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All Episodes

The Wealth Exchange — 100 episodes

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Title
1

Behind Every Athlete: The Family Financial Plan You Don't See

2

Credit Opportunities Explained: Leverage, Risk & Returns

3

Women Are Inheriting Trillions, But Not the Confidence to Match

4

Private Equity Unpacked: What Really Drives Investor Outcomes

5

Markets, Volatility, and the Value of Diversification - Q2 2026 Market Commentary

6

Are Markets Giving A False Sense of Diversification?

7

Canada's Productivity Challenge - What Investors Need to Know

8

Solve What Matters: A New Way to Think About Insurance

9

A Model for Food Security: Inside Greater Vancouver Food Bank's Distribution Revolution

10

Unpacking the Attributes of Good (And Bad) Financial Advice

11

Stable on the Surface: Q1 2026 Market Commentary

12

When Life Shifts: Protecting Wealth Through Divorce, Inheritance, and Change

13

The Market Pendulum: Understanding Mean Reversion

14

Beyond The Noise: What's Currently Happening In Private Credit

15

A Look Inside Canada's Current Commercial Mortgage Market

16

Beyond the Podium: The Fundamentals That Last - A Conversation with Patrick Chan

17

Capturing Financial Opportunity in the Private Equity Secondaries Market

18

Real Estate's Reset, Revisited: What's Changed and What Hasn't

19

Succession Isn't a Transaction: What Business Owners Often Discover Too Late

20

Beyond the Practice: Smart Financial Strategies for Dental and Medical Professionals

21

Beyond the Hype: How Long-Term Investors Are Thinking About AI

22

5 Mistakes Even Seasoned Investors Can Make

23

Why Infrastructure Can Be a Steady Force in a Volatile Market

24

What Are You Really Passing Down? Values, Wealth, or Confusion

25

The Global Infrastructure Opportunity Hiding in Plain Sight

26

Markets Defy the Noise: Q4 2025

27

Federal Tax Shifts Explained: Enhancements, Risks & Planning Insights

28

Closing Out the Year: Important Tax and Planning Tips for Canadian Investors

29

Real Estate's Reset: What Today's Valuations Are Really Telling Us

30

How Credit Secondaries Fit Into Today's Private Credit Market

31

The Heart of Giving: A Conversation with Dr. Chris and Leslie Reilly

32

Investing in You: The Return on Self-Investment for Women

33

From Policy to Progress: Insights on the Future of Private Capital

34

Carrying It All: Women, Wealth & the Invisible Load

35

Architects of Legacy: In Conversation with Isadore Sharp & John Nicola

36

Equity Gains and Economic Strains: Q3 2025

37

Beyond RRSPs: The IPP Advantage

38

Sarah McLachlan & John Nicola on Music, Mentorship, and Miracles

39

The Rational Investor: Navigating Behavioural Pitfalls with John Nicola

40

Housing at a Crossroads: What's Driving Canada's Real Estate Market?

41

Planning Through Uncertainty: A Guide for High-Net-Worth Families

42

Pattern Recognition and Persistence: Hard-Won Lessons from a PE Veteran

43

Canadian Markets vs. Tariff Headwinds: Q2 2025

44

People First, Profit Follows: Building a Legacy of Generosity

45

Going on a Bear Hunt: Four Market Factors to Consider

46

How Altos Ventures Built Success by Thinking Long Term

47

The Uncertainty Premium: Finding Value When Markets Fear Change

48

John Nicola on Strategy, Succession & Serendipity

49

The Role of Private Debt in Today's Market with Rob Olsen, Matt Choi and Rahman Vahabzadeh

50

Carney and Trump, What's Next?

