The Wealth Exchange

Oct 31 2024 100 ep. 37 mins 174
The Wealth Exchange Podcast artwork

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.

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Lead Impact: Innovations in Financial Technology with Chris Nicola & Cameron Smith

Oct 31 2024 19 mins  
In this episode, Cameron Smith, Vice President, Private Wealth | Client Relationship Manager, at Nicola Wealth, is joined by Chris Nicola, President, Nicola Wealth, to explore fintech innovation, AI's impact on wealth management, and how technology is reshaping client service. Chris shares his unique journey from co-founding WealthBar, Canada's first regulated robo-advisor platform

Investing Matters: Q3 2024 Market Commentary

Oct 24 2024 20 mins  
Ben Jang, Portfolio Manager at Nicola Wealth, joins host Jasmine Marichic to analyze market themes in the third quarter of 2024. The episode explores key developments in global markets, including shifting dynamics in U.S. equities, Canada’s interest rate cuts, and the rebound in real estate equities. Ben provides insights into the potential market impacts of the upcoming U.S. pr

Philanthropy Focus: Transforming Child Health with Malcolm Berry and Vanessa Flockton, BC Children's Hospital Foundation

Oct 17 2024 35 mins  
In the latest episode of The Wealth Exchange podcast, Teresa Virani is joined by Malcolm Berry, CEO of BC Children’s Hospital Foundation (BCCHF) and Vanessa Flockton, President, Private Wealth (Chief Advisory Officer at time of recording) at Nicola Wealth and a member of the BCCHF Board of Directors. They discuss philanthropy through the lens of transforming child health. As well

In the Ring with Rob: The Evolution and Future of Venture Capital with Matt Harris & Geoff Taylor

Oct 10 2024 49 mins  
In this episode, Robert Olsen, Vice Chair, Private Capital at Nicola Wealth, explores venture capital investing with Matt Harris, Partner at Bain Capital Ventures, and Geoff Taylor, Principal, Private Equity and Venture Capital at Nicola Wealth. Matt contrasts venture capital with private equity, emphasizing the bold visions and ‘why now’ factors that drive successful investmen

Women's LEAD: Patrice Mousseau on Building a Values-Driven Business

Sep 30 2024 44 mins  
In the latest episode of The Wealth Exchange podcast, Selena Woo is joined by Patrice Mousseau, CEO and founder of Satya Organic, a sustainable, steroid-free, and all-natural skincare line. Motivated by her daughter’s struggle with eczema and a desire for natural healing solutions, Patrice embarked on an entrepreneurial journey that challenged traditional business norms. Beyond

Investing Matters: Residential Real Estate Market Trends, COVID’s Impact, and Future Outlook with The Vancouver Life

Sep 26 2024 51 mins  
In this episode of Investing Matters, Ethan Astaneh is joined by Dan Wurtele and Ryan Dash, partners at The Vancouver Life Real Estate Group, to examine the current state of Vancouver’s residential real estate market. Together, they explore the latest market trends, including the shift towards a balanced market and the impact of the pandemic on housing dynamics. Dan and Ryan prov

Investing Matters: U.S. Election Dynamics and Market Effects with Ed Mills

Sep 19 2024 46 mins  
In this episode of The Wealth Exchange, host Ben Jang, Portfolio Manager in the Nicola Wealth Public Assets Group, talks with Ed Mills, Managing Director and Washington Policy Analyst at Raymond James. Ed shares his insights on the unexpected twists in the U.S. presidential election, including the early debate and the switch in the Democratic nomination. They discuss key policy

Investing Matters: The Intersection of Institutional and Private Capital in Real Estate with Don Harrison

Sep 12 2024 42 mins  
In this episode of the Wealth Exchange, Mark Hannah, Managing Director, Nicola Wealth Real Estate, is joined by Don Harrison, an Independent Advisor on the Nicola Wealth Real Estate Investment Committee. Don has extensive experience in the commercial real estate industry and recently served on the senior executive team for Great West Life Realty Advisors. Together, they delve into

Lead Impact: The Path to a Successful Business Exit with Joe Markovitch

Aug 29 2024 24 mins  
In this episode, Ron Haik, Wealth Advisor | Client Relationship Manager, at Nicola Wealth, welcomes Joe Markovitch, a seasoned business exit planner, to discuss the complexities and emotional journey of exiting a business. Joe, who describes himself as an “exit Sherpa,” shares his expertise in guiding business owners through the intricate process of exit planning. Joe outlines

Women's LEAD: Above and Beyond Leadership with Henna Mazzocco

Aug 22 2024 54 mins  
In the latest episode of The Wealth Exchange podcast, Selena Woo is joined by Henna Mazzocco, the owner and lead photographer at Skyscape Studio. Henna specializes in drone photography and video production, bringing over two decades of experience in marketing and sales to her craft. During the episode, Henna shares captivating stories of capturing breathtaking aerial views and how