PODCAST · business
The Wealth Exchange
by Nicola Wealth
The Wealth Exchange provides access to the experts on the issues that are important to affluent families and business leaders across Canada. Providing in-depth conversations on a wide range of topics, the podcast has featured change makers, business leaders, subject matter experts and humanitarians from around the globe.
Episodes
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Behind Every Athlete: The Family Financial Plan You Don't See
The road to the Olympics starts long before an athlete steps onto the ice. For parents, it can mean years of financial sacrifice, with costs that grow as their child progresses through competitive sport. Supporting that ambition takes more than a budget for the next season. It takes a financial...
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Credit Opportunities Explained: Leverage, Risk & Returns
What if you could enhance returns from fixed income without taking on traditional interest-rate exposure? And what role does leverage play in both the opportunity and the risk? Host Jasmine Marichic, Wealth Advisor | Client Relationship Manager, sits down with Ben Jang, Portfolio Manager | Head…
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Women Are Inheriting Trillions, But Not the Confidence to Match
When it comes to the future of wealth, one of the most significant financial shifts of our time is already underway. In this episode of The Wealth Exchange, Chris Warner, Wealth Advisor and Practice Management Lead | Client Relationship Manager, sits down with Cassandra Cross, Wealth Advisor |...
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Private Equity Unpacked: What Really Drives Investor Outcomes
When it comes to private equity, how you invest can be just as important as what you invest in. In this episode of The Wealth Exchange, Robert Olsen, Head of Private Capital, sits down with Kazuki Nadomi, Portfolio Manager | Private Equity and Venture Capital, and Sunny Lee, Senior Director |...
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Markets, Volatility, and the Value of Diversification - Q2 2026 Market Commentary
Markets proved more resilient this quarter, despite ongoing inflation concerns, geopolitical tensions, and elevated interest rates. In this episode of The Wealth Exchange, Ben Jang, Portfolio Manager | Head of Fixed Income joins Jasmine Marichic, Wealth Advisor | Client Relationship Manager, to...
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Are Markets Giving A False Sense of Diversification?
Many investors believe they're diversified, but beneath the surface, today's market is increasingly driven by a small number of companies. In this episode of The Wealth Exchange, Ben Jang, Portfolio Manager & Head of Fixed Income, joins Sean Oye, Head of Public Assets, to examine how the rapid…
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Canada's Productivity Challenge - What Investors Need to Know
Canada has all of the ingredients for growth: talent, capital, resources, and innovation. So why has Canadian productivity lagged behind many of its global peers for decades? In this episode of The Wealth Exchange, Ben Jang sits down with Pedro Antunes, Chief Economist at Signal 49 Research, to...
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Solve What Matters: A New Way to Think About Insurance
Insurance is often viewed as a product. But when does it become a strategic planning tool? Host James Atherton, Managing Director | Private Wealth, sits down with Samantha Findlay, Managing Director | Insurance at Nicola Wealth, to explore insurance not as a product, but as a tool for providing...
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A Model for Food Security: Inside Greater Vancouver Food Bank's Distribution Revolution
One in four Canadians experience food insecurity, and in Vancouver, 30% of food bank clients are employed full-time. In this episode, John Nicola sits down with David Long, CEO of the Greater Vancouver Food Bank to explore how the GVFB has transformed itself from a traditional food bank into a...
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Unpacking the Attributes of Good (And Bad) Financial Advice
Impressive credentials, a polished presentation and strong market opinions can be convincing - but they don't always add up to good financial advice. So how can investors tell the difference? Host James Atherton sits down with Chris Warner, Wealth Advisor | Client Relationship Manager at Nicola...
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Stable on the Surface: Q1 2026 Market Commentary
Markets are finding stability, but the risks driving them are quietly shifting. Beneath the calm, questions around valuations, concentration, geopolitics, and diversification are becoming harder to ignore. Join host Jasmine Marichic and Ben Jang, Portfolio Manager | Investment Strategist at…
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When Life Shifts: Protecting Wealth Through Divorce, Inheritance, and Change
Major life events like divorce, inheritance, or changing family dynamics can feel deeply personal, but they often carry immediate legal and financial consequences. How can you make thoughtful decisions when emotions are high and the stakes are long-term? Host Cassandra Cross sits down with Sierra...
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The Market Pendulum: Understanding Mean Reversion
Markets can surge for years, but history shows momentum rarely lasts forever. How should investors respond? Host William John sits down with John Nicola, Founder, Executive Chair, and Chief Investment Officer of Nicola Wealth, to explore mean reversion, the idea that over time highs come down and...
