80 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
    • 4.6 • 31 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.

    Lead Impact: Disrupting the Charitable Sector with Diana Zhang

    Lead Impact: Disrupting the Charitable Sector with Diana Zhang

    Diana Zhang is the CEO and Co-Founder of NeighborShare a rapidly growing direct giving approach that empowers communities to help families in critical moments of need. 

    Diana left a successful career in finance to pursue NeighborShare and has used venture philanthropy to run her charity, a model that is similar to how many tech startups operate. 

    • 33 min
    Investing Matters: John Nicola Answers Your Biggest Questions for Tax Season

    Investing Matters: John Nicola Answers Your Biggest Questions for Tax Season

    In this episode CEO John Nicola sits down with Senior Vice President of Advisory Services Vanessa Flockton to answer some of your biggest questions on taxation and the current minority Liberal government.

    They discuss a range of possible tax measures that could come out of the upcoming budget, how they think this new minority Liberal government will handle taxes moving forward, and share strategies that can be used to successfully manage tax outcomes.

    • 25 min
    Investing Matters: Q3 2021 Market Commentary and the Impact of Inflation

    Investing Matters: Q3 2021 Market Commentary and the Impact of Inflation

    CIO Rob Edel and Financial Advisor Ethan Astaneh provide a Q3 2021 Market Commentary. They discuss stock and bond markets and the pressure they have come under, as well as the impact of inflation and how it will impact all of us in different and nuanced ways. 

    On a global scale they also discuss the Chinese economy, the shipping crisis and what to look for with the upcoming US midterm elections. 

    • 20 min
    Lead Impact: Smarter, Tax Effective Strategic Giving with Ron Haik

    Lead Impact: Smarter, Tax Effective Strategic Giving with Ron Haik

    Strategic giving involves the alignment of your long-term financial goals with your philanthropic aspirations. Before pursuing a charitable giving plan, it is important to understand the number of tax-effective strategies available to you.

    There are effective tools you can implement to reduce your taxable income and ensure the greatest impact on your cause and your financial future. Hosts Ron Haik and Rick Goossen share their smarter, tax-effective giving strategies.

    • 28 min
    Philanthropy Focus: Smashing the Stigma of HIV/Aids with Joanne Simons

    Philanthropy Focus: Smashing the Stigma of HIV/Aids with Joanne Simons

    Host Victoria Emslie speaks with Joanne Simons, CEO of Casey House. Casey House is Canada's first and only hospital for people living with HIV/AIDS.

    They discuss how Casey House has evolved from its beginnings as a hospice during the AIDS epidemic to the multidisciplinary hospital it is today. She also provides some insight on the impact of the stigma around HIV, what her team has done and continues to do to change that narrative and what we can all do to make our world more inclusive. 

    • 38 min
    Better Business: How to do Good and Make a Profit with Saul Brown

    Better Business: How to do Good and Make a Profit with Saul Brown

    Having a successful business and creating a positive impact do not need to be mutually exclusive. Saul Brown, Founder and Chief Storyteller of Saul Good Gift Co. joins host Mark Therriault to share how he built a successful and profitable business that gives back.

    One of the first to become a Certified B Corporation, Saul discusses what it means to build a business that balances purpose and profit and provides simple steps that any organization can take to do better.

    • 38 min

Customer Reviews

4.6 out of 5
31 Ratings

31 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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