In this two part series, host Mark Therriault speaks with Portfolio Manager Simon Carlsen about investing in Commercial Mortgages as an asset class and how it has been affected by the COVID-19 pandemic. 

In part two, they discuss how the first six weeks of lockdown have been on this asset class, how loan repayment has been the last two months and what Simon sees for the near and long term future. 

For More Information on this Week’s Episode, Visit:

www.NicolaWealth.com/Category/Podcasts

In this two part series, host Mark Therriault speaks with Portfolio Manager Simon Carlsen about investing in Commercial Mortgages as an asset class. 

In part one, they go into the inner workings of how the mortgage pools work, what types of loans are involved and how cashflow is generated from this asset class. 

For More Information on this Week’s Episode, Visit:

www.NicolaWealth.com/Category/Podcasts

Rob Edel, Chief Investment Officer at Nicola Wealth, provides a Market Commentary with host Ethan Astaneh. Together, they look back at Q1 2020 and the journey the markets have taken this past quarter.

They discuss why and how the markets fell so quickly, the specific challenges facing the oil and energy sector and what this means for the upcoming US election. They also cover the global economic recovery and what that will ensue.

For More Information on this Week’s Episode, Visit:

www.NicolaWealth.com/Category/Podcasts

As the markets fluctuate and many lose their jobs, one's relationship with money comes to the forefront. Host Mark Therriault speaks with Chantel Chapman, founder of What the Finances and Co-Founder of Trauma of Money about her approach to mindful money management, a mix between psychology and financial literacy helping improve clients' relationships with their finances in a deeper way.

They discuss Chantel's journey as an entrepreneur and what mindful money guidance really is, including the impact of past money experiences, the six pillars that play into one's relationship with money and how addressing those paired with financial literacy can change how you live your life. 

For More Information on this Week’s Episode, Visit:

www.NicolaWealth.com/Category/Podcasts

The COVID-19 pandemic has created the most volatile global equity markets in history. So what does this environment mean for real estate as an asset class? 

Nicola Wealth Director of Real Estate Mark Hannah and Director of Acquisitions Alex Messina join host and Financial Advisor Mark Therriault to discuss what they are seeing in the marketplace, what are the opportunities and headwinds they see coming and what they expect to see in the future.

For More Information on this Week’s Episode, Visit:

www.NicolaWealth.com/Category/Podcasts

With the number of cases increasing daily, will we ever find a solution? Host Ethan Astaneh, speaks with Dr. Gary Wong and Dr. Rob Kozak about the process, the challenges and the journey to creating a vaccine for COVID-19.

Dr. Kozak is a Clinical Microbiologist working out of Sunnybrook in Toronto. It was his team that isolated the COVID-19 virus, making the vaccine possible. Dr. Wong is a Virologist and faculty member of Infectious Disease Research at the University of Laval. He’s currently in China where he traveled to work on the frontlines, running a testing centre near Hubei, while studying the virus.

Focused on COVID-19 now, both worked on the team that developed the Ebola vaccine and provide a unique perspective on creating a vaccine in the midst of a pandemic. 

For More Information on this Week’s Episode, Visit:

www.NicolaWealth.com/Category/Podcasts

Disclaimer:

This presentation contains the current opinions of the presenter and such opinions are subject to change without notice. This material is distributed for informational purposes only and is not intended to provide legal, accounting, tax or specific investment advice. Please speak to your NWM advisor regarding your unique situation. Forecasts, estimates, and certain information contained herein are based upon proprietary research and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. NWM Fund returns are quoted net of fund-level expenses. Past performance is not indicative of future results. All investments contain risk and may gain or lose value. Projected returns are estimates only. Returns are not guaranteed. NWM is registered as a Portfolio Manager, Exempt Market Dealer and Investment Fund Manager with the required provincial securities’ commissions in Canada.

Host Mark Therriault speaks with Nicola Wealth CEO John Nicola, and Chief Investment Officer, Rob Edel about the COVID-19 Coronavirus and look at how it’s currently impacting the global economy and markets.

They discuss their predictions for the future, possible opportunities, what investors can do to protect themselves going forward, and much more.

