Do you have a financial strategy for weathering this global pandemic? Are you confident in your financial plan? If the answer isn’t yes, things just got a lot worse, as in today’s COVID-19 environment, investors need to seek out a non-traditional approach to reach their financial goals.
While we might not have seen the COVID-19 pandemic coming, we all knew that the bull market would end. It was just a question of timing, the cause, and having a strategy in place to deal with it. This informative session for lawyers illustrates the importance of a comprehensive financial plan and shares the most effective financial strategies for the current economic climate.
Join us on August 27 to learn five key takeaways to help you thrive financially in this new reality.
Thursday, August 27th
9:00 am PST / 12:00 pm EST | Presentation and Q&A
Ron Haik is a Senior Financial Planner in the firm’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.
View his full bio here: https://nicolawealth.com/our-team/ron-haik/
Rick Goossen is a member of Nicola Wealth’s Business Development team. He brings with him an extensive background in the finance and legal industries, including spending five years in Hong Kong with Hong Kong’s largest law firm and a merchant bank.
View his full bio here: https://nicolawealth.com/our-team/rick-goossen/