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:

WEBINAR REPLAY – Do Well by Doing Good – Smarter, Tax-Effective Strategic Giving

Strategic giving involves the alignment of your long-term financial goals with your philanthropic aspirations. Before pursuing a charitable giving plan, it is important to understand the number of tax-effective strategies available to you.

If you have been making cash donations or are considering writing a cheque to your favourite cause or charity, especially if you’ve had a high-income year, there are effective tools you can implement to reduce your taxable income and ensure the greatest impact on your cause and your financial future. Hosts Ron Haik and Rick Goossen share their smarter, tax-effective giving strategies with you, and answer viewer questions in this informative presentation.

Watch the full webinar below:

Do Well by Doing Good – Smarter, Tax Effective Strategic Giving from Nicola Wealth

Presenter Bios

Ron Haik

Ron is a Senior Financial Advisor 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.

For his full bio visit:

Rick Goossen

Rick is a member of Nicola Wealth’s Business Development team. He brings with him an extensive background in the finance and legal industries, including five years in Hong Kong with the largest law firm and a merchant bank.

For his full bio visit: