Women's LEAD: 2024 Live Panelist Discussion in Vancouver
The Wealth Exchange
On June 6, a panel of remarkable women took the stage at the Women's LEAD Vancouver event to share their inspiring journeys. LaQuita Cleare, the evening's keynote speaker and Founder of ; Kiara LeBlanc, CEO & Founder of ; Teena Gupta (Sim), CEO of and Co-Founder of ; , an acclaimed sculptor based in Paris and Vancouver; and Dr. Maryam Zeineddin, a family doctor and CEO & Founder of each brought their unique perspectives to the discussion. Moderated by Paulina Cameron, COO of Flytographer and Author, the panel shared stories of entrepreneurship, building...
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Investing Matters: Tax and Estate Planning 2024 – Navigating the Capital Gains Dilemma
The Wealth Exchange
Over the past several years, the Canadian Federal Government's budgets have introduced tax changes affecting high-income earners and business owners. This year's budget announcement includes a proposed change to the capital gains inclusion rate. In this episode, John Nicola, Chairman, CEO, and CIO, and Ethan Astaneh, Wealth Advisor | Client Relationship Manager, at Nicola Wealth are joined by Matthew Baker, Partner in Tax at Baker Tilly Canada. They outline key tax considerations and strategies that investors should be aware of as they monitor their long-term financial plans.
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Lead Impact: Managing Through Down Cycles and Mastering Philanthropy with Wayman Crosby
The Wealth Exchange
In this episode, Mark Hannah, Managing Director of Nicola Wealth Real Estate, speaks with Wayman Crosby, an Independent Advisor on the Nicola Wealth Real Estate Investment Committee, and Director of the Nicola Wealth Private Giving Foundation and the Nicola Gives Back Charitable Committee. Wayman, an accomplished entrepreneur and passionate philanthropist, shares insights from his 50-year career, discussing how he has successfully navigated business cycles, his dedication to philanthropy, and the importance of structured personal planning. He emphasizes the significance of meaningful...
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In the Ring with Rob: Understanding the Private Equity Secondary Market with Joy Savchenko & Tori Buffery
The Wealth Exchange
In this episode of the Wealth Exchange, Robert Olsen, Vice Chair, Private Capital at Nicola Wealth unpacks the private equity secondaries market with industry expert Joy Savchenko, Senior Managing Director at . Joined by Tori Buffery, Senior Director, Private Equity Secondaries at Nicola Wealth, the three use their expertise to demystify terminology and comment on trends in the secondaries market. Joy shares insights into continuing to build the legacy of Evercore and and predictions for the current and future states of the secondaries market. Meanwhile, Tori offers valuable...
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Women's LEAD: 2024 Live Panelist Discussion in Toronto
The Wealth Exchange
On this episode of The Wealth Exchange, we have featured audio from our live panelist discussion that took place on May 8th at our Women’s LEAD Event in Toronto. The night was filled with community building and knowledge sharing with our inspiring panelists; Diana Matheson, Co-Founder, and Canadian former professional soccer player, who is an Artist, Architect, Educator, and Geometry Expert, Meghan Roach, the President and CEO of , and Dimitra Davidson, Founder of . This diverse group of panelists from different backgrounds and fields of work shared stories of their successes and barriers...
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In the Ring with Rob: Investigating Private Equity with Brett Fisher & Kazuki Nohdomi
The Wealth Exchange
In this episode, Robert Olsen, Vice Chair, Private Capital at Nicola Wealth explores private equity investments with industry expert Brett Fisher, Managing Director at . Joined by Kazuki Nohdomi, Portfolio Manager, Private Equity and Venture Capital at Nicola Wealth, they uncover the world of private equity. Brett shares insights into the inception of Fisher Lynch Capital in 2003 and the differences between private and public investments. Meanwhile, Kazuki offers valuable perspectives on private equity from the lens of high-net-worth individuals, showcasing Nicola Wealth's...
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Investing Matters: Q1 2024 Market Commentary
The Wealth Exchange
Ben Jang, Portfolio Manager at Nicola Wealth, joins host Jasmine Marichic to discuss market themes in the first quarter of 2024. They analyze historical trends that influence today's markets and deliver practical advice for constructing resilient investment portfolios. Additionally, Ben provides valuable insights on how investors can avoid common pitfalls like recency bias, and offers strategic guidance in navigating uncertain market conditions. Their discussion extends from interpreting the implications of interest rate fluctuations to staying informed about global events such as upcoming...
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Lead Impact: Commercial Real Estate Trends and Career Insights with Mark Renzoni
The Wealth Exchange
In this episode, Mark Hannah, Managing Director of Nicola Wealth Real Estate, is joined by Mark Renzoni, an Independent Advisor on the Nicola Wealth Real Estate Investment Committee. Mark, who served as the former President and Chief Executive Officer of CBRE in Canada, draws from his extensive career spanning over three decades in commercial real estate. Mark provides valuable insights into navigating the complexities of the commercial real estate market, including adapting to challenges such as the impact of COVID-19 and fluctuations in interest rates. He discusses investment strategies,...
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Women's LEAD: Balancing Ambition and Work-Life Harmony with Natalie Miller
The Wealth Exchange
In this episode, host Selena Woo engages in an inspiring and laughter-filled discussion with Natalie Miller. They navigate the complexities of life, from Natalie's thriving interior design business to supporting her husband's career in the NHL while raising three young children. Natalie shares her refreshing perspectives on life, humility, and dedication to giving back to her community. They discuss how they translate her husband JT's work ethic on the ice into a successful team dynamic, building a beautiful life together that requires hard work. Natalie redefines the notion of being in...
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Lead Impact: Patrick Chan's Transition from Canadian Skating to Finance
The Wealth Exchange
In this episode of Lead Impact, Ron Haik is joined by former Canadian figure skater, Patrick Chan. As the most decorated male figure skater in Canadian history, Patrick shares his inspiring journey from the ice rink to financial planning at Nicola Wealth. Patrick reflects on his humble beginnings in Ottawa, where his love for figure skating blossomed amidst a family of passionate athletes. From early aspirations of hockey to discovering his calling in figure skating, Patrick's path to Olympic glory was anything but conventional. But as Patrick recounts, life after the Olympics presented a new...
info_outlineOn this episode of The Wealth Exchange, we have featured audio from our live panelist discussion that took place on May 8th at our Women’s LEAD Event in Toronto. The night was filled with community building and knowledge sharing with our inspiring panelists; Diana Matheson, Co-Founder, Project 8 and Canadian former professional soccer player, Safoura Zahedi who is an Artist, Architect, Educator, and Geometry Expert, Meghan Roach, the President and CEO of Roots, and Dimitra Davidson, Founder of Indeed Laboratories.
This diverse group of panelists from different backgrounds and fields of work shared stories of their successes and barriers to leadership. Steering the conversation was our expert moderator, Paulina Cameron, COO of Flytographer and Author, who was able to tie together the shared experiences of all the incredible women who took the stage.