The Wealth Exchange
The Wealth Exchange provides access to the experts on the issues that are important to affluent families and business leaders across Canada. Providing in-depth conversations on a wide range of topics, the podcast has featured change makers, business leaders, subject matter experts and humanitarians from around the globe.
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Lead Impact: Commercial Real Estate Trends and Career Insights with Mark Renzoni
04/18/2024
Lead Impact: Commercial Real Estate Trends and Career Insights with Mark Renzoni
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, focusing on growth markets and income-producing assets while addressing emerging trends in alternative asset classes. Additionally, he underscores the importance of continuous learning, shares strategies for career development, and highlights the pivotal role of mentorship in shaping the future landscape of the real estate industry.
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Women's LEAD: Balancing Ambition and Work-Life Harmony with Natalie Miller
04/11/2024
Women's LEAD: Balancing Ambition and Work-Life Harmony with Natalie Miller
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 someone's shadow, emphasizing her own role and strengths. As a working parent, she highlights the power of organization and the importance of giving ourselves grace. Natalie's wisdom and insights inspire and uplift, reminding us all to embrace our unique paths and find strength in the journey.
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Lead Impact: Patrick Chan's Transition from Canadian Skating to Finance
03/28/2024
Lead Impact: Patrick Chan's Transition from Canadian Skating to Finance
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 set of challenges. Transitioning from the spotlight of competitive skating to the corporate world, Patrick found himself at a crossroads. He candidly discusses the uncertainties, setbacks, and pivotal moments that ultimately led him to Nicola Wealth. Through insightful conversations with host Ron Haik, Patrick shares invaluable lessons learned from his skating career and how they translate to his current role as a Wealth Planning Associate Intern at Nicola Wealth. From resilience and mindfulness to teamwork and adaptability, Patrick's journey exemplifies the power of perseverance and embracing change.
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In The Ring With Rob: Exploring the Golden Age of Private Credit with Howard Widra
03/21/2024
In The Ring With Rob: Exploring the Golden Age of Private Credit with Howard Widra
In this episode, Robert Olsen, Vice Chair, Private Capital at Nicola Wealth explores private debt investments with industry expert Howard Widra, Partner at and Head of Direct Originations at . Joined by Jurgen Van Vuuren, Senior Director & Head, Private Debt at Nicola Wealth, they explore the intricacies of MidCap's extensive portfolio of senior debt solutions, from leverage lending to asset-based lending. Howard shares insights into MidCap's journey since its establishment in 2008, highlighting challenges encountered and the firm's commitment to disciplined portfolio management. Meanwhile, Jurgen offers valuable perspectives on private debt investment from the lens of high net worth individuals, showcasing Nicola Wealth's strategic approach. Additionally, they delve into the drivers behind the growth of private credit, dispelling misconceptions and examining the implications of capital concentration among major private credit firms on market competition. They also explore the current state of the M&A market and its ripple effects on private debt activity.
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Women's LEAD: Cally Wesson's Commitment to Women's Wellness
03/14/2024
Women's LEAD: Cally Wesson's Commitment to Women's Wellness
In the latest episode of The Wealth Exchange podcast, Selena Woo sits down with Cally Wesson, the dynamic CEO and President of BC Women's Health Foundation. Known for her transformative leadership, Cally's journey is nothing short of inspirational as she delves into the pivotal role of women's health in our lives. As a passionate advocate for comprehensive wellness, Cally's work extends from neonatal care to mature women's health, emphasizing the importance of a holistic approach. Through collaboration with researchers and philanthropists, she translates cutting-edge research into tangible solutions, fostering full-circle wellness for women. In this episode, Cally shares her insights on fostering community, driving innovation, and the profound impact of collective action in advancing women's health.
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Investing Matters: The Real Estate Market in 2024 With The Vancouver Life
03/07/2024
Investing Matters: The Real Estate Market in 2024 With The Vancouver Life
In this episode, 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 to help their clients navigate the complexities of the Vancouver real estate market. Dan and Ryan discuss some of the most timely issues affecting the Vancouver real estate market. They provide an update on the residential real estate market, speculate on the "myth" of the mortgage maturity cliff, and discuss affordability in British Columbia, Alberta, and Ontario.
