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

Market Commentary: U.S. Tax Reform and Changes in the Canadian Market

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00:19:56

PostedJune 7, 2018

Episode Summary

Today on The Wealth Exchange, Mark sits down to talk with Nicola Wealth’s Chief Investment Officer — Rob Edel — once again, to discuss his monthly market commentary.

This episode Mark and Rob talk about tax reform in the U.S., capital investments in the U.S., why the Canadian market outperformed the U.S. market this month, and equity evaluations. Rob also talks about his expectations of where he sees the U.S. dollar headed, his outlook on European markets and companies, and oil prices driving up Canada’s economy.

Today’s conversation is a fascinating one so tune in to find out more!



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Guest Bio


Rob Edel

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.com/our-team/rob-edel



About The Host - Mark Therriault

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.com/our-team/mark-therriault



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.