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PostedOctober 23, 2019
Host Ethan Astaneh, Nicola Wealth Financial Advisor, speaks with Chief Investment Officer Rob Edel to provide a market commentary on Q3 2019.
Rob provides a market update and discusses factors that are impacting markets leading to slowing global growth, including the continuing trade war, the upcoming U.S. election and the policy uncertainty that comes along with that outcome.
Rob is the Chief Investment Officer at Nicola Wealth Management.
Before joining the team at Nicola, Rob spent 9 years working for one of Canada’s largest money managers and — most recently — as a Portfolio Manager responsible for managing U.S. equities for the firm’s high net worth clients. Previous to that, he spent seven years working for the Treasury Department of a Major Canadian Chartered Bank, splitting his time between Vancouver and Toronto. Rob has completed his CFA and is a member of the Association for Investment Management and Research (AIMR).
For his full bio, visit: nicolawealth.local/Our-Team/Rob-Edel
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.local/Our-Team/Ethan-Astaneh
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.