Episode Summary
Investing Matters is a segment of the Wealth Exchange podcast hosted by Ethan Astaneh. In this segment, Ethan discusses planning topics, market commentary, general investing, and education on Nicola Wealth’s unique pool of funds with an array of featured guests.
Host Ethan Astaneh speaks with Dan Wurtele and Ryan Dash, partners at The Vancouver Life Real Estate Group. Dan and Ryan lead a team of award-winning real estate advisors to help their clients navigate the complexities of the Vancouver real estate market.
In today's discussion, Dan and Ryan discuss some of the most timely issues affecting the Vancouver real estate market. They provide an overview of the real estate market and how investments have performed in the various segments, why the Vancouver market differs from the Toronto Market, and share some salient advice for first-time home buyers.
Episode Featured on:
The Wealth Exchange
The Wealth Exchange podcast provides insight, innovation, and access to the experts on a wide range of topics affecting affluent families across Canada. Join our team of hosts as they sit down with leaders and changemakers from around the globe to discuss investing, leadership, philanthropy, entrepreneurship, and more.
Guest Bio
Dan Wurtele, PREC, REIA
A top 2% agent and Medallion Award Winner for 2019, 2020 & 2021, as well as Oakwyn Realty’s ‘Break Out Agent’ for 2019, Dan Wurtele is an owner, investor and Realtor that has experienced all sides of Real Estate and thrives on combining market knowledge, investment know-how, innovative marketing and exceptional client experience to deliver on each of your goals.
Specializing in residential properties, Dan dedicates his services to first time homebuyers, families looking to scale up or down, sophisticated investors and people wanting to work with a comprehensive, results-oriented Realtor.
As an Accredited Real Estate Investment Advisor (REIA) Dan takes pride in helping people achieve their financial goals by matching them with cash-flowing investment properties that obtain the desired results.
Ryan Dash, PREC, BA
Born and raised in Vancouver, Ryan has strong roots and exceptional knowledge of the city and its surrounding neighborhoods. Ryan is also an award-winning Real Estate professional, winning Oakwyn Realty’s 2018 Break Out Agent of the year. Spending nearly a decade as a senior construction & development project manager before becoming a Realtor, Ryan brings a wealth of real estate experience to the table. He understands quality home building, the power of the right investment and the value of long-term relationships. Ryan and his family are proud homeowners and live in the heart of Vancouver’s beloved False Creek neighborhood.
About the Host - Ethan Astaneh
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. Ethan is also the host for the Lead Impact and Market Commentary segments of the Wealth Exchange podcast.
For his full bio, visit: www.nicolawealth.com/our-team/ethan-astaneh
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 Nicola Wealth 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. Past performance is not indicative of future results. All investments contain risk and may gain or lose value. Returns are net of fund expenses charged to date. This is not a sales solicitation. This investment is generally intended for tax residents of Canada who are accredited investors. Some residency restrictions may apply. Please read the relevant documentation for additional details and important disclosure information, including terms of redemption and limited liquidity. Please speak to your Nicola Wealth advisor for advice based on your unique circumstances. The Nicola Core Composite returns represent the total returns of Cdn. dollar denominated accounts of all fee-paying portfolios with a Nicola Core mandate. The composite includes clients who are both fully discretionary and nondiscretionary. Historical net of fee composite performance returns are calculated using individual realized time-weighted client returns net of fees and is presented before tax. The Nicola Wealth inclusion policy is based on clients’ weights at calendar month end. The composite returns are asset-weighted based upon ending monthly market value. The Nicola Core mandate may change throughout time. Additional information regarding policies for calculating and reporting returns is available upon request. The composite returns presented represent past performance and is not a reliable indicator of future results, which may vary. Nicola Wealth is registered as a Portfolio Manager, Exempt Market Dealer and Investment Fund Manager with the required provincial securities commissions. At the time of recording, the following securities are held by Nicola Wealth: Apple. Mention of these securities is not a recommendation to buy or to sell.
