Discover Nicola Wealth: An Evening Together
Join us as we introduce you to our team in Toronto and share the integrated approach to wealth management that has contributed to Nicola Wealth’s notable growth and client satisfaction.
Join us on October 19th for Discover Nicola Wealth: An Evening Together. This event is an exclusive opportunity to hear directly from our asset managers on their investment strategies and their role in building client portfolios.
During the receptions, join members of our in-house asset management team in the lounge. Take this opportunity to ask these specialists your portfolio management questions. Additionally, there will be a meet and greet opportunity with several asset management team members in attendance, allowing you to engage in meaningful discussions and gain valuable insights.
We look forward to sharing how Nicola Wealth is setting new standards in private wealth management and how our integrated approach looks to help you achieve your financial aspirations.
The Evening's Program
Register Now- Welcome ReceptionWine and hors d'oeuvres to be served.
- Opening RemarksDavid Sung, President | Client Relationship Manager
- Macroeconomic Overview, Public Assets, and Investment PhilosophyJohn Nicola, CEO and Chief Investment Officer
- Introduction to Private CapitalBijal Patel, CFO and Head of Private Capital
- Nicola Wealth Real EstateRon Bastin, Vice President, Acquisitions
- Closing RemarksDanielle Skipp, Managing Director, Ontario
- Evening ReceptionWine and hors d'oeuvres to be served.
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