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Lead Impact: Charitable Giving in Canada with John Bromley
02/27/2024
Lead Impact: Charitable Giving in Canada with John Bromley
In this episode, Ron Haik sits down with John Bromley, the visionary founder and CEO of Charitable Impact, an online donation platform. With a passion for charitable giving in Canada, John advocates for increased access, education, and dialogue within the sector. Join us as we delve into his journey and how Charitable Impact helps facilitate online donations, making gifts to causes seamless.
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Women's LEAD: Strength, Resilience, and the Enduring Bond Between Mother and Daughter
02/22/2024
Women's LEAD: Strength, Resilience, and the Enduring Bond Between Mother and Daughter
In the latest episode of The Wealth Exchange podcast, Selena Woo sits down with Zoë Pawlak, an artist and industrial designer rooted in the vibrant city of Vancouver, alongside her daughter Cienna Dixon. Together, they paint a picture of their shared journey, illuminating a path of healing and blossoming growth. Zoë reminisces on her evolution as a young mother, navigating the waters of sobriety, and weaving connections with her beloved daughter. Meanwhile, Cienna's narrative sparkles with resilience, revealing how early trials became gems on her path, leading her to become the youngest trainer in Gold's Gym's history.
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Investing Matters: Deciphering Property Investment Trends with Joe Mazzocco
02/08/2024
Investing Matters: Deciphering Property Investment Trends with Joe Mazzocco
In this episode, Mark Hannah, Managing Director, Nicola Wealth Real Estate, is joined by Joe Mazzocco, an Independent Advisor on the Nicola Wealth Real Estate Investment Committee. With over three decades of experience, including his tenure as Executive Managing Director at KingSett Capital, Joe offers invaluable insights into navigating the complexities of property investment, particularly amidst various market challenges. Together, they delve into various topics, from the impact of fluctuating interest rates on property values in 2023 to the critical role of an investment committee. They also discuss identifying promising cities and preferred asset types, sharing insights on seizing opportunities and clarifying the distinguishing characteristics of top-performing real estate assets.
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Investing Matters: Q4 2023 Market Commentary
02/01/2024
Investing Matters: Q4 2023 Market Commentary
Ben Jang, Portfolio Manager at Nicola Wealth, joins host Jasmine Marichic to provide an update on how global markets performed in the fourth quarter of 2023. Offering valuable insights, Ben discusses the expected rise in volatility for the year ahead. He dives into the complex interplay of labour market dynamics, technological advancements, and housing supply issues, explaining their combined influence on inflation and interest rates. Wrapping up the conversation, Ben shares practical tips on navigating a highly correlated stock and bond environment when positioning your portfolio.
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Philanthropy Focus: The Strategic Benefits of a Donor Advised Fund
01/25/2024
Philanthropy Focus: The Strategic Benefits of a Donor Advised Fund
Many individuals aspire to leave a lasting legacy through charitable giving. Donor Advised Funds (DAFs) present an opportunity to revolutionize your philanthropic strategy. In this episode, Jackie Dagg, Team Lead at Private Giving Foundation, and Timothy Stranks, Wealth Advisor | Client Relationship Manager, explore the nuances of DAFs, offering a closer look at the advantages, strategies, and the unique approach that Nicola Wealth brings to aligning your philanthropic wishes with your financial and tax planning strategy
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The Wealth Exchange Podcast: What’s to Come In 2024
01/18/2024
The Wealth Exchange Podcast: What’s to Come In 2024
Welcome to a new season of The Wealth Exchange Podcast, where our goal is to provide access to expert insights on a variety of planning topics, market commentary, general education on investing strategies, and an in-depth exploration of Nicola Wealth's unique approach to building and preserving wealth. In this episode, we'll guide you through some exciting new changes and share what you can expect from the podcast as we enter a new year.
