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:


Lead Impact: It’s Better to Be Lucky Than Smart with Johnathan More

Episode is loading...

PostedMarch 28, 2022

Episode Summary

CEO of Starr Peak Mining Johnathan More sits down with Senior Wealth Advisor, Ron Haik, to share how he transitioned from a role as an investment advisor to the CEO of multiple world-class companies. Johnathan discusses the importance of finding solid management, trusting in your team, and having just a little bit of luck when building a successful company.

Mentioned in this episode

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.

Available on:

Guest Bio

Johnathan More

Johnathan has over 25 years of experience in North American and European capital markets, focused on the natural resource industry. He has a history of achievement from his years with Canaccord Capital. In August 2008, he retired from Canaccord Capital as an investment advisor to apply his experience and contacts to the public company sector.

Jonathan first found his interest in the precious metals industry through his Canadian upbringing. He began investing in the Canadian precious metals market and later got lucky in an oil and gas transaction. He has since parlayed knowledge, persistence, luck and surrounding himself with top talent in the mining industry, and continues to grow his success.

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:


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.