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 – Strategic Outlook 2022

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 discussed 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, featured presentations by John Nicola, Chairman & CEO, and Rob Edel, Chief Investment Officer, Bijal Patel, CFO and Head of Private Capital, and Mark Hannah, Managing Director, Nicola Wealth Real Estate. Our speakers each weighed in on the issues influencing today’s investing environment and how they impact their respective asset classes.

Watch the full webinar:

View the presentation slides:

Host Bio

David Sung

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.

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Presenter Bios

John Nicola, Chief Executive Officer & Chairman

John Nicola is the Chairman and CEO of Nicola Wealth. 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.

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Rob Edel, Chief Investment Officer

Rob Edel is the Chief Investment Officer at Nicola Wealth. Prior to joining the firm, 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.

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Bijal Patel, Chief Financial Officer

Bijal Patel is the Chief Financial Officer of Nicola Wealth. 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. He draws on his innovative, entrepreneurial mindset and expertise to assess, advance, and improve business practices to drive the firm’s development and growth strategies.

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Mark Hannah, Managing Director, Real Estate

As Managing Director, Real Estate, Mark Hannah 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.

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