Pattern Recognition and Persistence: Hard-Won Lessons from a PE Veteran
Release Date: 07/24/2025
Federal Tax Shifts Explained: Enhancements, Risks & Planning Insights
The Wealth Exchange
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 Canada’s largest independent accounting and business advisory firms, to break down what these recent changes mean for planning, investment, and compliance. Drawing on his extensive experience guiding clients through tax planning, compliance, and investment strategies, Matt explores both the enhancements...
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Closing Out the Year: Important Tax and Planning Tips for Canadian Investors
The Wealth Exchange
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 episode of The Wealth Exchange, host James Atherton, Vice President of Private Wealth | Client Relationship Manager, sits down with Chris Warner, Wealth Advisor | Client Relationship Manager in our Victoria office, to break down the seven key planning items worth reviewing before year-end. Together...
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Real Estate's Reset: What Today's Valuations Are Really Telling Us
The Wealth Exchange
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 Capital, speaks with Mark Hannah, Head of Real Estate at Nicola Wealth, about the current state of the real estate market. With more than 40 years of experience navigating rising rates, recessions, and recoveries, Mark shares a long-term perspective on how real estate cycles typically unfold and what...
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How Credit Secondaries Fit Into Today’s Private Credit Market
The Wealth Exchange
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 they are, how they work, and why more institutions are using them to create liquidity, rebalance portfolios, and manage risk. Rick explains how buying existing portfolios of loans at a discount can help investors seek income, diversification, and potential upside, while still putting capital...
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The Heart of Giving: A Conversation with Dr. Chris and Leslie Reilly
The Wealth Exchange
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 dedicated supporters of BC Children’s Hospital, the Reillys share how their personal experiences, professional lives, and family values shaped their commitment to giving. Chris reflects on his career at BC Children’s as a current surgeon and former Head of Orthopedic Surgery, the mentors who guided...
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Investing in You: The Return on Self-Investment for Women
The Wealth Exchange
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 Selena share how self-belief, strategic choices, and intentional self-care can create lasting returns that extend beyond financial success. From Selena’s philosophy of “decades of compounding confidence” to Cassandra’s lessons on balance after burnout, they offer practical insights on how women...
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From Policy to Progress: Insights on the Future of Private Capital
The Wealth Exchange
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 Miele, Managing Partner at Beringer Capital, for a dynamic conversation on the future of private capital. From navigating NAFTA negotiations to leading global businesses, Perry shares thoughtful lessons on leadership, digital transformation, and the growing influence of AI in modern investing. He also...
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Carrying It All: Women, Wealth & the Invisible Load
The Wealth Exchange
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 “invisible load” women carry, especially during major life transitions like marriage, motherhood, caregiving, or career changes. Together, they unpack the emotional and financial weight of this hidden labour, share personal stories, and offer actionable strategies to help women protect their financial...
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Architects of Legacy: In Conversation with Isadore Sharp & John Nicola
The Wealth Exchange
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 from Chris Nicola, the discussion explores how values like service, culture, and generosity can shape success far beyond the balance sheet. Together, they discuss the Golden Rule that defined Four Seasons, the “Share the Pie” philosophy behind Nicola Wealth, and how both founders approach...
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Equity Gains and Economic Strains: Q3 2025
The Wealth Exchange
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 equity markets and rising risks. From the evolving US–Canada tariff dispute and its implications for key industries, to concentrated market leadership, high valuations, sticky inflation, and bond volatility, Ben explores the complex macro environment investors face today. He also explains why...
info_outlineWhat 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 two decades.
From early lessons at McKinsey and Rogers to landmark investments at Birch Hill Equity Partners, including early backing of Constellation Software, Mike reflects on the wins, the pivots, and the leadership values that shape successful long-term investing. He shares his transition to family office investing, his motivations for co-founding Kingspeak, and how he and his partners are deploying their own capital with an indefinite time horizon.