ELO is pleased to announce that Nicola Wealth, Canada's fastest-growing independent wealth management firm, is a National Silver Sponsor of all 3 ELO Forums this year: ELO Forum Winnipeg on October 22; ELO Forum Vancouver on November 5; and ELO Forum Toronto on November 19.
Nicola Wealth has been a supporter of the ELO Forums across Canada since 2019, when Dr. Richard (Rick) J. Goossen first started working with Nicola Wealth in a business development capacity. The founder of Nicola Wealth is John Nicola who has received numerous accolades for his entrepreneurial success (Dr. Goossen has interviewed John Nicola for the ELO podcast).
In 1994, John Nicola formed Nicola Wealth, a firm dedicated to serving the complex needs of high-net-worth families, entrepreneurs, and professionals. Starting out with seven staff and $80 million in assets under management, Nicola Wealth refined and developed its integrated approach to wealth management, including investments, risk management, tax planning, estate planning, and more. Today, the firm manages over $17 billion in assets, operates with over 500 staff, and serves clients across Canada, advising institutions and high-net-worth families of all professions and backgrounds. In addition, Nicola Wealth is well-known for its generous support of many charitable causes through both financial and human resources.
Three members of the Nicola Wealth team will be speaking at this year's ELO Forums. First, Ron Haik, Wealth Advisor & Client Relationship Manager, Toronto, will be speaking at all three Forums with a focus on "Generous Giving & Receiving." Ron will focus on both sides of the equation: how to give effectively from a tax-planning perspective, but also how recipients can make themselves support-worthy. With over 20 years of experience in the financial services industry, Ron 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. Ron’s unique experience working in the private banking world both internationally and domestically gives him critical strategic insight into his high-net-worth client’s financial issues and needs.
Second, Sunny Lee, Senior Director, Private Equity, will be speaking in both Toronto and Winnipeg, on "How Every Business Leader Can Build Valuable Enterprise." Sunny oversees the investment and expansion strategies of Nicola Wealth's evergreen Private Equity fund. Before joining Nicola Wealth in 2024, Sunny held the role of Managing Director at CPP Investments, focusing on direct private equity investments. During his 16 years at CPP, he played a pivotal role in origination, execution, and asset management across various buyout, minority, and growth equity investments. Prior to CPP, Sunny gained expertise in mergers and acquisitions at CIBC World Markets before transitioning to TD Securities. His diverse background underscores his proficiency in navigating complex investment landscapes and his commitment to driving growth and value creation.
Third, Kazuki Nohdomi, Portfolio Manager, Private Equity & Venture Capital, will speak in Vancouver on "How Every Business Leader Can Build A Valuable Enterprise." With over two decades of investment management experience in equities, Kazuki brings a wealth of expertise to his role, which involves leading investment strategies and generating returns for clients through thoughtful investment selection and portfolio construction. In addition to his extensive investment management experience, Kazuki is a Chartered Financial Analyst (CFA) and holds a Bachelor of Commerce degree from the University of British Columbia and a Master of Business Administration from the Stern School of Business at New York University.
To attend the events:
