Investing Matters: Gifting to Your Children - Nicola Wealth

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Investing Matters: Gifting to Your Children

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00:48:17

PostedMay 6, 2021

Episode Summary

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.

Warren Buffet once said, “I want to give my kids enough so that they feel they can do anything but not so much that they do nothing.” In this episode, Senior Financial Advisor Ron Haik and Financial Advisor Ethan Astaneh unpack how best to maintain that delicacy.

They discuss the life cycle and how to gift at each stage of your children’s lives, including how to have those conversations. They also go into different tax vehicles and planning techniques, the best way to ensure giving is fair and uplifting regardless of circumstance, and how to handle difficult family situations such as divorce and addiction.



Episode Featured on:


The Wealth Exchange

The Wealth Exchange provides access to the experts, and addresses issues affluent families across Canada face every day, from buying a vacation home to selling your business, tax planning and philanthropy.


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Guest Bio


Ron Haik

Ron Haik is a Senior Financial Planner and the Ontario Regional Manager in the Nicola Wealth’s Toronto office, with over 20 years of experience in the financial services industry. He has gained a breadth of experience working with some of the world’s largest financial institutions advising clients in a variety of roles, such as Financial Planner and Investment Advisor, in the areas of domestic and offshore planning for the high net worth segment.

For his full bio, visit: nicolawealth.com/our-team/ron-haik



About The Host - Ethan Astaneh

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 Lead Impact and Market Commentary segments of the Wealth Exchange podcast.

For his full bio, visit: NicolaWealth.com/Our–Team/Ethan–Astaneh



Disclaimer

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.