The Wealth Exchange

Mar 06 2025 100 ep. 37 mins 188
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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Women, Wealth, and the Path to Financial Confidence

Mar 06 2025 15 mins  
Women are increasingly taking the lead in managing their families' finances, but many still face challenges in feeling confident about their financial decisions. In this episode, Wealth Advisors Cassandra Cross and Dami Gittens explore the crucial role of financial literacy and empowerment, and why it’s so important for women to take control of their financial futures. Drawing fr

In the Ring with Rob: From Corporate Finance to Entrepreneurship with David Rogers

Feb 27 2025 33 mins  
In this episode, host Robert Olson sits down with veteran finance leader and entrepreneur David Rogers, who shares his remarkable journey from corporate roles at Cooper's and Lybrand and TD Bank to creating Caledon Capital, which grew to manage $10 billion in assets under management. David offers candid insights into his career transitions, from joining FirstService in its infancy

Investing Matters: Canadian Charitable Donations Update

Feb 20 2025 4 mins  
In this episode of The Wealth Exchange, Timothy Stranks gives us an update on the deadline extension for the charitable giving deadline. Canadian charitable donors received a deadline extension this tax season—but important limitations apply. Tim Stranks, Wealth Advisor | Client Relationship Manager, and a Director of the Nicola Wealth Private Giving Foundation, examines the rec

Investing Matters: 5 Estate Planning Mistakes That Can Cost You—And How to Avoid Them

Feb 13 2025 10 mins  
In this episode, Jasmine Marichic, addresses the top five estate planning mistakes made by business owners and affluent families. Your legacy is more than just wealth—it’s your business, your values, and the future of your family. Yet many business owners and affluent families make critical mistakes in estate planning that can lead to unnecessary taxes, family disputes, or ev

Investing Matters: The Impact of Trump’s Tariff Threats on Canadians

Feb 06 2025 16 mins  
Ben Jang, Portfolio Manager, analyzes U.S.-Canada trade relations, including recent developments in tariff negotiations and their potential impact on investors. Ben Jang, Portfolio Manager, examines the potential impact of U.S. tariffs on Canadian goods and broader market trends. Ben provides insights into the latest discussions between Trump and Trudeau, the potentia

Investing Matters: Q4 2024 Market Commentary

Jan 09 2025 23 mins  
Ben Jang, Portfolio Manager at Nicola Wealth, joins host Jasmine Maricic to analyze market themes from the fourth quarter of 2024. Together, they explore key economic and political developments shaping the final months of 2024 and the early days of 2025. From Justin Trudeau's resignation and its implications for Canada’s political landscape to Trump’s policy shifts and their in

Investing Matters: 2024 Economic Review & Charting the Path to 2025

Dec 19 2024 5 mins  
In the season finale of The Wealth Exchange, host Jasmine Marichic provides a thoughtful overview of 2024's key economic developments and their potential influence on the year ahead. As we transition into 2025, she offers perspective on the broader market trends and policy changes shaping Canada's investment landscape. Drawing on insights from Nicola Wealth's Chief Economist, Rob E

In the Ring with Rob: Building Better Businesses with Xerox CEO turned PE Founder Ursula Burns

Dec 05 2024 54 mins  
In this episode, Robert Olsen and Vanessa Flockton sit down with trailblazing business leader Ursula Burns. As the first black woman to lead a Fortune 500 company, Burns shares her remarkable journey from growing up in New York City public housing to starting as an intern at Xerox and rising to become its CEO. She led the company’s transformation from a print and copy giant to a

In the Ring with Rob: AI, Growth Equity, and the Future of Tech Investing with Intrepid Growth Partners

Nov 28 2024 40 mins  
In this episode, host Robert Olsen talks with Mark Machin and Mark Shulgan from Intrepid Growth Partners about the growing role of AI in growth equity investing. The conversation explores the founders’ backgrounds in science and banking, and how these experiences shape their focus on AI-driven investments. Machin and Shulgan explain their investment strategy, emphasizing their ap

Investing Matters: U.S. Policy Shifts and Market Impacts with Ed Mills

Nov 20 2024 46 mins  
In this episode of The Wealth Exchange, Ben Jang, Portfolio Manager in the Nicola Wealth Public Assets Group, is joined once again by Ed Mills, Managing Director and Washington Policy Analyst at Raymond James. The discussion covers potential impacts of U.S. policy shifts under various leadership scenarios. From bipartisan tensions surrounding semiconductor export restrictions to he