Toronto Strategic Outlook 2023

Nicola Wealth’s in house professionals share our strategy, what we expect this year and why we continue to believe in diversification beyond stocks and bonds amidst market volatility.

Finding Alpha

Thursday, February 23rd, 2023 | 5:30 - 8:30 pm 
Four Seasons Hotel
60 Yorkville Ave, Toronto, ON M4W 0A4

2022 was turbulent for investors, especially those with a traditional stocks and bonds portfolio, who were hit particularly hard by the year’s headwinds. With rampant inflation, Russia’s invasion of Ukraine, aggressive central bank tightening, and China’s lockdowns driving volatility, global economies have been grappling with rapid adjustments in interest rates, sentiment and valuations. However, while fears of recession loom, there may be some silver linings ahead for agile investors.

 

The Nicola Wealth Strategic Outlook 2023, hosted by Managing Director, Ontario & Chief Legal Officer, Danielle Skipp, will feature presentations by Chairman & CEO John Nicola, Portfolio Manager, Ben Jang, CFO & Head of Private Capital Bijal Patel, and Managing Director, Real Estate Mark Hannah. Each professional will share their perspectives on the trends shaping today’s investing environment, and how these developments may impact investors and asset classes over the coming year. 

Registration is now closed.
Thank you for your interest in this event. Please check back for a recording of this presentation.

Meet our Speakers

Image 1

Danielle Skipp
Managing Director, Ontario & Chief Legal Officer

 

In her dual role of Managing Director, Ontario and Chief Legal Officer at Nicola Wealth, Danielle contributes to the identification, development, and execution of Nicola Wealth’s strategic initiatives including the firm’s ongoing national expansion strategy. Prior to joining Nicola Wealth, Danielle worked for the Canadian Banking Association, CIBC, UBS and two private asset management companies navigating legal, regulatory and operational issues increasingly focused on digital innovation.

 

Danielle graduated from the University of British Columbia with her LL.B and is called to the bar in both British Columbia and Ontario. 
Image 2

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.   


Among many accolades, John has been selected as the winner of the Ernst & Young Entrepreneur of the Year (Financial and Professional Services in the Pacific Region), and most recently, he was recognized as one of Canada’s Most Admired CEO’s.

Link to bio

Image 1

Ben Jang
Portfolio Manager

 

Ben joined Nicola Wealth in September 2012 with extensive experience working for several multi-billion dollar investment management firms focusing on global equity, GTAA and market neutral funds. Before joining the firm, he was on the institutional portfolio management team of a Vancouver-based firm and was responsible for quantitative strategies and optimization of portfolios.

Ben holds a Bachelor of Science in Physics from the University of British Columbia, as well as the CAIA, CIM and DMS designations. He is an active member of the Vancouver chapter of the Professional Risk Managers’ International Association and sits on the events committee.

Image 2

Mark Hannah
Managing Director, Nicola Wealth Real Estate

 

A commercial real estate veteran, Mark launched his career 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. This includes serving as Avison Young Commercial Real Estate’s Managing Director of the Vancouver office.
Image 1

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.

Link to bio
Image 2