"IS THERE LIGHT AT THE END OF THE TUNNEL?"
During this time of financial turbulence and uncertainty, many dentists are looking for real solutions. “I could hold on in hopes that the stock market will come back like it always does, but do I have time to wait it out? Should I take my lumps, pull my money out, put it into cash and then reinvest when the markets hit bottom? Do I invest more now as stocks are on sale and there are real bargains out there?” Come hear John Nicola speak about the state of the markets and how we got here; investment strategies to weather the storm; and how to restructure your portfolio to create tax efficiency in a difficult environment.
 John Nicola, CFP, CLU, CHFC, CEO and Chairman, has been in the financial services industry since 1974. He provides strategic leadership to Nicola Wealth Management and continues to exercise his passion in providing innovative solutions to clients’ complex problems. His areas of expertise include wealth accumulation and management through the use of trusts, creative pension and insurance arrangements, and professional investment managers. John is a Founding Member of CALU (Conference for Life Underwriters) and has continued to contribute to the organization.
 Murray Neilson, CFP, CLU, CHFC Business Development, was born and raised in Vancouver and has been in the financial services industry since 1972 working with family businesses, entrepreneurs, professionals and retirees. With a keen interest in people and the highly developed skill of intuition, Murray works hard at listening to clients to make sure they are “heard” and understood. With this information in hand he takes great pride in assembling the right team of experts who delve into designing custom solutions whilst making sure the client’s needs are truly taken care of.
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