For More Information on this Week’s Episode, Visit:

www.NicolaWealth.com/Category/Podcasts

Disclaimer:

This presentation contains the current opinions of the presenter and such opinions are subject to change without notice. This material is distributed for informational purposes only and is not intended to provide legal, accounting, tax or specific investment advice. Please speak to your NWM advisor regarding your unique situation. Forecasts, estimates, and certain information contained herein are based upon proprietary research and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. NWM Fund returns are quoted net of fund-level expenses. Past performance is not indicative of future results. All investments contain risk and may gain or lose value. Projected returns are estimates only. Returns are not guaranteed. NWM is registered as a Portfolio Manager, Exempt Market Dealer and Investment Fund Manager with the required provincial securities’ commissions in Canada.

Host Ethan Astaneh, sits down with Dalya Israel, Executive Director of WAVAW Rape Crisis Center. They share an eye-opening discussion around her own journey, how WAVAW aids survivors, her thoughts on social movements (such as the #MeToo movement), the biases she witnesses that are embedded in society, and how WAVAW and everyday people are making a broader social impact.

WAVAW not only supports survivors of sexual violence but strives to shift society as a whole and create a future free from sexualized violence all-together. They provide support services for survivors such as one-on-one counseling and support groups, supporting them through navigating the medical and legal system, as well as providing a 24-hour crisis and information line. Through their work in advocating for social and systemic change, they also train teachers and provide high school and post-secondary workshops.

For More Information on this Week’s Episode, Visit:

www.NicolaWealth.com/Category/Podcasts

Show Summary:

Ron Haik, Nicola Wealth’s Ontario Regional Manager, speaks with Rob Wildeboer, Executive Chairman and Co-Founder of Martinrea International Inc., a global auto parts supplier with over 12,000 employees in the United States, Canada, Mexico, Brazil, Europe, and China.

In this episode, Ron and Rob cover a number of topics related to entrepreneurship. They discuss why he built the organization, how he built it, and the core values that have allowed Martinrea to succeed.

Rob also shares how they maintain a shared vision with their international teams, the key players that have influenced his career as an entrepreneur, and the key traits that make up a successful entrepreneur.

Key Takeaways:

[:28] About today’s episode.

[1:31] Rob tells the story of how he got started in the automobile parts industry as an entrepreneur.

[4:30] What continues to inspire and motivate Rob as an entrepreneur?

[5:45] Rob highlights some of the core values that allow Martinrea to succeed.

[7:49] How do they maintain a shared vision with their international team?

[10:50] Rob speaks about some of his mentors and the key players that have influenced his career.

[12:56] Rob speaks about the importance of maintaining relationships within your profession.

[15:07] How does Rob handle challenges?

[16:54] How Rob focuses and recharges when life and work get busy!

[19:50] Rob gives his advice for entrepreneurs and highlights key traits of successful entrepreneurs.

[23:14] If Rob could start his career over, what would he do differently? Overall, how does he feel about his career progression?

[26:48] What would Rob tell his high school self about the journey he is about to embark on? He also shares how Martinrea supports students in high school through a co-op.

[29:58] Ron thanks Rob for joining the podcast and sharing his insights.

Mentioned in this Episode:

Martinrea International Inc.

Guest Bio

Rob Wildeboer

Rob Wildeboer is the Executive Chairman and co-founder of Martinrea International Inc., a global auto parts supplier specializing in automotive fluid systems and metal forming products. The firm has over 12,000 employees in 50 divisions in the United States, Canada, Mexico, Brazil, Europe, and China. Previously, Rob was with Stikeman, Elliot as a lawyer, as well as an Associate Professor of Law at Osgoode Hall Law School, and a regulator with the Ontario Securities Commission.

For his full bio, visit: MacdonaldLaurier.ca/About/Who-is-Involved/Rob-Wildeboer

About Your Host — Ron Haik

Ron Haik is a Senior Financial Planner in the firm’s Toronto office, 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.

For his full bio, visit: NicolaWealth.com/Our-Team/Ron-Haik

For More Information on this Week’s Episode, Visit:

www.NicolaWealth.com/Category/Podcasts

Disclaimer:

This presentation contains the current opinions of the presenter and such opinions are subject to change without notice. This material is distributed for informational purposes only and is not intended to provide legal, accounting, tax or specific investment advice. Please speak to your NWM advisor regarding your unique situation. Forecasts, estimates, and certain information contained herein are based upon proprietary research and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. NWM Fund returns are quoted net of fund-level expenses. Past performance is not indicative of future results. All investments contain risk and may gain or lose value. Projected returns are estimates only. Returns are not guaranteed. NWM is registered as a Portfolio Manager, Exempt Market Dealer and Investment Fund Manager with the required provincial securities’ commissions in Canada.

