The Wealth Exchange

Nicola Wealth
  • 4.6 (34)
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  • UPDATED BIWEEKLY

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.

  1. 19 HRS AGO

    Succession Isn't a Transaction: What Business Owners Often Discover Too Late

    Leadership transitions are defining moments for any organization. When done well, they preserve what made a firm successful while creating space for the next generation to lead. In this episode, host Natalie Michael, Managing Partner of CEO Next Chapter, speaks with John Nicola, Founder and Chief Investment Officer of Nicola Wealth, and Chris Nicola, the firm's newly appointed CEO. Together, they reflect on the journey that led to the leadership transition and the careful planning that supported it, including the role of independent governance, succession planning, and the board led process used to select the next leader. The conversation explores what it means to step into leadership within a complex and rapidly growing organization. John and Chris discuss the realities of CEO succession, the importance of communication across a growing firm, and how leadership, technology, and critical thinking will shape the company's next chapter. For founders, business owners, and leaders thinking about succession, this episode offers a candid look at how thoughtful planning and strong governance can help ensure a successful leadership transition.

    29 min

  2. MAR 5

    Real Estate's Reset, Revisited: What's Changed and What Hasn't

    Real estate remains front-page news; from trade tensions and a soft condo market to the implications of BC's Cowichan land claim ruling. In this follow-up episode, Rob Olsen, Head of Nicola Wealth Private Capital, reconnects with Mark Hannah, Executive Managing Director, Real Estate, to revisit their earlier conversation on valuation pressure and liquidity challenges, exploring what has shifted since then and what investors can expect in 2026.   Mark shares updates on portfolio performance across Canada and the U.S., the state of redemptions, recent asset sales, and early signs of renewed momentum in leasing, transaction activity, and buyer demand, plus how improving risk premiums, geopolitical uncertainty, and evolving trade dynamics are influencing today's opportunity set. For investors navigating mixed headlines and evolving market signals, this episode provides a clear, measured perspective on where real estate stands today, and how discipline and long-term thinking may position portfolios for the next phase of the cycle.

    38 min

  3. FEB 25

    Beyond the Practice: Smart Financial Strategies for Dental and Medical Professionals

    In this episode, Ron Haik, Wealth Advisor | Client Relationship Manager at Nicola Wealth, is joined by Karisa Schaitel, Wealth Advisor | Client Relationship Manager and CPA, for a practical discussion on tax planning, estate considerations, and long-term wealth strategy for physicians and dentists. Drawing on their experience advising owner-managed professional corporations across Canada, they explore how financial decisions evolve over the life of a practice, and why proactive, coordinated planning matters. The conversation covers common planning gaps, the risks of siloed advice, cash flow management for growing practices, and the unique considerations around practice ownership, regulatory environments, and exit strategies. They also discuss how early planning can expand options later, from leveraging small business tax advantages to preparing for a tax-efficient sale and retirement transition. For medical and dental professionals seeking clarity on how to align their corporate structure, personal goals, and long-term wealth plan, this episode offers a grounded, holistic perspective on building flexibility and protecting it at every stage of the journey.

    41 min

  4. FEB 19

    Beyond the Hype: How Long-Term Investors Are Thinking About AI

    Artificial intelligence sits at the center of today's market narrative, surrounded by extraordinary investment, ambitious projections, and no shortage of bold claims. Yet as capital pours into infrastructure, chips, and data centers, investors are increasingly asking a more difficult question: what does realistic, long-term value creation from AI actually look like? In this episode, host Chris Nicola, CEO of Nicola Wealth, sits down with Eugene Wong, Associate Portfolio Manager | Public Assets, to unpack what's really happening inside the AI super cycle. Drawing on Eugene's research paper "The AI Gold Rush" and his background in technology, the conversation explores the scale of AI infrastructure spending, the gap between investment and earnings, and why productivity gains have so far fallen short of the most optimistic forecasts. For investors looking to move beyond headlines and understand how AI fits into a disciplined, long-term investment framework, this episode offers a thoughtful, grounded perspective on where we may be in the cycle, and how patience, selectivity, and realism matter most as the story continues to unfold.

