PostedAugust 21, 2019
Host Ethan Astaneh, and Nicola Wealth Portfolio Manager Russil Lea explore investing in precious metals — a timely discussion as there has recently been an increase in discussions about gold and the price of gold.
Russil explains what you need to know about precious metals, which factors have led to the current performance of gold, which circumstances indicate that gold will do well, the risks associated with gold, whether or not gold takes center stage above other precious metals, and whether or not you should consider putting a significant portion of your wealth into precious metals.
“Paradigm Shifts” by Ray Dalio
Russil joined Nicola Wealth in 2004. A dedicated student of Finance, Russil brings with him over a decade of experience working in the mutual fund and institutional management industries holding positions in risk management, quantitative research, and equities analysis.
Russil graduated from UBC with a Bachelor of Commerce degree and holds a CFA designation.
For his full bio, visit: www.nicolawealth.local/our-team/russil-lea
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.
For his full bio, visit: nicolawealth.local/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 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.