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

Lead Impact: Disrupting the Charitable Sector with Diana Zhang

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00:33:37

PostedNovember 25, 2021

Episode Summary

Diana Zhang is the CEO and Co-Founder of NeighborShare a rapidly growing direct giving platform that empowers communities to support families within their own communities in critical moments of need.

In this podcast Diana speaks with Senior Wealth Advisor Ron Haik about why she left a successful career in finance to pursue NeighborShare and has used venture philanthropy to run her charity, a model that is similar to how many tech startups operate and unique in the charitable sector. She shares what made her decide to pursue her charity full time, how she is using the venture capital model to disrupt the way charities fundraise and why it is so important to help communities support those in need.



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The Wealth Exchange

The Wealth Exchange podcast provides insight, innovation, and access to the experts on a wide range of topics affecting affluent families across Canada. Join our team of hosts as they sit down with leaders and changemakers from around the globe to discuss investing, leadership, philanthropy, entrepreneurship, and more.


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Guest Bio


Diana Zhang

Diana Zhang is the CEO and Co-Founder of Neighborshare, a rapidly-growing direct giving approach that empowers our communities’ frontline heroes to help families through critical moments of need of $400 or less.

Prior to Neighborshare, Diana spent 15 years in strategy and operations as an executive at Bridgewater Associates, a premier asset management firm with $150 billion AUM.

Outside of work, Diana is passionate about food and advocating on behalf of those who lack access to it. She serves on the Board of the Connecticut Food Bank / Foodshare.



About The Host - Ron Haik

Ron Haik is a Senior Financial Planner and the Ontario Regional Manager in the Nicola Wealth’s Toronto office, with 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.com/our-team/ron-haik



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 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.