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Beyond The Noise: What's Currently Happening In Private Credit
Private credit is everywhere in the headlines, but are the risks as big as they seem? Host Rob Olsen sits down with Jurgen Van Vuuren, Senior Director & Head, Private Debt, and Stacey Mouadeb, Senior Director, Private Debt to cut through the noise and unpack what's really happening in today's...
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A Look Inside Canada's Current Commercial Mortgage Market
Interest rates are up and real estate values have shifted. So where are the opportunities now, and how does real estate debt fit into your portfolio? Host Rob Olsen sits down with Mark Tiu, Director of Mortgage Investments at Nicola Wealth, and Sam Brown, President and Head of Commercial at CMLS...
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Beyond the Podium: The Fundamentals That Last - A Conversation with Patrick Chan
Excellence is rarely defined by a single moment. More often, it is built quietly over years through discipline, preparation, and the support of a trusted team. In this episode of The Wealth Exchange, Nicola Wealth's Institutional President David Sung sits down with Olympic medalist and three-time...
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Capturing Financial Opportunity in the Private Equity Secondaries Market
In private equity, fund timelines have traditionally shaped when investors exit an investment. Today, the secondaries market is creating new ways to provide liquidity while allowing strong assets to be held for longer. In this episode of The Wealth Exchange, Rob Olsen speaks with Sunny Lee about...
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Real Estate's Reset, Revisited: What's Changed and What Hasn't
Real estate remains front-page news; from trade tensions and a soft condo market to the implications of BC's Cowichan land claim ruling. In this follow-up episode, Rob Olsen, Head of Nicola Wealth Private Capital, reconnects with Mark Hannah, Executive Managing Director, Real Estate, to revisit...
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Succession Isn't a Transaction: What Business Owners Often Discover Too Late
Leadership transitions are defining moments for any organization. When done well, they preserve what made a firm successful while creating space for the next generation to lead. In this episode, host Natalie Michael, Managing Partner of CEO Next Chapter, speaks with John Nicola, Founder and Chief...
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Beyond the Practice: Smart Financial Strategies for Dental and Medical Professionals
In this episode, Ron Haik, Wealth Advisor | Client Relationship Manager at Nicola Wealth, is joined by Karisa Schaitel, Wealth Advisor | Client Relationship Manager and CPA, for a practical discussion on tax planning, estate considerations, and long-term wealth strategy for physicians and…
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Beyond the Hype: How Long-Term Investors Are Thinking About AI
Artificial intelligence sits at the center of today's market narrative, surrounded by extraordinary investment, ambitious projections, and no shortage of bold claims. Yet as capital pours into infrastructure, chips, and data centers, investors are increasingly asking a more difficult question…
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5 Mistakes Even Seasoned Investors Can Make
Most investing mistakes do not happen in moments of panic. They often happen when confidence is high, markets feel calm, and success starts to feel familiar. In this episode of The Wealth Exchange, James Atherton, Vice President, Private Wealth | Client Relationship Manager and Chris Warner…
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Why Infrastructure Can Be a Steady Force in a Volatile Market
Infrastructure continues to play a distinct role in portfolios, particularly during periods of economic and market change. In this episode of The Wealth Exchange, host Jasmine Marichic, Wealth Advisor | Client Relationship Manager at Nicola Wealth, speaks with Ashley Ng, Senior Director and Head…
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What Are You Really Passing Down? Values, Wealth, or Confusion
Legacy is often treated as an end-of-life conversation, but what if it is actually a daily practice? In this episode of The Wealth Exchange, host Cassandra Cross is joined by Teresa Virani, Executive Director of Philanthropy at Nicola Wealth, to explore how legacy is shifting from an end-of-life...
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The Global Infrastructure Opportunity Hiding in Plain Sight
Infrastructure underpins everything from energy to transport... but how do the world's largest investors decide where to place billions in long-term capital? In this episode of The Wealth Exchange, host Robert Olsen is joined by Thomas Vieillescazes, Partner and Head of CVC DIF France, the...
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Markets Defy the Noise: Q4 2025
In this quarterly edition of The Wealth Exchange, Nicola Wealth Portfolio Manager and Investment Strategist Ben Jang joins host Jasmine Marichic to unpack what powered market resilience this year, and what it means for investors heading into 2026. Ben breaks down how rate cuts without recession,...
