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PostedFebruary 6, 2020
Host Ethan Astaneh speaks with Jeff Ryan, Portfolio Manager of Nicola Wealth’s Sustainable Innovation Fund. Over the years, Nicola Wealth has received increasing interest from its clients to have more options to make purpose-driven investments. In many of these conversations, clients expressed a desire to invest directly into the companies and industries that are focused on renewable energy, clean technologies, as well as those operating sustainably.
In this episode, Ethan and Jeff explore what it means to make sustainable and innovative investments — specifically surrounding renewable energy, innovative transportation, water infrastructure, and clean technology. They discuss the benefits of investing in these spaces, current developments, and some of the advantages available to the companies and industries that adopt them.
Bloomberg New Energy Finance (BNEF)
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Jeff Ryan is the Portfolio Manager of Nicola Wealth’s Sustainable Innovation Fund. Jeff joined the Nicola Wealth Portfolio Management Team in October 2015 after playing the integral role of Portfolio Trader on our Investment Services Team. When joining Nicola Wealth in 2013, Jeff brought his experience working as an Associate for one of Canada’s major financial institutions.
For his full bio, visit: nicolawealth.local/Our-Team/Jeff-Ryan
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.com/Our-Team/Ethan-Astaneh
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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.