Investing Matters: The Impact of Trump’s Tariff Threats on Canadians
Release Date: 02/06/2025
Q1 2025 in Focus: What Moved Markets and What Comes Next
The Wealth Exchange
Ben Jang, Portfolio Manager at Nicola Wealth, joins host Jasmine Maricic to discuss key developments from the first quarter of 2025 and the potential implications for the global economy. They review market reactions to U.S. tariffs and their broader impact on trade dynamics, including Canada’s positioning in a shifting global landscape. Ben also shares perspectives on Canadian and U.S. equity valuations, diverging labour market trends, and the return of terms like “stagflation” to economic discourse. The conversation touches on European equity performance, inflation and interest rate...
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The Growing Role of Secondaries in Diversified Portfolios with Rob Olsen, Adrian Millan & Tori Buffrey
The Wealth Exchange
Secondaries have emerged as one of the fastest-growing segments within private capital, offering investors potential access to liquidity and flexibility in an asset class traditionally known for long holding periods. In this episode, Rob Olsen is joined by Nicola Wealth’s Tori Buffrey and Adrian Millan, Partner at PJT Park Hill in New York, to explore how this market is evolving and what it means for today’s investors. Together, they explain the fundamentals of LP- and GP-led secondaries, discuss the increase in transaction volume, and examine the structural and market trends shaping the...
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Canadian Residential Real Estate Outlook: Multiplexes, Mortgages & Market Shifts with The Vancouver Life
The Wealth Exchange
Host Ethan Astaneh speaks with Dan Wurtele and Ryan Dash, partners at The Vancouver Life Real Estate Group. Dan and Ryan lead a team of award-winning real estate advisors helping clients navigate the evolving Greater Vancouver market—and beyond. In this episode, they offer a timely and comprehensive overview of the Canadian residential real estate landscape, from buyer, balanced, and seller market dynamics to the ripple effects of the mortgage maturity wall. They discuss how major cities like Vancouver, Toronto, Calgary, and Victoria are faring, and why condo markets in particular are facing...
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Building Lasting Value in Private Equity with Rob Olsen, Aly Champsi and Sunny Lee
The Wealth Exchange
In this episode, host Robert Olsen and co-host Sunny Lee from Nicola Wealth speak with Aly Champsi, Managing Director at DW Healthcare Partners, a private equity firm focused on healthcare investments with offices in Toronto and Park City, Utah. The conversation explores healthcare-focused private equity, highlighting how sector specialization and operational expertise create a competitive edge in a crowded market. Aly explains why healthcare, comprising 17% of U.S. GDP, presents attractive investment opportunities across multiple subsectors. They also discuss challenges like tariffs and...
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Investing Matters: Protecting Your Business Legacy for Generations to Come
The Wealth Exchange
You’ve worked hard to build your business and accumulate wealth, so how do you ensure your legacy is protected for future generations? Jasmine Marichic, Wealth Advisor | Client Relationship Manager, outlines key estate planning strategies for business owners, including trusts, direct distributions, and Letters of Wishes. Learn how to safeguard your assets, prepare your heirs for financial responsibility, and leverage tools like private giving foundations to create a lasting philanthropic impact. Highlights 1:40 - How and when to distribute wealth 1:55 - The use of trusts 4:20 -...
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Women, Wealth, and the Path to Financial Confidence
The Wealth Exchange
Women are increasingly taking the lead in managing their families' finances, but many still face challenges in feeling confident about their financial decisions. In this episode, Wealth Advisors Cassandra Cross and Dami Gittens explore the crucial role of financial literacy and empowerment, and why it’s so important for women to take control of their financial futures. Drawing from their own experiences growing up in households with traditional financial roles, Cassandra and Dami share practical tools and strategies for women to feel more confident in their financial decisions. They also...
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In the Ring with Rob: From Corporate Finance to Entrepreneurship with David Rogers
The Wealth Exchange
In this episode, host Robert Olson sits down with veteran finance leader and entrepreneur David Rogers, who shares his remarkable journey from corporate roles at Cooper's and Lybrand and TD Bank to creating Caledon Capital, which grew to manage $10 billion in assets under management. David offers candid insights into his career transitions, from joining FirstService in its infancy as Vice President and CFO to building OMERS' private equity program and ultimately launching his own successful investment firm. Throughout the conversation, he emphasizes how his people-first leadership philosophy...
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Investing Matters: Canadian Charitable Donations Update
The Wealth Exchange
In this episode of The Wealth Exchange, Timothy Stranks gives us an update on the deadline extension for the charitable giving deadline. Canadian charitable donors received a deadline extension this tax season—but important limitations apply. Tim Stranks, Wealth Advisor | Client Relationship Manager, and a Director of the Nicola Wealth Private Giving Foundation, examines the recent extension to Canada's charitable donation deadline. He provides clarity on the extension's limited application to cash donations, discusses implications for year-end tax planning, and contextualizes...
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Investing Matters: 5 Estate Planning Mistakes That Can Cost You—And How to Avoid Them
The Wealth Exchange
In this episode, Jasmine Marichic, addresses the top five estate planning mistakes made by business owners and affluent families. Your legacy is more than just wealth—it’s your business, your values, and the future of your family. Yet many business owners and affluent families make critical mistakes in estate planning that can lead to unnecessary taxes, family disputes, or even business mismanagement. Jasmine Marichic, Wealth Advisor | Client Relationship Manager, breaks down the top five estate planning mistakes many individuals make and how to avoid them. From...
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Investing Matters: The Impact of Trump’s Tariff Threats on Canadians
The Wealth Exchange
Ben Jang, Portfolio Manager, analyzes U.S.-Canada trade relations, including recent developments in tariff negotiations and their potential impact on investors. Ben Jang, Portfolio Manager, examines the potential impact of U.S. tariffs on Canadian goods and broader market trends. Ben provides insights into the latest discussions between Trump and Trudeau, the potential economic implications, and why these threats may be more about political strategy than economic necessity. He also breaks down the sectors most at risk, the impact on the Canadian dollar, and how...
info_outlineBen Jang, Portfolio Manager, analyzes U.S.-Canada trade relations, including recent developments in tariff negotiations and their potential impact on investors.
2:15 - Update on U.S.-Canada trade discussions and border security agreement 6:40 - Analysis of Trump's tariff strategy and negotiation approach
10:35 - Sector-specific impacts and energy market considerations
11:55 - Canadian dollar implications and export sector opportunities
13:00 - Portfolio diversification strategies and risk management approach
14:45 - Market outlook and investment positioning