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PostedDecember 9, 2021
Building on their previous podcast about the Financial Lifecycle, Wealth Advisors Ethan Astaneh and Ron Haik focus on the topic of retirement. They break it down into three distinct areas; the go-go years, the slow-go years and the no-go years.
They discuss the practical implications for each phase, how to make sure you get the most and are prepared for each phase and the dialogue you should be having with your financial advisor.
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
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.