Outlook 2025: Defense by Design - Resilient Investing in Uncertain Times


Insights that Matter. Perspective You Can Trust.

As we move through 2025, investors are navigating a landscape shaped by shifting market dynamics, evolving policies and geopolitical uncertainty. In this environment, a well-defined strategy is essential.

Outlook 2025 features insights from Nicola Wealth’s professional asset management and planning teams to help you make informed decisions with clarity and confidence.

In this video, you’ll discover:

  • Key economic trends and geopolitical factors shaping the investment landscape
  • How Nicola Wealth is positioning portfolios to manage risk and seize opportunity
  • Updates and key considerations across real estate, private capital, and public assets 
  • Planning strategies around tax, philanthropy, and insurance in an evolving landscape 

Watch the full presentation below:


Explore the presentation summaries:

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Ready to see how today’s insights can shape your financial future? Connect with a Nicola Wealth advisor to explore personalized strategies.

Speakers

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John Nicola
Chairman, Chief Executive Officer & Chief Investment Officer

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Chris Nicola
President

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Mark Hannah
Executive Managing Director | Head of Real Estate

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David Sung
Vice Chairman & President of Institutional | Client Relationship Manager

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Rob Olsen
Head of Private Capital | Private Capital Investment Committee

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Ben Jang
Portfolio Manager

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Vanessa Flockton
President, Private Wealth | Client Relationship Manager

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