The content of this site is intended for U.S. residents. Please note that Nicola Wealth investment funds are generally not offered to U.S. residents at the present time. As such, the contents of this website should not be construed as an offer of any of Nicola Wealth’s investment funds to U.S. residents. Any information, statement or opinion set forth herein is general in nature, is not directed to or based on the financial situation or needs of any particular investor, and does not constitute, and should not be construed as, investment advice, forecast of future events, a guarantee of future results, or a recommendation with respect to any particular security or investment strategy or type of retirement account. Investors seeking financial advice regarding the appropriateness of investing in any securities or investment strategies should consult their financial professional.
Are you an accredited U.S. investor?
PostedMay 14, 2018
Welcome to The Wealth Exchange — the podcast that focuses on addressing the issues affluent families across Canada face everyday — from buying a vacation home to selling your business, and tax planning to philanthropy. Your host is Mark Therriault, the Financial Advisor and partner of Nicola Wealth Management.
This episode, Mark has a great conversation with Nicola’s Chief Investment Officer, Rob Edel. Mark and Rob dive right into his monthly market commentary, discussing ‘the Trump factor’; where he sees headwinds in regards to both the Canadian and the U.S. economy; and current events such as Facebook correction, marijuana stocks, and cryptocurrency. Rob also talks about what is driving the change of short term and long term interest rates, what he looks for when looking at a company to invest in, as well as his thoughts on NAFTA and the looming possibility of a future trade war.
Nicola’s Strategic Outlook Seminars
The Four: The Hidden DNA of Amazon, Apple, Facebook, and Google, by Scott Galloway
Mark is the Financial Advisor and partner of Nicola Wealth Management — and your host for The Wealth Management podcast. As a member of the NWM Planning Team since 2006, Mark has become his clients’ trusted advisor. He prides himself on providing an exceptional experience to his clients while quarterbacking their financial affairs. Mark earned his Bachelor’s degree in Economics with a minor in Finance from the University of Calgary. He went on to secure his CFP designation and also completed the CIM, CSC, the B.C. Life Insurance License.
For his full bio, visit: nicolawealth.local/our-team/mark-therriault
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.