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Women’s LEAD: Supporting Young Women in Business with Ravnoor Kirk and Katrina Walker
01/11/2024
Women’s LEAD: Supporting Young Women in Business with Ravnoor Kirk and Katrina Walker
In the latest episode of The Wealth Exchange podcast, Selena Woo sits down with Ravnoor Kirk and Katrina Walker, students at the British Columbia Institute of Technology and Co-Presidents of the BCIT Chapter of Young Women in Business (YWiB). YWiB is a community for emerging female leaders and young professionals who want to create their own success, creating a platform for their voices to be heard and exposing them to new opportunities. As student leaders, Ravnoor and Katrina share how they balance priorities, support each other, and help cultivate growth, community, empowerment, collaboration and fun within the YWiB community and beyond.
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Lead Impact: Maximizing Business Acquisitions with Tech Entrepreneur Michael Frew
12/21/2023
Lead Impact: Maximizing Business Acquisitions with Tech Entrepreneur Michael Frew
In this episode of The Wealth Exchange, Ron Haik sits down with technology veteran Michael Frew to explore the world of tech entrepreneurship and digital business acquisitions. With extensive experience working with industry giants such as Lockheed Martin, IBM, and Amazon, Michael offers listeners unique and firsthand insights into the inner workings of the tech industry. Additionally, they thoroughly explore the blueprint to achieving financial success in digital business acquisitions and detail the strategic advantages of acquiring businesses over starting from scratch.
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Making Sense of AI – Part 3: The Impact of Artificial Intelligence on Society with Morten Rand-Hendriksen
12/13/2023
Making Sense of AI – Part 3: The Impact of Artificial Intelligence on Society with Morten Rand-Hendriksen
Investing Matters is a segment of the Wealth Exchange podcast hosted by Ethan Astaneh. In this segment, Ethan discusses planning topics, market commentary, general investing, and education on Nicola Wealth’s unique pool of funds with an array of featured guests. In this episode of The Wealth Exchange podcast, Ethan Astaneh hosts a special three-part series on Making Sense of AI. In Part 3, he is joined by Morten Rand-Hendriksen, a thought leader in the realm of artificial intelligence (AI) and its ethical implications. Morten, a keynote speaker, instructor, and educator at LinkedIn Learning, as well as a TikTok un-fluencer and university lecturer, brings a wealth of expertise to the conversation. In this engaging discussion, Ethan and Morten explore the critical intersection between technology and society. Morten guides listeners through the ethical considerations of AI and its impact on the way we work. The conversation kicks off with an exploration of the inherent value of human labour, setting the stage for Morten to provide a comprehensive overview of how AI and technology are poised to augment, rather than substitute, individual work.
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Women’s LEAD: Driving Change for Women in Finance with Lara Zink
12/07/2023
Women’s LEAD: Driving Change for Women in Finance with Lara Zink
In the latest episode of The Wealth Exchange podcast, Selena Woo sits down with Lara Zink*, the former President and Chief Executive Officer of Women in Capital Markets, the largest network of women in finance. From our meeting in Toronto, Lara shares insights into her journey—a nontraditional path through finance that includes time on Parliament Hill, a Master of Business Administration, and a thriving career managing the fast-paced world of the sell side of capital markets. Women in Capital Markets prides itself on inclusivity and caters to women at every career stage, from students to seasoned executives. Lara sheds light on how the organization is driving change through data-backed research, advocating for equity, diversity, and inclusion within the financial sector. Lara's commitment to breaking down barriers and creating a level playing field is truly inspiring, making her a role model not just for women but for anyone striving for equity in their respective fields. *At the time of the recording, Lara Zink was president and CEO of Women and Capital Markets but left in September of 2023 to pursue an opportunity with a woman-led asset manager, Delaney Capital.
