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:

PODCAST

Investing Matters: Inside the Mind of Fintech Entrepreneur, Chase Harmer

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PostedAugust 23, 2022

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.

Ethan sits down with Chase Harmer, the founder of ProfitPay, a financial technology which aims to make internet merchants and marketplaces more money on their transactions. With no formal background in technology, Chase has created platforms with a $300 million valuation in eCommerce brands and influencers.

In this episode, they discuss Chase’s decision to leave school in pursuit of starting his own business, the lessons he has learned as an entrepreneur, and the future of the e-commerce landscape and fintech as a whole.



Episode Featured on:


The Wealth Exchange

The Wealth Exchange podcast provides insight, innovation, and access to the experts on a wide range of topics affecting affluent families across Canada. Join our team of hosts as they sit down with leaders and changemakers from around the globe to discuss investing, leadership, philanthropy, entrepreneurship, and more.


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Guest Bio


Chase Harmer

Chase Harmer is the CEO and visionary for PayCertify, a worldwide payments company that works with businesses in the e-commerce, healthcare and travel verticals, processing billions of dollars in transactions annually.

Having started in banking at the age of 19, Chase has built portfolios processing billions globally and created several patents through his two decades of experience. Chase Harmer is an opinion columnist for the CEOWORLD Magazine.



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 Market Commentary segment 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.