The Heart of Giving: A Conversation with Dr. Chris and Leslie Reilly
Release Date: 11/28/2025
Credit Opportunities Explained: Leverage, Risk & Returns
The Wealth Exchange
What if you could enhance returns from fixed income without taking on traditional interest-rate exposure? And what role does leverage play in both the opportunity and the risk? Host Jasmine Marichic, Wealth Advisor | Client Relationship Manager, sits down with Ben Jang, Portfolio Manager | Head of Fixed Income, to unpack the Nicola Credit Opportunities Fund and the thinking behind its approach to return-seeking fixed income. You’ll hear: • Why this strategy is not a cash alternative or traditional bond replacement • How shorting, or selling borrowed, government bonds can...
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Women Are Inheriting Trillions, But Not the Confidence to Match
The Wealth Exchange
When it comes to the future of wealth, one of the most significant financial shifts of our time is already underway. In this episode of The Wealth Exchange, Chris Warner, Wealth Advisor and Practice Management Lead | Client Relationship Manager, sits down with Cassandra Cross, Wealth Advisor | Client Relationship Manager, to explore how women are increasingly shaping the future of wealth - and what it means for individuals, families and future generations. Drawing on insights from Cassandra's recent article, Women Are About to Control More Wealth Than Ever Before, But Many Still Don't Feel...
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Private Equity Unpacked: What Really Drives Investor Outcomes
The Wealth Exchange
When it comes to private equity, how you invest can be just as important as what you invest in. In this episode of The Wealth Exchange, Robert Olsen, Head of Private Capital, sits down with Kazuki Nadomi, Portfolio Manager | Private Equity and Venture Capital, and Sunny Lee, Senior Director | Private Equity, to explore a key question facing investors today: Are traditional private equity structures still the best fit for individual investors? Drawing on insights from their recent article, "The Evergreen Revolution: Rethinking How Private Equity Fits Within a Portfolio", they...
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Markets, Volatility, and the Value of Diversification - Q2 2026 Market Commentary
The Wealth Exchange
Markets proved more resilient this quarter, despite ongoing inflation concerns, geopolitical tensions, and elevated interest rates. In this episode of The Wealth Exchange, Ben Jang, Portfolio Manager | Head of Fixed Income joins Jasmine Marichic, Wealth Advisor | Client Relationship Manager, to explore what drove the market rebound, where risks remain, and why diversification continues to matter in an environment where traditional portfolio relationships are changing. From AI-driven market leadership and reopened IPO markets to Canadian opportunities, fixed income, and portfolio...
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Are Markets Giving A False Sense of Diversification?
The Wealth Exchange
Many investors believe they're diversified, but beneath the surface, today's market is increasingly driven by a small number of companies. In this episode of The Wealth Exchange, Ben Jang, Portfolio Manager & Head of Fixed Income, joins Sean Oye, Head of Public Assets, to examine how the rapid rise of AI is reshaping today's markets, concentrating performance among a small group of companies and prompting investors to rethink what true diversification looks like. You'll hear: Why owning an index fund doesn't always mean you're truly diversified How AI is influencing...
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Canada's Productivity Challenge - What Investors Need to Know
The Wealth Exchange
Canada has all of the ingredients for growth: talent, capital, resources, and innovation. So why has Canadian productivity lagged behind many of its global peers for decades? In this episode of The Wealth Exchange, Ben Jang sits down with Pedro Antunes, Chief Economist at Signal 49 Research, to explore the forces sharping Canada's economic future. They examine the opportunities and challenges facing the Canadian economy. The conversation spans productivity growth, business investment, and AI adoption, along with interprovincial trade barriers, energy infrastructure, and...
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Solve What Matters: A New Way to Think About Insurance
The Wealth Exchange
Insurance is often viewed as a product. But when does it become a strategic planning tool? Host James Atherton, Managing Director | Private Wealth, sits down with Samantha Findlay, Managing Director | Insurance at Nicola Wealth, to explore insurance not as a product, but as a tool for providing flexibility when it matters most. Together, they unpack how to evaluate term versus permanent coverage, when insurance truly adds value to a financial plan, and the key questions to ask, especially for business owners navigating succession and continuity planning. You’ll hear: • The difference...
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A Model for Food Security: Inside Greater Vancouver Food Bank's Distribution Revolution
The Wealth Exchange
One in four Canadians experience food insecurity, and in Vancouver, 30% of food bank clients are employed full-time. In this episode, John Nicola sits down with David Long, CEO of the Greater Vancouver Food Bank to explore how the GVFB has transformed itself from a traditional food bank into a modern distribution model focused on fresh food, operational discipline, and long-term impact. You’ll hear: • Why Canada has enough food, yet millions still face food insecurity • How the Greater Vancouver Food Bank increased fresh food distribution from 20% to 80% • Why David Long...
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Unpacking the Attributes of Good (And Bad) Financial Advice
The Wealth Exchange
Impressive credentials, a polished presentation and strong market opinions can be convincing - but they don’t always add up to good financial advice. So how can investors tell the difference? Host James Atherton sits down with Chris Warner, Wealth Advisor | Client Relationship Manager at Nicola Wealth, for a candid conversation about what quality financial planning actually looks like, why bad advice can be surprisingly persuasive, and how investors can better evaluate the guidance they receive. You’ll hear: • Why good financial advice is about decision-making over time, not...
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Stable on the Surface: Q1 2026 Market Commentary
The Wealth Exchange
Markets are finding stability, but the risks driving them are quietly shifting. Beneath the calm, questions around valuations, concentration, geopolitics, and diversification are becoming harder to ignore. Join host Jasmine Marichic and Ben Jang, Portfolio Manager | Investment Strategist at Nicola Wealth, as they unpack Q1 2026. You’ll hear: • What “normalization” really means in today’s market environment • Why strong recent returns may lead to a more muted outlook ahead • How concentration risk and the AI narrative are beginning to shift • Why fixed income may not provide the...
info_outlineIn 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 him, and the transformational role donor support plays in equipment, research, and global medical training. Leslie offers her perspective from both social work and community involvement, highlighting how meaningful giving extends far beyond financial contributions.
Together, they discuss how planned philanthropy helped them become more intentional with their support, how donor-funded advancements have changed children’s lives, and why giving has become a central part of their family’s legacy. Their story illustrates how thoughtful philanthropy can drive measurable results.