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: The Value of Advice

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PostedAugust 12, 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.

The price of Financial Advice can vary greatly across the many offerings. But what are you actually paying for and how is that price determined? Host Ethan Astaneh sits down with Kyle Westhaver, Financial Advisor and Investment Manager to unpack what is the true value of financial advice, both tangible and intangible. 

They discuss the different types of advice, that not all services are an apples-to-apples comparison and they walk through the value an integrated planning firm can provide.



Episode Featured on:


The Wealth Exchange Extended Disclaimer

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


Kyle Westhaver

As a member of the Nicola Wealth Planning Team in Toronto, Kyle leads business owners, high net worth individuals, and affluent families through an integrated wealth planning process. He helps his clients to understand the complexities of their current situation in order to effectively uncover opportunities and potential challenges ahead.

Kyle began working with entrepreneurs of private owner-managed companies in 2009, gaining broad technical knowledge in investment management, taxation, financial planning, and estate planning. He specializes in building financial plans that ensure client risk exposure is consistent with their goals, and is committed to the philosophy that families require an institutional approach to investment management that involves more than a typical asset allocation of stocks and bonds.

For his full bio, visit: For his full bio, visit: NicolaWealth.com/Our–Team/Kyle-Westhaver



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: 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 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.