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:

Strategic Outlook 2022

Tue, March 1, 2022
11:00 AM PST / 2:00 PM EST

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About the Event

Undoubtedly, if 2022 has presented us with one thing, it’s uncertainty. With record inflation and rising interest rates, geopolitical unrest, and a seemingly never-ending global pandemic, the new year prompts investors to ask, what lies ahead?  As advocates for understanding and planning, we will discuss the full economic and investing environment, the trends we can anticipate, and the strategies investors may deploy to prepare and weather the year ahead.

The Nicola Wealth Strategic Outlook, hosted by President David Sung, will feature presentations by John Nicola, Chairman & CEO, and Rob Edel, Chief Investment Officer. In this iteration of this annual event, we are pleased to announce additional insights from Bijal Patel, CFO and Head of Private Capital, and Mark Hannah, Managing Director, Nicola Wealth Real Estate. Our speakers will each weigh in on the issues influencing today’s investing environment and how they impact their respective asset classes.

Join us on March 1st for access to our in-house experts and have the opportunity to ask your timely questions in our live and interactive Q&A session.

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Speakers

David Sung - Host

President | Client Relationship Manager

As President of Nicola Wealth, David helps lead the company in its commitment to achieving unsurpassed client satisfaction through the delivery of the highest quality investment management and financial planning services for business owners, corporate executives, foundations and other individuals or entities of substantial income and/or assets.

In addition to working directly with some of the firm’s high net worth clients, David is an active participant in the firm’s portfolio management group, and sits on the firm’s Investment Review Board (IRB), the Real Estate division’s Investment Review Committee (IRC), and the Private Assets Investment Review Committee (IRC).

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Bijal Patel

Chief Financial Officer & Head of Private Capital

As CFO, Bijal draws on his innovative, entrepreneurial mindset and expertise to assess, advance, and improve business practices to drive the firm’s development and growth strategies.

Bringing over 22 years of experience in the financial services industry, Bijal previously held roles at leading financial firms including SVP and CFO – Retail and Wealth Management, SVP Mortgages and Lending, and EVP Products.

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John Nicola

Chief Executive Officer & Chairman

A veteran of the financial services industry since 1974, John provides strategic leadership to Nicola Wealth, exercising his passion for providing innovative solutions to clients’ complex problems.

His areas of expertise include investment management, estate and financial planning, as well as business planning with a focus on best practices for wealth building, exit strategies, and shareholder agreements.

In 2011, John was selected as the winner of the Ernst & Young Entrepreneur of the Year (Financial and Professional Services in the Pacific Region), in 2015 John was named the Winner of Business In Vancouver’s BC CEO of the Year Award – Small-Medium Private Company, and most recently, John was recognized as one of Canada’s Most Admired CEOs.

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Mark Hannah

Managing Director, Nicola Wealth Real Estate

Mark is responsible for the 3 Real Estate Funds at Nicola Wealth. He started in commercial real estate in 1981 and has over 40 years’ experience in the brokerage industry. In 1994, he helped establish the Vancouver office of Avison Young Commercial Real Estate, an employee-owned company that has now grown significantly to a worldwide commercial brokerage company.

Mark has extensive experience in sales and leasing of commercial real estate and served as the company’s Managing Director of the Vancouver office. This experience has proven invaluable in his current role at Nicola Wealth.

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Rob Edel

Chief Investment Officer

Before joining Nicola Wealth, Rob spent nine years working for one of Canada’s largest money managers and, most recently, as a Portfolio Manager responsible for managing U.S. equities for the firm’s high net worth clients.

Previous to that, he spent seven years working for the Treasury Department of a Major Canadian Chartered Bank, splitting his time between Vancouver and Toronto. Rob has completed his CFA and is a member of the Association for Investment Management and Research (AIMR).

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