PostedJuly 15, 2021
As a person hits the different phases of life, their financial needs change. In this episode, Senior Financial Advisor Ron Haik and Financial Advisor Ethan Astaneh walk through the different phases of the financial life cycle. They discuss what to consider, where you should be at and what comes next at each stage.
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
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
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