Lead Impact: Managing Through Down Cycles and Mastering Philanthropy with Wayman Crosby
Release Date: 05/30/2024
Investing Matters: U.S. Policy Shifts and Market Impacts with Ed Mills
The Wealth Exchange
In this episode of The Wealth Exchange, Ben Jang, Portfolio Manager in the Nicola Wealth Public Assets Group, is joined once again by Ed Mills, Managing Director and Washington Policy Analyst at Raymond James. The discussion covers potential impacts of U.S. policy shifts under various leadership scenarios. From bipartisan tensions surrounding semiconductor export restrictions to healthcare reforms and defense spending, Ben and Ed analyze how these developments could influence global markets and investor strategies. They also examine the far-reaching implications of the ongoing Russia-Ukraine...
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Philanthropy Focus: Harvesting Change with James Woller from Thrive for Good
The Wealth Exchange
In this episode, Teresa Virani, Executive Director, Philanthropy at Nicola Wealth, is joined by James Woller, International Executive Director of Thrive for Good and a seasoned entrepreneur, to discuss how his charity is transforming communities through sustainable agriculture. Thrive for Good empowers individuals living in poverty to cultivate organic gardens that provide both nutritional security and income. James shares how the organization’s innovative approach not only alleviates malnutrition but also fosters long-term economic independence and education, helping communities break the...
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Lead Impact: Innovations in Financial Technology with Chris Nicola & Cameron Smith
The Wealth Exchange
In this episode, Cameron Smith, Vice President, Private Wealth | Client Relationship Manager, at Nicola Wealth, is joined by Chris Nicola, President, Nicola Wealth, to explore fintech innovation, AI's impact on wealth management, and how technology is reshaping client service. Chris shares his unique journey from co-founding WealthBar, Canada's first regulated robo-advisor platform, to leading technology initiatives at Nicola Wealth. Together, they explore the evolving landscape of financial technology, discuss how major institutions are adapting to digital transformation, and examine the real...
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Investing Matters: Q3 2024 Market Commentary
The Wealth Exchange
Ben Jang, Portfolio Manager at Nicola Wealth, joins host Jasmine Marichic to analyze market themes in the third quarter of 2024. The episode explores key developments in global markets, including shifting dynamics in U.S. equities, Canada’s interest rate cuts, and the rebound in real estate equities. Ben provides insights into the potential market impacts of the upcoming U.S. presidential election and China’s dramatic market recovery in September. The discussion also addresses geopolitical tensions, such as the conflicts in Ukraine and the Middle East, and their effects on global...
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Philanthropy Focus: Transforming Child Health with Malcolm Berry and Vanessa Flockton, BC Children's Hospital Foundation
The Wealth Exchange
In the latest episode of The Wealth Exchange podcast, Teresa Virani is joined by Malcolm Berry, CEO of and Vanessa Flockton, President, Private Wealth (Chief Advisory Officer at time of recording) at Nicola Wealth and a member of the BCCHF Board of Directors. They discuss philanthropy through the lens of transforming child health. As well as the incredible work the Foundation does and why investing in charitable causes like BCCHF can create real impact. BC Children’s Hospital Foundation's mission is transforming care, making diagnostics and treatments safer, faster, and more personalized,...
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In the Ring with Rob: The Evolution and Future of Venture Capital with Matt Harris & Geoff Taylor
The Wealth Exchange
In this episode, Robert Olsen, Vice Chair, Private Capital at Nicola Wealth, explores venture capital investing with Matt Harris, Partner at Bain Capital Ventures, and Geoff Taylor, Principal, Private Equity and Venture Capital at Nicola Wealth. Matt contrasts venture capital with private equity, emphasizing the bold visions and ‘why now’ factors that drive successful investments. He shares insights from his career journey and the evolution of Bain Capital Ventures into a bi-coastal specialist in key verticals like financial services, industrials, and healthcare. The conversation addresses...
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Women's LEAD: Patrice Mousseau on Building a Values-Driven Business
The Wealth Exchange
In the latest episode of The Wealth Exchange podcast, Selena Woo is joined by Patrice Mousseau, CEO and founder of , a sustainable, steroid-free, and all-natural skincare line. Motivated by her daughter’s struggle with eczema and a desire for natural healing solutions, Patrice embarked on an entrepreneurial journey that challenged traditional business norms. Beyond skincare, Patrice is a passionate advocate for sustainability, ethical business practices, and supporting Indigenous communities. She shares her unique approach to business, the personal story behind Satya Organic, and how...
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Investing Matters: Residential Real Estate Market Trends, COVID’s Impact, and Future Outlook with The Vancouver Life
The Wealth Exchange
In this episode of Investing Matters, Ethan Astaneh is joined by Dan Wurtele and Ryan Dash, partners at The Vancouver Life Real Estate Group, to examine the current state of Vancouver’s residential real estate market. Together, they explore the latest market trends, including the shift towards a balanced market and the impact of the pandemic on housing dynamics. Dan and Ryan provide a high-level overview of the market in the Greater Vancouver area, discussing the differences between hyper-local markets and the overall market conditions. They break down the performance of different asset...
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Investing Matters: U.S. Election Dynamics and Market Effects with Ed Mills
The Wealth Exchange
In this episode of The Wealth Exchange, host Ben Jang, Portfolio Manager in the Nicola Wealth Public Assets Group, talks with Ed Mills, Managing Director and Washington Policy Analyst at Raymond James. Ed shares his insights on the unexpected twists in the U.S. presidential election, including the early debate and the switch in the Democratic nomination. They discuss key policy issues like inflation, housing, and geopolitics, and how these topics may influence the markets.
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Investing Matters: The Intersection of Institutional and Private Capital in Real Estate with Don Harrison
The Wealth Exchange
In this episode of the Wealth Exchange, Mark Hannah, Managing Director, Nicola Wealth Real Estate, is joined by Don Harrison, an Independent Advisor on the Nicola Wealth Real Estate Investment Committee. Don has extensive experience in the commercial real estate industry and recently served on the senior executive team for Great West Life Realty Advisors. Together, they delve into various topics, from understanding Don's career path, to the intersection of institutional and private capital in real estate. They also share a few tips for people new to the commercial real estate industry. ...
info_outlineIn 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 engagement, giving back, and maintaining a balanced, healthy life, demonstrating how these values drive both personal and professional success.