    25 min

  5. FEB 5

    5 Mistakes Even Seasoned Investors Can Make

    Most investing mistakes do not happen in moments of panic. They often happen when confidence is high, markets feel calm, and success starts to feel familiar. In this episode of The Wealth Exchange, James Atherton, Vice President, Private Wealth | Client Relationship Manager and Chris Warner, Wealth Advisor | Client Relationship Manager examine five common errors seasoned investors can make, and share practical frameworks for staying disciplined, aligned, and prepared through every phase of the cycle. Through real client experiences and practical insight, the conversation explores how discipline can drift, risk can quietly increase, and well-intentioned decisions around taxes, liquidity, and portfolio structure can have unintended consequences. The discussion challenges common assumptions about experience and safety, and highlights why strong markets can be just as dangerous as volatile ones. For investors who want to protect what they have built and sharpen their decision-making before mistakes become potentially expensive, this episode offers perspective, clarity, and a timely reminder that lasting success is rarely accidental.

    45 min

  6. JAN 29

    Why Infrastructure Can Be a Steady Force in a Volatile Market

    Infrastructure continues to play a distinct role in portfolios, particularly during periods of economic and market change. In this episode of The Wealth Exchange, host Jasmine Marichic, Wealth Advisor | Client Relationship Manager at Nicola Wealth, speaks with Ashley Ng, Senior Director and Head of Infrastructure Investments, and Sebastian Nicholson, Principal, Infrastructure Investments, about infrastructure. Drawing on real-world examples, from power grids and data centres to energy transition assets, the conversation explores how infrastructure generates cash flows, responds to inflation, and behaves in shifting interest rate environments. Ashley and Sebastian also discuss current areas of focus, including digital infrastructure supporting AI, energy security, and the role of private capital in upgrading essential infrastructure. This episode offers a clear, practical discussion for investors looking to better understand how infrastructure may fit within a diversified portfolio.

    20 min

  7. JAN 23

    What Are You Really Passing Down? Values, Wealth, or Confusion

    Legacy is often treated as an end-of-life conversation, but what if it is actually a daily practice? In this episode of The Wealth Exchange, host Cassandra Cross is joined by Teresa Virani, Executive Director of Philanthropy at Nicola Wealth, to explore how legacy is shifting from an end-of-life concept to a lived and intentional practice. Drawing on her work with families across Canada, Teresa shares how wealth becomes most meaningful when it is directed with purpose rather than simply accumulated. The conversation examines how philanthropy can strengthen family connections, prepare the next generation for stewardship, and bring clarity to wealth transfer conversations that often feel complex or emotional. Together, Cassandra and Teresa discuss how women are redefining wealth through confidence, collaboration, and long-term thinking. They explore everything from involving children earlier in financial conversations to using strategic giving tools that align generosity with values and long-term planning. For women and families looking to approach wealth with greater intention, this episode offers a thoughtful perspective on how legacy is built in real time through the choices we make, the conversations we have, and the values we choose to live by.

    37 min

  8. JAN 15

    The Global Infrastructure Opportunity Hiding in Plain Sight

    Infrastructure underpins everything from energy to transport... but how do the world's largest investors decide where to place billions in long-term capital?  In this episode of The Wealth Exchange, host Robert Olsen is joined by Thomas Vieillescazes, Partner and Head of CVC DIF France, the infrastructure arm of global investment firm CVC. Alongside co-host Sebastian Nicholson, they explore how global infrastructure investing requires local teams with boots on the ground. From public-private partnerships to renewable energy, Thomas shares what it takes to manage major infrastructure assets, navigate complex regulations, and uncover opportunity in changing markets. With over €19 billion in assets under management, CVC DIF offers a rare, behind-the-scenes look at how large-scale infrastructure deals really come together.

    43 min
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4.6
out of 5
34 Ratings

About

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.

Information

  • Creator
    Nicola Wealth
  • Years Active
    2018 - 2026
  • Episodes
    99
  • Rating
    Clean
  • Copyright
    ©Copyright 2018 Nicola Wealth Management.
  • Show Website
    The Wealth Exchange

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