2024 Strategic Outlook

Embark on a journey of valuable insights with Nicola Wealth

Navigating Complexity: A Catalyst for Growth

Tuesday, March 26, 2024 | 5:30 - 9:00 PM PT
Fairmont Empress Hotel
721 Government Street, Victoria, BC V8W 1W5

Please note that registration for this event is now closed. We apologize for any inconvenience caused. Thank you for your interest, and we look forward to seeing you at future events.

Join us for an insightful evening that will shape your financial understanding for 2024. Nicola Wealth invites you to our annual Strategic Outlook Event, featuring a macroeconomic keynote and an engaging panel discussion with our asset management leaders.

Program

Macroeconomic Outlook
Keynote Address
Get ready for a deep dive into the global economy's intricacies. Gain insights and understand the factors influencing investment strategies in 2024.

Panel Discussion: Asset Management Perspectives for 2024
Featuring Nicola Wealth's Asset Management Leaders
Join a dynamic panel discussion between those leading Nicola Wealth’s key asset management verticals. Explore market forecasts, emerging trends, and investment opportunities that are top of mind.

Networking Reception
Connect with industry professionals, Nicola Wealth experts, and fellow attendees during the exclusive networking reception. Expand your network and gain fresh perspectives from the leaders in the field.

Don't miss this chance to hear from leaders at the forefront of financial strategy in 2024. Nicola Wealth's annual Strategic Market Outlook is your gateway to informed decisions and strategic planning through this year.

Limited spaces available. Secure your spot to ensure you’re informed. If you intend to bring a guest, please ensure they register in advance.

We look forward to seeing you there.

Registration is now closed.

Meet our Speakers

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Christopher Warner
Wealth Advisor | Client Relationship Manager

Chris brings over a decade of experience in financial advising, having worked across various sectors, including investment and wealth management, mortgage lending, small business banking, and insurance.

Before joining Nicola Wealth, Chris held senior advisory roles for over seven years at a specialty wealth management firm focused on planning for Canadian Physicians and their families. He is a Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), and Personal Financial Planner (PFP®). Additionally, Chris is recognized as a Fellow of the Canadian Securities Institute (FCSI®). View bio
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Rob Gareau
Wealth Advisor | Portfolio Manager 



Rob is a Wealth Advisor based in Victoria, B.C., and has been a part of the financial services industry since 2004, amassing extensive experience in various roles.

Bringing nearly 20 years of experience to his current role, Rob has been an Investment Counsellor, Portfolio Manager, and Director in the industry. In these roles, he has been client-facing, serving high-net-worth investors, trusts, and foundations with tailored financial advice to a diverse portfolio of private and public sector clients.

Rob is deeply engaged in the Victoria community. He serves as a Board Director with the Victoria Foundation and actively participates in the Foundation's Investment Committee and Impact Investing Committee. View bio
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Ben Jang
Portfolio Manager, Public Assets



Ben joined Nicola Wealth in September 2012, bringing extensive experience from multi-billion-dollar investment management firms with a focus on global equity, GTAA, and market neutral funds.

Ben holds a Bachelor of Science in Physics from the University of British Columbia and carries the CAIA, CIM, and DMS designations. Additionally, he is a member of the Vancouver chapter of the Professional Risk Managers’ International Association. View bio
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Simon Carlsen
Senior Director & Head, Mortgage Investments

Simon specializes in real estate debt investments at Nicola Wealth. With a background in mortgage banking and commercial real estate advisory, he manages our pooled mortgage funds and evaluates new investment opportunities while mitigating credit risk.

Simon's extensive experience includes roles with national and boutique mortgage lenders, providing conventional, high yield, and mezzanine real estate debt investments to institutional and private investors. View bio



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Shaun Blythen
Vice President, Acquisitions


Shaun joined Nicola Wealth in January 2016. Before becoming a part of our team, he contributed seven years to an appraisal firm in Downtown Vancouver.

In his appraisal role, Shaun handled diverse assignments related to commercial and residential properties. His expertise covered office buildings, retail complexes, development sites, single- and multi-family residential projects, assessment appeal negotiations, lease negotiations, and rental studies. Shaun is designated as an Accredited Appraiser (AACI). View bio



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