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Federal Tax Shifts Explained: Enhancements, Risks & Planning Insights
With new tax credits, compliance updates, and evolving regulations, Canada's tax landscape can be challenging to navigate. In this episode of The Wealth Exchange, Ethan Astaneh, Wealth Advisor | Client Relationship Manager at Nicola Wealth, sits down with Matt Baker of Baker Tilly, one of…
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Closing Out the Year: Important Tax and Planning Tips for Canadian Investors
As 2025 comes to an end, many investors are weighing what the close of the year means for their financial picture and what steps are worth taking before the calendar turns. Understanding what matters most at year-end can help ensure your financial picture stays on track heading into 2026. In this...
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Real Estate's Reset: What Today's Valuations Are Really Telling Us
Real estate headlines have been dominated by uncertainty, from higher interest rates to shifting valuations and tightened liquidity. But for investors, the real question is what all of this means for the next phase of the cycle. In this episode, host Rob Olsen, Head of Nicola Wealth Private...
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How Credit Secondaries Fit Into Today's Private Credit Market
In this episode of The Wealth Exchange, Rob Olsen, Head of Private Capital, is joined by Stacey Mouadeb, Director in Nicola Wealth's private debt platform, for a conversation with Rick Jain, Partner and Global Head of Private Credit at Pantheon. Together, they break down credit secondaries: what...
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The Heart of Giving: A Conversation with Dr. Chris and Leslie Reilly
In this episode of The Wealth Exchange, host Tim Stranks, Wealth Advisor and Director of the Nicola Wealth Private Giving Foundation, sits down with Dr. Chris and Leslie Reilly to talk about the purpose and impact behind their lifetime of philanthropy. As longtime Nicola Wealth clients and...
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Investing in You: The Return on Self-Investment for Women
In this episode, hosts Cassandra Cross, Wealth Advisor | Client Relationship Manager, and Selena Woo, Vice President, Private Wealth – Associates, explore what it truly means to invest in yourself, personally, professionally, and financially. Drawing from their own experiences, Cassandra and…
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From Policy to Progress: Insights on the Future of Private Capital
What does it take to build lasting value in a world where markets and technology are evolving faster than ever? In this episode of The Wealth Exchange, host Rob Olsen, Head of Nicola Wealth Private Capital, and co-host Kent Sio, Principal, Private Equity and Venture Capital, sit down with Perry...
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Carrying It All: Women, Wealth & the Invisible Load
Behind every career move, family milestone, and household decision lies a financial story that rarely gets told. In this episode, Cassandra Cross, Wealth Advisor and Client Relationship Manager at Nicola Wealth, sits down with estate lawyer Christianne Murphy to explore the often-overlooked...
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Architects of Legacy: In Conversation with Isadore Sharp & John Nicola
What makes a legacy last? In this special conversation, Isadore "Issy" Sharp, founder of the Four Seasons Hotels and Resorts, joins John Nicola, founder and CEO of Nicola Wealth, to reflect on the principles that built two enduring organizations. Moderated by Ori Mandowsky with opening remarks…
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Equity Gains and Economic Strains: Q3 2025
A resilient market masked a quarter defined by policy tension, valuation concerns, and inflation uncertainty. In this quarterly edition of The Wealth Exchange, Nicola Wealth Portfolio Manager and Investment Strategist Ben Jang joins host Jasmine Marichic to unpack a quarter marked by rising…
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Beyond RRSPs: The IPP Advantage
In this weeks episode, Ethan Astaneh, Client Relationship Manager at Nicola Wealth, explains how IPPs work for incorporated professionals, business owners, and executives - offering tax deferral, income splitting, and estate planning benefits that can help families manage wealth more efficiently....
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Sarah McLachlan & John Nicola on Music, Mentorship, and Miracles
Music has the power to transform lives, and few understand this better than Sarah McLachlan. In this episode, host John Nicola, CEO, CIO and Chairman at Nicola Wealth, sits down with the Grammy-winning artist and philanthropist to explore her remarkable journey from a 19-year-old with a record…
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The Rational Investor: Navigating Behavioural Pitfalls with John Nicola
Even the most disciplined investors can be influenced by emotions and biases. In this episode, Benjamin Jang, Investment Strategist at Nicola Wealth, introduces John Nicola, Chairman, CEO & CIO, who explores the field of behavioural finance. John examines the psychological traps that can…
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Housing at a Crossroads: What's Driving Canada's Real Estate Market?
