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: Improving Financial Literacy in Underserved Communities with Myles Gage

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00:21:23

PostedOctober 27, 2022

Episode Summary

While access to financial education represents just one facet of economic development, it is an essential objective as it equips us with the proper tools and confidence to make informed financial decisions. Financial literacy can empower communities, and though it may be growing, there is still much work to be done in making it accessible for underserved communities.

In this episode, Ron Haik sits down with Myles Gage, financial literacy advocate and co-founder of Rapunzl. Myles shares why he embarked on a mission to provide underserved communities with barrier-free access to financial education and how exactly their app helps to overcome the roadblocks that prohibit many from understanding investing: fear, exposure, and accessibility.  



Episode Featured on:


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


Myles Gage

Myles Gage is the Co-founder and Chief Marketing Officer of Rapunzl Investments, a mobile application that allows individuals to simulate stock portfolios for utilizing real-time market data. Myles has been an advocate for encouraging young people to invest in the stock market given his exposure to learning about it in elementary school where he won stock trading competitions and even got to hold Warren Buffet’s wallet once.



About The Host - Ron Haik

Ron Haik is a Wealth Advisor in 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.