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PostedDecember 31, 2020
Host Ron Haik is joined by Nicola Wealth Financial Advisor Jordan Rose and Portfolio Manager Kazuki Nohdomi as they look into Private Equity as an asset class. They also discuss our unique approach to this asset class including what it is, how it works and why it has become a key differentiator.
Kazuki joined Nicola Wealth in 2012 as a Portfolio Manager with over ten years of experience in investment management, including six years as an international equity research analyst and portfolio manager at TIAA in New York, one of the largest institutional investment managers in the US.
For his full bio, visit: https://nicolawealth.com/our-team/kazuki-nohdomi
Jordan Rose is a Financial Advisor in the firm’s Toronto office, where he thrives on helping clients achieve success through holistic planning.
Jordan helps clients see why and how they can achieve their goals successfully through effective communication and creating tangible steps. He holds a Bachelor of Science Degree in Business Administration and has achieved his CIM, CSC, AIS and PMT designations.
For his full bio, visit: https://nicolawealth.com/our-team/jordan-rose
Ron Haik is a Senior Financial Advisor at Nicola Wealth — and host of The Wealth Exchange Podcast. Working in the firm’s Toronto office, Ron has 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.local/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.