51

John Nicola's Philosophy on How Sharing Success Can Result in Exponential Growth

52

Q1 2025 in Focus: What Moved Markets and What Comes Next

53

The Growing Role of Secondaries in Diversified Portfolios with Rob Olsen, Adrian Millan & Tori Buffrey

54

Canadian Residential Real Estate Outlook: Multiplexes, Mortgages & Market Shifts with The Vancouver Life

55

Building Lasting Value in Private Equity with Rob Olsen, Aly Champsi and Sunny Lee

56

Investing Matters: Protecting Your Business Legacy for Generations to Come

57

Women, Wealth, and the Path to Financial Confidence

58

In the Ring with Rob: From Corporate Finance to Entrepreneurship with David Rogers

59

Investing Matters: Canadian Charitable Donations Update

60

Investing Matters: 5 Estate Planning Mistakes That Can Cost You—And How to Avoid Them

61

Investing Matters: The Impact of Trump's Tariff Threats on Canadians

62

Investing Matters: Q4 2024 Market Commentary

63

Investing Matters: 2024 Economic Review & Charting the Path to 2025

64

In the Ring with Rob: Building Better Businesses with Xerox CEO turned PE Founder Ursula Burns

65

In the Ring with Rob: AI, Growth Equity, and the Future of Tech Investing with Intrepid Growth Partners

66

Investing Matters: U.S. Policy Shifts and Market Impacts with Ed Mills

67

Philanthropy Focus: Harvesting Change with James Woller from Thrive for Good

68

Lead Impact: Innovations in Financial Technology with Chris Nicola & Cameron Smith

69

Investing Matters: Q3 2024 Market Commentary

70

Philanthropy Focus: Transforming Child Health with Malcolm Berry and Vanessa Flockton, BC Children's Hospital Foundation

71

In the Ring with Rob: The Evolution and Future of Venture Capital with Matt Harris & Geoff Taylor

72

Women's LEAD: Patrice Mousseau on Building a Values-Driven Business

73

Investing Matters: Residential Real Estate Market Trends, COVID's Impact, and Future Outlook with The Vancouver Life

74

Investing Matters: U.S. Election Dynamics and Market Effects with Ed Mills

75

Investing Matters: The Intersection of Institutional and Private Capital in Real Estate with Don Harrison

76

Lead Impact: The Path to a Successful Business Exit with Joe Markovitch

77

Women's LEAD: Above and Beyond Leadership with Henna Mazzocco

78

The Ring with Rob: Mastering Mortgage Markets with Ken McKinnon & Simon Carlsen

79

Philanthropy Focus: How Dress for Success Helps Women Achieve Economic Independence

80

Investing Matters: Introducing the Nicola Wealth Money Market Fund

81

Investing Matters: Q2 2024 Market Commentary

82

Women's LEAD: Transforming Hospitality and Culinary Industries with Meeru Dhalwala & Joanna Jagger

83

In The Ring With Rob: The Evolution of Infrastructure as an Asset Class with Evan Corley & Ashley Ng

84

Philanthropy Focus: Championing Heart Health with the Heart & Stroke Foundation

85

Investing Matters: John Nicola on Revolutionizing Independent Asset Management with a Pension-Inspired Approach

86

Women's LEAD: 2024 Live Panelist Discussion in Vancouver

87

Investing Matters: Tax and Estate Planning 2024 – Navigating the Capital Gains Dilemma

88

Lead Impact: Managing Through Down Cycles and Mastering Philanthropy with Wayman Crosby

89

In the Ring with Rob: Understanding the Private Equity Secondary Market with Joy Savchenko & Tori Buffery

90

Women's LEAD: 2024 Live Panelist Discussion in Toronto

91

In the Ring with Rob: Investigating Private Equity with Brett Fisher & Kazuki Nohdomi

92

Investing Matters: Q1 2024 Market Commentary

93

Lead Impact: Commercial Real Estate Trends and Career Insights with Mark Renzoni

94

Women's LEAD: Balancing Ambition and Work-Life Harmony with Natalie Miller

95

Lead Impact: Patrick Chan's Transition from Canadian Skating to Finance

96

In The Ring With Rob: Exploring the Golden Age of Private Credit with Howard Widra

97

Women's LEAD: Cally Wesson's Commitment to Women's Wellness

98

Investing Matters: The Real Estate Market in 2024 With The Vancouver Life

99

Lead Impact: Charitable Giving in Canada with John Bromley

100

Women's LEAD: Strength, Resilience, and the Enduring Bond Between Mother and Daughter