Vancouver 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

Tuesday, February 21st, 2023 | 5:30 - 8:30 pm
Vancouver Convention Centre West
1055 Canada Place, Vancouver, BC V6C 0C3

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 President | Client Relationship Manager, David Sung, will feature presentations by Chairman & CEO John Nicola, CIO Rob Edel, 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

David Sung
President | Client Relationship Manager

 

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.

 

In addition to working directly with some of the firm’s high net worth clients, David is an active participant in the Nicola Wealth’s portfolio management group, and sits on the firm’s Investment Review Board (IRB), the Real Estate division’s Investment Review Committee (IRC), and the Private Assets Investment Review Committee (IRC).

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

Rob Edel
Chief Investment Officer

 

Before joining Nicola Wealth, 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.

 

Previous to that, he spent seven years working for the Treasury Department of a Major Canadian Chartered Bank, splitting his time between Vancouver and Toronto. Rob has completed his CFA and is a member of the Association for Investment Management and Research (AIMR).
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