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.
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PostedJune 22, 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.
With so many Canadians facing an important financial decision that will impact their lives for decades to come, it is essential to understand the critical aspects of the real estate market before taking the plunge into home ownership.
John Nicola, Nicola Wealth Chairman and Chief Executive Officer, joins Investing Matters host Ethan Astaneh to unpack what is happening in the Canadian real estate market. They discuss local and international markets, how real estate has performed relative to other asset classes, and finish by providing guidance on how a new entrant may approach home ownership given the unaffordability crisis.
In this episode, John references graphs to illustrate his points, while these graphs are explained in detail and are not necessary to understand the podcast, they are included below for your convenience.
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
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: www.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 Nicola Wealth 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. Past performance is not indicative of future results. All investments contain risk and may gain or lose value. Returns are net of fund expenses charged to date. This is not a sales solicitation. This investment is generally intended for tax residents of Canada who are accredited investors. Some residency restrictions may apply. Please read the relevant documentation for additional details and important disclosure information, including terms of redemption and limited liquidity. Please speak to your Nicola Wealth advisor for advice based on your unique circumstances. The Nicola Core Composite returns represent the total returns of Cdn. dollar denominated accounts of all fee-paying portfolios with a Nicola Core mandate. The composite includes clients who are both fully discretionary and nondiscretionary. Historical net of fee composite performance returns are calculated using individual realized time-weighted client returns net of fees and is presented before tax. The Nicola Wealth inclusion policy is based on clients’ weights at calendar month end. The composite returns are asset-weighted based upon ending monthly market value. The Nicola Core mandate may change throughout time. Additional information regarding policies for calculating and reporting returns is available upon request. The composite returns presented represent past performance and is not a reliable indicator of future results, which may vary. Nicola Wealth is registered as a Portfolio Manager, Exempt Market Dealer and Investment Fund Manager with the required provincial securities commissions. At the time of recording, the following securities are held by Nicola Wealth: Apple. Mention of these securities is not a recommendation to buy or to sell.