Show Summary:

Host Ethan Astaneh speaks with Jeff Ryan, Portfolio Manager of Nicola Wealth’s Sustainable Innovation Fund. Over the years, Nicola Wealth has received increasing interest from its clients to have more options to make purpose-driven investments. In many of these conversations, clients expressed a desire to invest directly into the companies and industries that are focused on renewable energy, clean technologies, as well as those operating
sustainably.

While Nicola Wealth has made investments in these funds through their various others, they now have a mandate that’s specifically dedicated to it.

In this episode, Ethan and Jeff are explore what it means to make sustainable and innovative investments — specifically surrounding renewable energy, innovative transportation, water infrastructure, and clean technology. They discuss the benefits of investing in these spaces, current developments, and some of the advantages available to the companies and industries that adopt them.

Key Takeaways:
[:33] About today’s episode.
[1:06] Ethan welcomes Jeff Ryan to the podcast.
[1:09] What renewable energy is.
[1:54] How solar and wind work to produce energy.
[2:41] Are existing companies exploring these alternative energy sources or are only
brand new companies giving them a try?
[3:53] Is it going to take a while for renewable energy sources to become a more
popular alternative? What are some of the challenges that are preventing companies
from taking the leap to renewable energy?
[4:42] Jeff gives his take on the current status of innovative transportation and what he categorizes as innovative transportation beyond electric vehicles.
[6:26] Are there any developments with regards to rail transportation? Is it considered innovative transportation?[7:21] Does Nicola Wealth’s Sustainable Innovation Fund’s water infrastructure include
clean or dirty water — or both?
[8:14] Which kinds of companies are involved in the space of water infrastructure?
[9:18] Will the efficiency of water infrastructure become more important as populations expand?
[9:48] Are there any specific technology that’s being developed in regards to water infrastructure?
[10:38] Are the companies that operate in these various themes typically distinct? Which are the outliers?
[11:57] The next theme Nicola Wealth invests in is clean technology. Jeff describes what it is and gives some examples.
[14:27] Whether it’s the federal, provincial, or national government, how they are involved and how does it impact the companies? Do they get tax credits or tax breaks?
[16:01] Jeff describes what the next theme, green bonds, is.
[17:10] Is the basic premise that as an investor part of your return is knowing that you are making a difference or is it more competitive than that?
[17:49] In terms of the themes Ethan and Jeff have discussed, are there any in particular that Jeff sees as advancing or ahead of the rest in terms of its investment opportunities?
[18:32] Jeff talks about where we are currently in this long story of a movement towards sustainable and innovative investment.

Mentioned in this Episode:
Bloomberg New Energy Finance (BNEF)

Guest Bio

Jeff Ryan is the Portfolio Manager of Nicola Wealth’s Sustainable Innovation Fund. Jeff joined the Nicola Wealth Portfolio Management Team in October 2015 after playing the integral role of Portfolio Trader on our Investment Services Team. When joining Nicola Wealth in 2013, Jeff brought his experience working as an Associate for one of Canada’s major financial institutions.

For his full bio, visit: NicolaWealth.com/Our-Team/Jeff-Ryan

About Your Host — Ethan Astaneh
Ethan is a Financial Advisor in the firm’s Vancouver office. He provides strategic advice to high net worth business owners, professionals, and retirees, and offers his clients a wide range of financial services, including; retirement income planning, business
succession, and continuation planning, investment management, tax and estate planning, charitable giving, and intergenerational wealth transfer.

For his full bio, visit: NicolaWealth.com/Our-Team/Ethan-Astaneh

For More Information on this Week’s Episode, Visit:
www.NicolaWealth.com/Category/Podcasts

Disclaimer:
This presentation contains the current opinions of the presenter and such opinions are subject to change without notice. This material is distributed for informational purposes only and is not intended to provide legal, accounting, tax or specific investment advice. Please speak to your NWM advisor regarding your unique situation. Forecasts, estimates, and certain information contained herein are based upon proprietary research and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. NWM Fund returns are quoted net of fund-level expenses. Past performance is not indicative of future results. All investments contain risk and may gain or lose value. Projected returns are estimates only. Returns are not guaranteed. NWM is registered as a Portfolio Manager, Exempt Market Dealer and Investment Fund Manager with the required provincial securities’ commissions in Canada.