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?
Som Seif is the Founder and Chief Executive Officer of Purpose, which he formed following the sale of Claymore Investments to BlackRock Inc. in March 2012. He is also the Co-Founder of WealthSimple Technologies Inc. Prior to Claymore Investments, Som was an investment banker with RBC Capital Markets. He has a strong commitment to community and is currently a member of the AGO Foundation Board, Next Canada Board, and the University of Torontos Pre-Campaign Committee, as well as its Mechanical and Industrial Engineering Advisory Committee.
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:
Business News Network’s show “Business Day: AM” speaks with NWM’s president, David Sung, about advanced portfolio building strategies for high net worth and ultra-high net worth families. The discussion focuses on diversifying beyond publicly traded stocks and bonds by investing in asset classes such as mortgages, hard asset real estate, and private equity.