial planning, as well as business planning with a focus on best practices for wealth building, exit strategies, and shareholder agreements.
In 2011, John was selected as the winner of the Ernst & Young Entrepreneur of the Year (Financial and Professional Services in the Pacific Region), in 2015 John was named the Winner of Business In Vancouver’s BC CEO of the Year Award – Small-Medium Private Company, and most recently, John was recognized as one of Canada’s Most Admired CEOs.
He is a Founding Member of CALU (Conference for Life Underwriters) and has continued to contribute to the organization for example, by serving as the Chair for the 2003 annual meeting.
Read John’s full bio here: www.nicolawealth.com/our-team/john-nicola
As Senior Vice President Advisory Services at Nicola Wealth, Vanessa leads a growing and dynamic team of Financial Advisors and Associates dedicated to providing business owners, professionals, foundations, and affluent families across Canada with integrated financial planning solutions and advice.
She is focused on creating a team of trusted advisors who are committed to ongoing professional development and sharing their expertise with clients and each other. Her leadership of the Advisory Services team includes responsibility for developing and implementing a strategic vision for a rapidly growing team and ensuring that the necessary structures & processes are in place for the team to deliver an exceptional client experience.
Read Vanessa’s full bio here: www.nicolawealth.com/our-team/vanessa-flockton
This presentation contains the current opinions of the presenter and such opinions are subject to change without notice. This material is distributed for informational purposes only and is not intended to provide legal, accounting, tax or specific investment advice. Please speak to your NWM advisor regarding your unique situation. Forecasts, estimates, and certain information contained herein are based upon proprietary research and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. NWM Fund returns are quoted net of fund-level expenses. Past performance is not indicative of future results. All investments contain risk and may gain or lose value. Projected returns are estimates only. Returns are not guaranteed. NWM is registered as a Portfolio Manager, Exempt Market Dealer and Investment Fund Manager with the required provincial securities’ commissions in Canada.
