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PostedMarch 7, 2019
In this episode of The Wealth Exchange, host, Mark Therriault, introduces a new series where we dive into individual asset classes to help provide a better understanding of what happens behind the scenes into why and how we invest in each of the Nicola Wealth funds.
So, to kick things off, Mark interviews Sean Oye, Portfolio Manager of the Nicola Global Equity Fund. They have a great conversation about the fund, including a dive into what the fund is, the strategy behind it and the global markets that influence returns.
Nicola Global Equity Fund
Sean is a Portfolio Manager at Nicola Wealth. He primarily spends most of his time actively engaged in analyzing both Canadian & U.S. equities; he is also the co-manager and trader of two of our Nicola Wealth Funds that extensively use derivative strategies.
He brings with him over 20 years experience working in the mutual fund, insurance, and banking industries; he also has experience working in the technology field as a technical analyst. Sean graduated with a Bachelor of Commerce Degree (honours) from Thompson Rivers University and also holds both the CFP and CFA designations.
For his full bio, visit: nicolawealth.local/our-team/sean-oye
Mark is the Financial Advisor and partner of Nicola Wealth Management — and your host for The Wealth Management podcast.
As a member of the Nicola Wealth Planning Team since 2006, Mark has become his clients’ trusted advisor. He prides himself on providing an exceptional experience to his clients while quarterbacking their financial affairs.
Mark earned his Bachelor’s degree in Economics with a minor in Finance from the University of Calgary. He went on to secure his CFP designation and also completed the CIM, CSC, the B.C. Life Insurance License.
For his full bio, visit: nicolawealth.com/our-team/mark-therriault
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.