The Wealth Exchange Nicola Wealth

Over the past several years, the Canadian Federal Government's budgets have introduced tax changes affecting high-income earners and business owners. This year's budget announcement includes a proposed change to the capital gains inclusion rate.
In this episode, John Nicola, Chairman, CEO, and CIO, and Ethan Astaneh, Wealth Advisor | Client Relationship Manager, at Nicola Wealth are joined by Matthew Baker, Partner in Tax at Baker Tilly Canada. They outline key tax considerations and strategies that investors should be aware of as they monitor their long-term financial plans.

In this episode, Mark Hannah, Managing Director of Nicola Wealth Real Estate, speaks with Wayman Crosby, an Independent Advisor on the Nicola Wealth Real Estate Investment Committee, and Director of the Nicola Wealth Private Giving Foundation and the Nicola Gives Back Charitable Committee. Wayman, an accomplished entrepreneur and passionate philanthropist, shares insights from his 50-year career, discussing how he has successfully navigated business cycles, his dedication to philanthropy, and the importance of structured personal planning. He emphasizes the significance of meaningful engagement, giving back, and maintaining a balanced, healthy life, demonstrating how these values drive both personal and professional success.
Sign Up for our Newsletter

In this episode of the Wealth Exchange, Robert Olsen, Vice Chair, Private Capital at Nicola Wealth unpacks the private equity secondaries market with industry expert Joy Savchenko, Senior Managing Director at Evercore. Joined by Tori Buffery, Senior Director, Private Equity Secondaries at Nicola Wealth, the three use their expertise to demystify terminology and comment on trends in the secondaries market.
Joy shares insights into continuing to build the legacy of Evercore and and predictions for the current and future states of the secondaries market. Meanwhile, Tori offers valuable perspectives on private equity secondaries from the lens of high-net-worth individuals, showcasing Nicola Wealth's strategic approach.
Sign Up for our Newsletter

 















 

On this episode of The Wealth Exchange, we have featured audio from our live panelist discussion that took place on May 8th at our Women’s LEAD Event in Toronto. The night was filled with community building and knowledge sharing with our inspiring panelists; Diana Matheson, Co-Founder, Project 8 and Canadian former professional soccer player, Safoura Zahedi who is an Artist, Architect, Educator, and Geometry Expert, Meghan Roach, the President and CEO of Roots, and Dimitra Davidson, Founder of Indeed Laboratories.
This diverse group of panelists from different backgrounds and fields of work shared stories of their successes and barriers to leadership. Steering the conversation was our expert moderator, Paulina Cameron, COO of Flytographer and Author, who was able to tie together the shared experiences of all the incredible women who took the stage. 

In this episode, Robert Olsen, Vice Chair, Private Capital at Nicola Wealth explores private equity investments with industry expert Brett Fisher, Managing Director at Fisher Lynch Capital. Joined by Kazuki Nohdomi, Portfolio Manager, Private Equity and Venture Capital at Nicola Wealth, they uncover the world of private equity.
Brett shares insights into the inception of Fisher Lynch Capital in 2003 and the differences between private and public investments. Meanwhile, Kazuki offers valuable perspectives on private equity from the lens of high-net-worth individuals, showcasing Nicola Wealth's strategic approach.
Sign Up for our Newsletter

 















 

Ben Jang, Portfolio Manager at Nicola Wealth, joins host Jasmine Marichic to discuss market themes in the first quarter of 2024. They analyze historical trends that influence today's markets and deliver practical advice for constructing resilient investment portfolios.
Additionally, Ben provides valuable insights on how investors can avoid common pitfalls like recency bias, and offers strategic guidance in navigating uncertain market conditions. Their discussion extends from interpreting the implications of interest rate fluctuations to staying informed about global events such as upcoming elections.
Sign Up for our Newsletter