100 episodes

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.

The Wealth Exchange Nicola Wealth

    • Business
    • 4.5 • 33 Ratings

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.

    Women's LEAD: Balancing Ambition and Work-Life Harmony with Natalie Miller

    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.

    • 42 min
    Lead Impact: Patrick Chan's Transition from Canadian Skating to Finance

    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.

    • 31 min
    In The Ring With Rob: Exploring the Golden Age of Private Credit with Howard Widra

    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 Apollo and Head of Direct Originations at MidCap Financial. 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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    • 35 min
    Women's LEAD: Cally Wesson's Commitment to Women's Wellness

    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.

    • 44 min
    Investing Matters: The Real Estate Market in 2024 With The Vancouver Life

    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.

    • 48 min
    Lead Impact: Charitable Giving in Canada with John Bromley

    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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    • 23 min

Customer Reviews

4.5 out of 5
33 Ratings

33 Ratings

Elle 8899 ,

Informative and helpful

Succinct and informative podcast. Topics are relevant for today’s financial climate. Thank you for publishing this. I have learned a lot from this series.

Jeff McEwen ,

Great Podcast

Check it out. Entertaining and good info.

Cam Kesteven ,

Great Podcast for us out of towners

This podcast series is not only well done and with pertinent topics but much appreciated by us Nicola Wealth clients who live some distance from Vancouver and so find it challenging to get in for the live presentations.
Well done Team Nicola!

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