Canada's housing market is at a crossroads, driven by record immigration, shifting interest rates, and mounting construction challenges. In this episode, host Ethan Astaneh, Wealth Advisor | Client Relationship Manager, sits down with Dan Wurtele and Ryan Dash of The Vancouver Life Real Estate...
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Planning Through Uncertainty: A Guide for High-Net-Worth Families
In this episode, Vanessa Flockton, President of Private Wealth at Nicola Wealth, addresses the questions on every investor's mind: How do you plan and invest when the world feels anything but stable? From rising geopolitical tensions and tariff wars to market volatility and inflation concerns,...
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Pattern Recognition and Persistence: Hard-Won Lessons from a PE Veteran
What does it take to build a lasting career in private capital? In this episode, Nicola Wealth's Rob Olsen sits down with Mike Mazan, longtime private equity leader, board member, and co-founder of KingsPeak Partners, to explore the evolution of Canada's private capital landscape over the past…
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Canadian Markets vs. Tariff Headwinds: Q2 2025
Markets may be rising, but risks are too. In this quarterly edition of The Wealth Exchange, Nicola Wealth Portfolio Manager and Investment Strategist Ben Jang joins host Jasmine Maricic to unpack the sharp contrasts of the second quarter of 2025 — from tariff shocks and interest rate uncertainty…
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People First, Profit Follows: Building a Legacy of Generosity
Mark Therriault, Vice President of Business Succession and Estate Planning, sits down with Mike and Karen Heppell, founders of Longboard Architectural Products. From betting the farm on a manufacturing startup to creating one of Abbotsford's most admired workplace cultures, the Heppells share…
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Going on a Bear Hunt: Four Market Factors to Consider
Recorded live on June 3 in Victoria, Nicola Wealth Advisor | Client Relationship Manager, Chris Warner, hosts a timely discussion on the forces shaping today's investment environment. Ben Jang, Portfolio Manager, Investment Strategist, opens with a compelling analysis of the four key indicators...
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How Altos Ventures Built Success by Thinking Long Term
In this episode, Rob Olsen, Head of Private Capital at Nicola Wealth, and Jason Luo, Senior Director of Venture Capital, speak with Han Kim, Co-Founder and Managing Partner at Altos Ventures, a global venture capital firm known for backing breakout companies like Roblox, Coupang, and Woowa...
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The Uncertainty Premium: Finding Value When Markets Fear Change
Recorded live on May 29 at the Nicola Wealth Vancouver Strategic Insights event, this episode features Chairman, CEO, and CIO John Nicola in conversation with the firm's senior investment leaders. Together, they explore how the team is approaching today's market environment and identifying...
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John Nicola on Strategy, Succession & Serendipity
In this special episode recorded live at the Canada Private Markets Meeting in Toronto, Nicola Wealth's Founder, Chairman, CEO and CIO, John Nicola joins Michael Kaumeyer, Vice Chair, Nicola Family, for an insightful conversation on leadership, legacy, and navigating uncertainty. John reflects on...
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The Role of Private Debt in Today's Market with Rob Olsen, Matt Choi and Rahman Vahabzadeh
In this episode of In the Ring with Rob, host Rob Olsen is joined by Nicola Wealth's Matt Choi and guest Rahman Vahabzadeh, Managing Director at Audax Private Debt, one of the most established firms in the space with over $24 billion in assets under management. Together, they explore how private...
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Carney and Trump, What's Next?
In this timely episode, Gary Mar, President and CEO of the Canada West Foundation and former Alberta Cabinet Minister, joins Ben Jang, Portfolio Manager and Investment Strategist at Nicola Wealth, to discuss the recent Canadian federal election and what the results could mean for the economy,...
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ABOUT THIS SHOW
The Wealth Exchange provides access to the experts on the issues that are important to affluent families and business leaders across Canada. Providing in-depth conversations on a wide range of topics, the podcast has featured change makers, business leaders, subject matter experts and humanitarians from around the globe.
HOSTED BY
Nicola Wealth
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Frequently Asked Questions
How many episodes does The Wealth Exchange have?
The Wealth Exchange currently has 100 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Wealth Exchange about?
The Wealth Exchange provides access to the experts on the issues that are important to affluent families and business leaders across Canada. Providing in-depth conversations on a wide range of topics, the podcast has featured change makers, business leaders, subject matter experts and humanitarians...
How often does The Wealth Exchange release new episodes?
The Wealth Exchange has 100 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to The Wealth Exchange?
You can listen to The Wealth Exchange on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The Wealth Exchange?
The Wealth Exchange is created and hosted by Nicola Wealth.
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