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Philanthropy Focus: A Transformative Exploration of Purposeful Travel with Wayman and Penny Crosby
11/30/2023
Philanthropy Focus: A Transformative Exploration of Purposeful Travel with Wayman and Penny Crosby
In today's episode, Victoria Emslie is joined by Wayman and Penny Crosby, integral members of the Nicola Wealth family and community leaders. Wayman has been instrumental in expanding Nicola Wealth's real estate offerings, while Penny has actively contributed to the Nicola Wealth Gives Back charitable committee, fostering a culture of giving. As the world gradually reopens post-pandemic, the allure of travel is stronger than ever, prompting many to seek journeys with deeper meaning. With decades of experience seamlessly blending philanthropy and a passion for travel, the Crosbys generously share their insights, experiences, and wisdom. The conversation covers a range of topics, including crafting a philanthropic strategy, instilling a sense of giving in children aligned with personal values, and the unexpected depth of "insight trips."
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Women’s LEAD: Building Tomorrow's Leaders with Sheila Biggers, CEO of JA British Columbia on Financial Literacy for Youth
11/23/2023
Women’s LEAD: Building Tomorrow's Leaders with Sheila Biggers, CEO of JA British Columbia on Financial Literacy for Youth
In the latest episode of The Wealth Exchange podcast, Selena Woo, the host of the Women's LEAD segment, engages in a conversation with Sheila Biggers, CEO and President of Junior Achievement British Columbia (JA British Columbia). With November being Financial Literacy Month, Sheila shares her extensive experience and passion for fostering upward mobility in youth. The discussion also sheds light on how JA British Columbia, a crucial entity within JA Canada and JA Worldwide, is actively shaping the leaders of tomorrow. Furthermore, Sheila and Selena delve into the impactful programs offered by JA British Columbia. These programs focus on financial health, work readiness, and entrepreneurship, aiming to provide young minds with the knowledge and confidence needed to make informed decisions.
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Lead Impact: Building Communities and Giving Back with Tom Shepansky, Founder of Rethink
11/16/2023
Lead Impact: Building Communities and Giving Back with Tom Shepansky, Founder of Rethink
In this episode, join host Ron as he delves into the inspiring journey of Tom Shepansky, the community-minded founder of Rethink based in Vancouver. From its humble beginnings in 1999 to its current global reach with offices in Vancouver, Toronto, Montreal, and New York, Rethink has become a leading force in the creative agency landscape. Tom shares insights into his entrepreneurial mindset, emphasizing the importance of giving back to the community. The conversation explores Tom's deep connection with Nicola Wealth, his involvement in advisory boards, and his role in driving Rethink's strategic direction.
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Investing Matters: The Future of Investing with Howard Marks of Oaktree Capital
11/09/2023
Investing Matters: The Future of Investing with Howard Marks of Oaktree Capital
In this episode, John Nicola, Chairman and CEO of Nicola Wealth, is joined by Howard Marks, Co-Chair of Oaktree Capital Management. Together, they explore the current economic landscape. They begin the conversation with insights on interest rates and inflation, then delve into topics like bargain and behavioural investing. The discussion also touches on the potential sources of returns—whether from beta or alpha activity. The episode ends with Howard sharing valuable advice for investors navigating the uncertainties in the months ahead.
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Investing Matters: Q3 2023 Market Commentary
11/02/2023
Investing Matters: Q3 2023 Market Commentary
Ben Jang, Portfolio Manager at Nicola Wealth, joins host Jasmine Marichic to provide an update on how global markets performed in the third quarter of the year. He shares his insights on why he believes that interest rates are likely to remain elevated for an extended period. He also discusses the significance of cash holdings and their advantages, along with his outlook on the future of the economy. At the time of recording, the following securities are held by Nicola Wealth: Microsoft Corp. Alphabet Inc. (Google) Mention of these securities is not a recommendation to buy or to sell.
