Dear Investors,

Hello everyone! I’m David Thompson, currently serving as a Senior Financial Advisor at Nomura Holdings’ Canadian branch. In my role, I focus on guiding project development and shaping investment strategies, while supporting the firm’s positioning and growth in the Canadian market. I also provide in-depth market insights and strategic perspectives to support key investment decisions.

I look forward to sharing my expertise and helping you navigate opportunities in today’s evolving financial markets.

In addition, I serve as the lead for the Wealth Growth Initiative.

Across the various mandates I have overseen, our team has consistently delivered strong performance and has been recognized for excellence in wealth growth. The initiative itself is widely regarded as a strategy with stable growth potential and attractive return characteristics.

These results reflect my experience and disciplined approach in financial strategy and investment management.

In the following discussion, I will address several key questions that are top of mind for investors, and share practical insights along with my strategic perspective.

Why should we invest in equities?

In today’s economic environment, low-yield savings accounts have largely lost their ability to keep pace with inflation. At the same time, traditional real estate investments, due to market volatility and increasing regulatory constraints, no longer offer the same level of return advantage they once did.

Accordingly, one of the most effective ways to pursue long-term wealth growth is through equity investing. However, success is not determined simply by selecting individual stocks, but by constructing a well-diversified portfolio based on sound methodology and executing disciplined investment strategies. These are the key drivers of sustainable investment performance.

The Wealth Growth Initiative is built upon a systematic approach to portfolio management and continues to evolve in a steady and consistent manner. By leveraging advanced data analytics and robust risk management frameworks, the strategy seeks to manage downside risk while enhancing the potential for long-term returns.

Investment Philosophy and Experience

My work is focused on equity investing and long-term wealth growth strategies. Over the past several years, I have maintained a disciplined and transparent approach in sharing investment insights and practical perspectives, which has helped build trust and credibility among investors.

As a Chief Financial Advisor, I have contributed to strengthening the firm’s presence in the market while supporting investors in navigating complex and evolving market conditions. My focus is on helping investors identify opportunities, optimize portfolio allocation, and work toward sustainable long-term wealth creation.

In today’s market environment, how can investors pursue stable wealth growth?

The ability to identify and act on high-quality opportunities in a timely manner is critical. Indecision often leads to missed opportunities, and many investors fail to capture value during periods when favorable conditions are present.

In equity markets, hesitation can come at a cost. When new initiatives such as the Wealth Growth Initiative are introduced, it is natural for some investors to approach them with caution or skepticism.

However, despite varying perspectives, we remain focused on delivering consistent, risk-aware results over time, demonstrating the underlying strength and discipline of our investment approach.

Our Commitment

We approach investing with discipline and professionalism, avoiding speculative or impulsive decisions. By leveraging institutional-grade account structures, advanced data analytics and intelligent technologies, an experienced financial team, and a strong network of strategic partnerships, we integrate expertise, technology, and capital resources into a cohesive investment framework.

On this foundation, we are committed to providing well-structured and resilient asset management solutions, supporting participants in pursuing sustainable, long-term wealth growth.

A Message to Investors

While generating returns has become increasingly challenging, opportunities continue to exist in the market.

It is my hope that today’s discussion helps investors rebuild confidence and approach the market with greater clarity, enabling them to recognize opportunities that may have a meaningful impact on their long-term financial outcomes.

The Wealth Growth Initiative is designed not only to support the development of our team, but also to provide a structured and reliable starting point for individuals seeking to build and grow their wealth over time.