Dear Alumni,
Wealth isn’t just about growth, it’s about safeguarding your assets. Join us for an insightful seminar where Derrick Abraham and Ron Haik, Wealth Advisors from Nicola Wealth, break down the current economic landscape and its impact on businesses and individuals. This session will cover:
- Why major pension plans, including one that all Canadians are already invested in, look beyond stocks and bonds.
- How geopolitical uncertainty can affect your investment portfolio.
- The potential impact of inflation, tariffs, and interest rate changes on your financial goals.
- Advanced tax planning strategies beyond RRSPs and TFSAs to help optimize your wealth.
Understanding inflation, interest rates, and tax legislation is essential to safeguarding and growing your wealth. Gain practical insights and actionable strategies to navigate today’s challenges with confidence.
Presenters
Derrick Abraham (Schulich)
Derrick is a Wealth Advisor | Portfolio Manager at Nicola Wealth in Toronto, where he serves high-net-worth clients by offering invaluable financial guidance, managing risks, and fostering meaningful relationships.
Ron Haik (Schulich)
Ron Haik is a Wealth Advisor | Client Relationship Manager with over 20 years of experience in the financial services industry. He has gained a breadth of experience working with some of the world’s largest financial institutions advising clients in a variety of roles, such as Financial Planner and Investment Advisor, in the areas of domestic and offshore planning for the high-net-worth segment.
Agenda
6 pm : Networking
7 pm : Keynote Speaker + Q&A
8-9 pm : Networking
We encourage you to send in any questions that matter to you in advance for a fruitful dialogue – addressing topics and concerns that matter to you. If you wish to submit any questions in advance – you may send this directly to Ron and Derrick at: rhaik@nicolawealth.com and/or dabraham@nicolawealth.com.
Register: here
Drinks and Food will be offered by our Presenter : Nicola Wealth
Looking forward to meeting you all.
Bruno Lebeault
ESCP Alumni Delegate for North America