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Philanthropy Focus: Raising Breast Cancer Awareness with Dense Breasts Canada
10/26/2023
Philanthropy Focus: Raising Breast Cancer Awareness with Dense Breasts Canada
In today's episode, Victoria Emslie is joined by Jennie Dale and Michelle Di Tomaso, co-founders of , a non-profit organization committed to raising awareness and advocating for optimal breast cancer screening. The conversation starts with a dive into the origins of Dense Breasts Canada, as they detail the organization's remarkable evolution over the course of eight years. As they unpack the topic at hand, Jennie and Michelle discuss the significance of breast density and why it is a pivotal factor in the early detection of breast cancer, which is a crucial element in saving lives. Throughout the episode, Jennie and Michelle also share the challenges women face while navigating the intricate world of breast cancer screening and shed light on the imperative transformations required to safeguard women's health and well-being.
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Women's LEAD: Crafting Success in the Beverage Industry with Co-Founder & CEO of Blume
10/19/2023
Women's LEAD: Crafting Success in the Beverage Industry with Co-Founder & CEO of Blume
In the latest episode of The Wealth Exchange podcast, Women’s LEAD segment host Selena Woo sits down with Karen Danudjaja, Co-Founder and CEO of Blume, and recipient of the Emerging Business Award and Women Entrepreneur of the Year Award from BC Food and Beverage. Karen's journey is nothing short of remarkable. At the age of 27, Karen embarked on a mission to transform the everyday latte using the magic of superfoods, drawing inspiration from her Southeast Asian heritage. Blume, led by an exceptional all-women team, achieved a remarkable milestone, raising $2.5 million in just five weeks, with 40% of the investors being women, and having an audience that is 90% women. Their products can now be found in mainstream supermarkets, boutique stores, and cafes across Canada and the United States. Throughout the conversation, Karen's philosophy shines: "Work hard and be nice to people." Her kindness, grace, and humility as a business owner are truly inspiring. Discover the magic of Blume and the incredible woman behind it all in this episode.
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Philanthropy Focus: Transforming Children's Mental Health with Capitalize for Kids
10/12/2023
Philanthropy Focus: Transforming Children's Mental Health with Capitalize for Kids
In today’s episode, Victoria Emslie speaks with Lucia Liscio and Jason Pun from (C4K). Lucia serves as the Managing Director of Business Development, and Jason holds the position of Managing Director of Impact Consulting at C4K. Lucia and Jason delve into the organization's inspiring journey of transformation over the years, shedding light on its profound mission and strategies aimed at enhancing children's mental health. Throughout this conversation, they highlight C4K's unique structure and its innovative approach to collaboration with partners and beneficiaries. Explore how they empower charitable organizations to foster resilient and supportive communities, ultimately bringing hope and meaningful change to the lives of children.
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Making Sense of AI – Part 2: AI's Evolution and the Automation Frontier with Mark Trevitt
10/05/2023
Making Sense of AI – Part 2: AI's Evolution and the Automation Frontier with Mark Trevitt
In this episode of The Wealth Exchange podcast, Ethan Astaneh hosts a special three-part series on Making Sense of AI. In Part 2, he is joined by Mark Trevitt, the founder and managing partner of Defined Capital, a venture capital firm with a distinct mission: supporting visionary founders who are pioneering the automation frontier, leveraging the convergence of data, human expertise, and AI to tackle intricate challenges in groundbreaking ways. During their discussion, Mark sheds light on key aspects of AI's evolving landscape. He explains how the next phase in AI development is poised to provide substantial advantages to organizations possessing proprietary or well-structured data. Furthermore, he shares his strategic approach to fund diversification, which is a necessary response to the swift advancements on the automation frontier. Lastly, Mark delves into the concept of AI agents, offering a compelling vision of how they may revolutionize our technology interactions in the future. -- At the time of recording, the following securities are held by Nicola Wealth: Microsoft Corp. Alphabet Inc. (Google) Mention of these securities is not a recommendation to buy or to sell.
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Women’s LEAD: Culture, Imposter Syndrome, and Motherhood in the Spotlight with Jennifer Tse
09/28/2023
Women’s LEAD: Culture, Imposter Syndrome, and Motherhood in the Spotlight with Jennifer Tse
Jennifer Tse, renowned for her roles in a variety of feature films and her successful endeavors as a model and entrepreneur, shares her experiences in the entertainment industries of North America and Asia. She sheds light on the cultural disparities and societal expectations she has encountered. In this episode, she candidly discusses her battle with imposter syndrome, her resilience in a demanding industry, and the transformative impact of motherhood. This insightful conversation with Jennifer offers a unique perspective on culture, identity, and personal growth in the spotlight.
