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:

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Emmanuel Burguete

CLU®, CFP®


Position

Wealth Planning Associate


Emmanuel Burguete

CLU®, CFP®

Emmanuel uses his mathematics background and his passion for excellent client service to help simplify the complexity of wealth management.

Emmanuel spent the past three years working at a financial planning firm in Kitchener, Ontario. He graduated from the University of Waterloo with a Bachelor of Mathematics degree in honours Mathematical Economics. As a Chartered Life Underwriter® (CLU) professional, Emmanuel specializes in estate planning and life insurance. He is also a Certified Financial Planner® (CFP) and a member of Advocis, the oldest and largest voluntary professional membership association for financial advisers.

Outside the office, Emmanuel enjoys walking the Seawall, reading on the 4th Floor of the Vancouver Central Library, and discovering and dining at local restaurants.

Why Nicola Wealth?

“I chose to apply to Nicola Wealth to learn from the best advisors in the industry and to apply the knowledge I gained through the CFP/CLU programs on a regular basis.”


Question & Answers

  • Drink of choice?

    Any of the bottles in Hibiki’s age-statement collection.

  • If you could travel anywhere in the world, where would it be?

    Tokyo

  • Were you named after anyone

    My second name is Carlos. My father named me after Carlos P. Romulo – a Filipino diplomat and human rights advocate.

  • Best book to read on a long flight?

    What It Takes by Stephen A. Schwarzman