The content of this site is intended for U.S. residents. Please note that Nicola Wealth investment funds are generally not offered to U.S. residents at the present time. As such, the contents of this website should not be construed as an offer of any of Nicola Wealth’s investment funds to U.S. residents. Any information, statement or opinion set forth herein is general in nature, is not directed to or based on the financial situation or needs of any particular investor, and does not constitute, and should not be construed as, investment advice, forecast of future events, a guarantee of future results, or a recommendation with respect to any particular security or investment strategy or type of retirement account. Investors seeking financial advice regarding the appropriateness of investing in any securities or investment strategies should consult their financial professional.
Are you an accredited U.S. investor?
PostedMarch 16, 2022
Investing Matters is a segment of the Wealth Exchange podcast hosted by Ethan Astaneh. In this segment, Ethan discusses planning topics, market commentary, general investing, and education on Nicola Wealth’s unique pool of funds with an array of featured guests.
Wealth Advisor, Ethan Astaneh, sits down with Mike Leung, Head of Corporate Strategy at Aquanow, to discuss the ever-evolving landscape of cryptocurrency. In this episode, Mike explains why cryptocurrency came into existence, some of the risks associated with it, and what we may look forward to in terms of its use as an investment vehicle and its impact on moving technology into the new age.
Mike Leung is Head of Corporate Strategy at Aquanow, based in Vancouver and the leading digital assets infrastructure provider in Canada. Founded in 2018 by capital markets and technology professionals, Aquanow provides technical solutions that enable its financial services clients with the capabilities to offer their clients access to cryptocurrencies, whether it be for trading, payments, or investing. At Aquanow, Mike works on various corporate initiatives, including an investment management business launching soon to provide financial solutions for investors to participate in the crypto asset class.
Mike was previously a Portfolio Manager at Nicola Wealth from 2016 to 2019, where he oversaw Nicola Wealth’s fixed income investment strategies, including the structuring and launch of the Nicola Private Debt Fund. He started his career in finance in the late 1990s, as an equity derivatives trader for CIBC World Markets.
He is a Chartered Financial Analyst and has a Masters degree in International Affairs from the Johns Hopkins School of International Affairs, and a Bachelor of Commerce degree from the University of British Columbia.
Ethan is a Financial Advisor in the firm’s Vancouver office. He provides strategic advice to high net worth business owners, professionals, and retirees, and offers his clients a wide range of financial services, including; retirement income planning, business succession, and continuation planning, investment management, tax and estate planning, charitable giving, and intergenerational wealth transfer. Ethan is also the host for the Market Commentary segment of the Wealth Exchange podcast.
For his full bio, visit: NicolaWealth.com/Our-Team/Ethan-Astaneh
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.