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Philanthropy Focus: Inspiration and Innovation in Pediatric Oncology with Dr. Rebecca Deyell from BC Children's Hospital
09/21/2023
Philanthropy Focus: Inspiration and Innovation in Pediatric Oncology with Dr. Rebecca Deyell from BC Children's Hospital
In today's episode, Victoria Emslie is joined by Dr. Rebecca Deyell, a distinguished pediatric oncologist and researcher at BC Children's Hospital. What may have initially seemed like a somber discussion reveals a surprising source of inspiration. Dr. Deyell shares her journey into pediatric oncology, discussing the latest developments at BC Children’s Hospital in this field. She also explores the emotional challenges faced by families when their child is diagnosed with cancer and highlights the remarkable resilience of these young patients. Finally, leading up to this year’s Crystal Ball, a crucial fundraiser for the BC Children’s Hospital Foundation, Dr. Deyell and Victoria discuss the Clinical Trials Super Hub's potential to bridge research and patient care, offering hope to children battling severe illnesses. Learn more about BC Children’s Hospital Foundation’s Crystal Ball and how you can donate:
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Investing Matters: Real Estate Market Trends, Investment Strategies, and First-Time Buyer Tips
09/14/2023
Investing Matters: Real Estate Market Trends, Investment Strategies, and First-Time Buyer Tips
Ethan Astaneh welcomes back Dan Wurtele and Ryan Dash, partners at The Vancouver Life Real Estate Group, to The Wealth Exchange podcast. In today's discussion, Dan and Ryan delve into some of the most pressing issues impacting the Vancouver real estate market. They provide a comprehensive overview of the real estate landscape, examine the performance of investments across various segments, highlight the distinctions between Vancouver and the Toronto markets, and offer valuable advice tailored to first-time homebuyers. Furthermore, Ryan and Dan deliver an extensive market update on condos, townhouses, and detached houses. They also carefully assess whether the current market climate favours buyers or sellers, discuss interest rates and the impending wave of maturing mortgages, and provide their perspectives on potential policy responses to this critical issue.
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Women's LEAD: Mary Vitug on the Pivotal Themes to Balance a Thriving Career and Life
09/07/2023
Women's LEAD: Mary Vitug on the Pivotal Themes to Balance a Thriving Career and Life
With more than 30 years of experience in capital markets and financial services, Mary Vitug is a respected figure in the world of finance. Throughout her career, she has held leadership positions at prestigious institutions like Scotiabank and Women in Capital Markets. She has also served on various boards, including the Nicola Wealth Private Capital Investment Committee. Mary is well-known for her commitment to promoting Equity, Diversity, and Inclusion in the industry. In the latest episode of The Wealth Exchange podcast, Selena Woo, host of the Women's LEAD segment, engages in a conversation with Mary. During their discussion, Mary shares her wealth of knowledge and experiences, delving into the four pivotal themes that have profoundly shaped her remarkable journey: work-life integration, intellectual curiosity, personal branding, and the nuances of mentorship versus sponsorship.
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Investing Matters: Evaluating Opportunities and Investments in Private Debt
08/31/2023
Investing Matters: Evaluating Opportunities and Investments in Private Debt
Investing Matters is a segment of the Wealth Exchange podcast hosted by Jasmine Marichic. In this segment, Jasmine discusses planning topics, market commentary, general investing, and education on Nicola Wealth's unique pool of funds with an array of featured guests. Host Jasmine Marichic engages in an insightful conversation with Stacey Mouadeb, Director of Private Debt. Together, they break down the world of private debt. Stacey shares how her team selects lending opportunities in North America and provides insights on evaluating deals and making smart investment choices in private debt.
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