The Wealth Exchange

Nicola Wealth
  • 0.0 (0)
  • INVESTING
  • EVERY TWO WEEKS

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. 4 DAYS AGO

    Equity Gains and Economic Strains: Q3 2025

    A resilient market masked a quarter defined by policy tension, valuation concerns, and inflation uncertainty. In this quarterly edition of The Wealth Exchange, Nicola Wealth Portfolio Manager and Investment Strategist Ben Jang joins host Jasmine Marichic to unpack a quarter marked by rising equity markets and rising risks. From the evolving US–Canada tariff dispute and its implications for key industries, to concentrated market leadership, high valuations, sticky inflation, and bond volatility, Ben explores the complex macro environment investors face today. He also explains why diversification, real assets, and illiquidity premiums can play a vital role in helping build more resilient portfolios.

    16 min

  2. 25 SEPT

    Beyond RRSPs: The IPP Advantage

    In this weeks episode, Ethan Astaneh, Client Relationship Manager at Nicola Wealth, explains how IPPs work for incorporated professionals, business owners, and executives - offering tax deferral, income splitting, and estate planning benefits that can help families manage wealth more efficiently.  Discover real world examples, eligibility criteria, and why successful professionals are incorporating IPPs as a complement to traditional RRSPs. If you're earning high T4 income or planning to sell your business, this retirement strategy could enhance your long-term retirement and estate planning.

    22 min

  3. 18 SEPT

    Sarah McLachlan & John Nicola on Music, Mentorship, and Miracles

    Music has the power to transform lives, and few understand this better than Sarah McLachlan. In this episode, host John Nicola, CEO, CIO and Chairman at Nicola Wealth, sits down with the Grammy-winning artist and philanthropist to explore her remarkable journey from a 19-year-old with a record deal to the founder of a groundbreaking music education program.  Together, they trace McLachlan's path from Halifax to Vancouver, her early experiences with World Vision that sparked a lifelong commitment to giving back, and the creation of Sarah McLachlan School of Music 24 years ago. The conversation dives deep into the school's barrier-free model, serving 1,200 students across Vancouver, New Westminster, and Edmonton with completely free programming, and the extraordinary results - including a 99% high school graduation rate among participants.  McLachlan shares insights from her annual "Barefoot in the Backyard" fundraiser, the challenges of scaling a nonprofit organization, and her vision for sustainable philanthropy. The discussion also explores broader themes around community impact, the infinite game of giving back, and how access to music education can provide vulnerable youth with mentorship, connection, and a safe space to discover their authentic selves. Learn more about the Sarah McLachlan School of Music

    45 min

  4. 28 AUG

    The Rational Investor: Navigating Behavioural Pitfalls with John Nicola

    Even the most disciplined investors can be influenced by emotions and biases. In this episode, Benjamin Jang, Investment Strategist at Nicola Wealth, introduces John Nicola, Chairman, CEO & CIO, who explores the field of behavioural finance. John examines the psychological traps that can influence even the most experienced investors, from loss aversion and overconfidence to anchoring and confirmation bias, and how these behaviours can affect long-term returns. Drawing on historical examples and modern research, John highlights practical ways investors can counteract bias through systematic rebalancing, disciplined asset allocation, and diversification.

    13 min

  5. 22 AUG

    Housing at a Crossroads: What’s Driving Canada’s Real Estate Market?

    Canada’s housing market is at a crossroads, driven by record immigration, shifting interest rates, and mounting construction challenges. In this episode, host Ethan Astaneh, Wealth Advisor | Client Relationship Manager, sits down with Dan Wurtele and Ryan Dash of The Vancouver Life Real Estate Group for a data-driven look at the state of Canadian real estate. Together, they unpack the demand story behind immigration, what interest rates and cap rates are signalling, and why investor sentiment remains cautious. The conversation also dives into stalled development projects, the rise of purpose-built rentals, and new opportunities emerging in multiplex housing, shedding light on what these shifts mean for homeowners, investors, and the next generation of buyers. Sign Up for our Newsletter About The Vancouver Life

    45 min

  6. 31 JUL

    Planning Through Uncertainty: A Guide for High-Net-Worth Families

    In this episode, Vanessa Flockton, President of Private Wealth at Nicola Wealth, addresses the questions on every investor’s mind: How do you plan and invest when the world feels anything but stable? From rising geopolitical tensions and tariff wars to market volatility and inflation concerns, Vanessa shares a grounded approach to navigating uncertainty through disciplined financial planning. With a sample case study of long-time clients, Vanessa illustrates how Nicola Wealth’s disciplined approach, grounded in personalized planning, diversified asset allocation, and a focus on cash-flow-generating investments, can help families stay on track, even in uncertain times.

    15 min

  7. 24 JUL

    Pattern Recognition and Persistence: Hard-Won Lessons from a PE Veteran

    What does it take to build a lasting career in private capital? In this episode, Nicola Wealth’s Rob Olsen sits down with Mike Mazan, longtime private equity leader, board member, and co-founder of KingsPeak Partners, to explore the evolution of Canada’s private capital landscape over the past two decades.   From early lessons at McKinsey and Rogers to landmark investments at Birch Hill Equity Partners, including early backing of Constellation Software, Mike reflects on the wins, the pivots, and the leadership values that shape successful long-term investing. He shares his transition to family office investing, his motivations for co-founding Kingspeak, and how he and his partners are deploying their own capital with an indefinite time horizon.

    50 min

  8. 17 JUL

    Canadian Markets vs. Tariff Headwinds: Q2 2025

    Markets may be rising, but risks are too. In this quarterly edition of The Wealth Exchange, Nicola Wealth Portfolio Manager and Investment Strategist Ben Jang joins host Jasmine Maricic to unpack the sharp contrasts of the second quarter of 2025 — from tariff shocks and interest rate uncertainty to surprising equity rebounds. Together, they explore where Nicola Wealth sees opportunity in today’s complex environment, including fixed income, public equities, and secondary private markets. They also touch on reporting transparency, the importance of rebalancing, and strategies to help investors avoid emotional decision-making.

    18 min
See All (100)

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 - 2025
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    ©Copyright 2018 Nicola Wealth Management.
  • Show Website
    The Wealth Exchange

You Might Also Like