30 episodes

The Wealth Exchange provides access to the experts, and addresses issues affluent families across Canada face every day, from buying a vacation home to selling your business, tax planning and philanthropy.

The Wealth Exchange Nicola Wealth

    • Investing

The Wealth Exchange provides access to the experts, and addresses issues affluent families across Canada face every day, from buying a vacation home to selling your business, tax planning and philanthropy.

    Lead Impact: Treana Peake From Obakki on the Ripple Effect of Kindness.

    Lead Impact: Treana Peake From Obakki on the Ripple Effect of Kindness.

    Treana Peake started the luxury clothing line Obakki, which has been seen on numerous celebrities and in international publications. In 2009 she formed the Obakki Foundation, bringing clean water, education, agriculture and medical care to parts of Africa, helping over 3 million people. All administration costs are absorbed with profits from the clothing line.

    Treana shares her journey in both entrepreneurship and philanthropy, and how she has combined the two to carry forward a random act of kindness.

    • 33 min
    Investor Education: Investing in Alternative Strategies

    Investor Education: Investing in Alternative Strategies

    Host Ethan Astaneh speaks with Nicola Wealth Portfolio Manager, Ben Jang, who manages the Nicola Alternative Strategies fund. 

    Together, Ethan and Ben discuss what investing in alternative strategies means. Ben gives listeners a high-level summary of this lesser understood asset class, and provides tangible examples and a high-level explanation on the tactical strategies being employed — ultimately, providing listeners with better clarity into how Nicola Wealth’s money in this fund is being invested

    • 26 min
    Hot Topic: Designing Living Buildings to Push Boundaries for a Healthier Planet with Jason McLennen

    Hot Topic: Designing Living Buildings to Push Boundaries for a Healthier Planet with Jason McLennen

    Host Ethan Astaneh speaks with Jason McLennan, a prominent figure in the green building movement.

    Jason is a highly sought designer, consultant, and thought leader around the world. His company, McLennan Design works to make a significant positive change, with a focus on deep green, regenerative design solutions.

    Jason explains what a living building is and why it is important in the effort to tackle climate change and elaborates on what it is like working on and living in a living building.

    • 29 min
    Lead Impact: Moving the Needle on Lesser Known Areas of Healthcare with Dr. Alastair Younger.

    Lead Impact: Moving the Needle on Lesser Known Areas of Healthcare with Dr. Alastair Younger.

    Dr. Younger moves the needle with regards to health — not just in his own, direct work, but in research and medical databasing which he has helped pioneer internationally.

    Dr. Younger builds a compelling case on why this area deserves more attention. Listen to Dr. Younger’s work in the areas of orthopedics, some of the medical strides he has made, the challenges his team faces and how philanthropy can solve many of these issues and challenges.

    • 37 min
    Market Commentary: Slowing Global Growth and the Upcoming U.S. Election

    Market Commentary: Slowing Global Growth and the Upcoming U.S. Election

    Host Ethan Astaneh, Nicola Wealth Financial Advisor, speaks with Chief Investment Officer Rob Edel to provide a market commentary on Q3 2019.

    Rob provides a market update and discusses factors that are impacting markets leading to slowing global growth, including the continuing trade war, the upcoming U.S. election and the policy uncertainty that comes along with that outcome. 

    • 21 min
    Lead Impact: Frank Giustra’s Strategy for Philanthropy and Five Secrets to Living a Balanced Life.

    Lead Impact: Frank Giustra’s Strategy for Philanthropy and Five Secrets to Living a Balanced Life.

    This week on The Wealth Exchange, David Sung, President of Nicola Wealth Management, will be your host. He’s kicking off a new segment called ‘Lead Impact,’ where they’ll be meeting with successful leaders to learn how they use their influence to create impact and inspire change within their community and beyond.

    • 51 min

Customer Reviews

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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