The Wealth Exchange

Many investors believe they're diversified, but beneath the surface, today's market is increasingly driven by a small number of companies. In this episode of The Wealth Exchange, Ben Jang, Portfolio Manager & Head of Fixed Income,  joins Sean Oye, Head of Public Assets, to examine how the rapid rise of AI is reshaping today's markets, concentrating performance among a small group of companies and...

Canada has all of the ingredients for growth: talent, capital, resources, and innovation. So why has Canadian productivity lagged behind many of its global peers for decades? In this episode of The Wealth Exchange, Ben Jang sits down with Pedro Antunes, Chief Economist at Signal 49 Research, to explore the forces sharping Canada's economic future. They examine the opportunities and challenges faci...

Insurance is often viewed as a product. But when does it become a strategic planning tool? Host James Atherton, Managing Director | Private Wealth, sits down with Samantha Findlay, Managing Director | Insurance at Nicola Wealth, to explore insurance not as a product, but as a tool for providing f lexibility when it matters most. Together, they unpack how to evaluate term versus permanent coverage,...

One in four Canadians experience food insecurity, and in Vancouver, 30% of food bank clients are employed full-time.  In this episode, John Nicola sits down with David Long, CEO of the Greater Vancouver Food Bank to explore how the GVFB has transformed itself from a traditional food bank into a modern distribution model focused on fresh food, operational discipline, and long-term impact. You'll he...

Impressive credentials, a polished presentation and strong market opinions can be convincing - but they don't always add up to good financial advice. So how can investors tell the difference? Host James Atherton sits down with Chris Warner, Wealth Advisor | Client Relationship Manager at Nicola Wealth, for a candid conversation about what quality financial planning actually looks like, why bad adv...

Markets are finding stability, but the risks driving them are quietly shifting. Beneath the calm, questions around valuations, concentration, geopolitics, and diversification are becoming harder to ignore. Join host Jasmine Marichic and Ben Jang, Portfolio Manager | Investment Strategist at Nicola Wealth, as they unpack Q1 2026 . You'll hear: • What "normalization" really means in today's market e...

Major life events like divorce, inheritance, or changing family dynamics can feel deeply personal, but they often carry immediate legal and financial consequences. How can you make thoughtful decisions when emotions are high and the stakes are long-term? Host Cassandra Cross sits down with Sierra Yanish, Family Lawyer, Mediator, and Arbitrator at BDL Family Law, to explore how personal transitions...

Markets can surge for years, but history shows momentum rarely lasts forever. How should investors respond? Host William John sits down with John Nicola, Founder, Executive Chair, and Chief Investment Officer of Nicola Wealth, to explore mean reversion, the idea that over time highs come down and lows move up, and what it means for today's investors. Drawing on decades of experience across public...

Private credit is everywhere in the headlines, but are the risks as big as they seem? Host Rob Olsen sits down with Jurgen Van Vuuren, Senior Director & Head, Private Debt, and Stacey Mouadeb, Senior Director, Private Debt to cut through the noise and unpack what's really happening in today's private credit market. You'll hear: What's driving the growth of private credit Why recent negative headli...

Interest rates are up and real estate values have shifted. So where are the opportunities now, and how does real estate debt fit into your portfolio? Host Rob Olsen sits down with Mark Tiu, Director of Mortgage Investments at Nicola Wealth, and Sam Brown, President and Head of Commercial at CMLS Financial, one of Canada's largest commercial mortgage lenders, to share their front-line perspective o...

Excellence is rarely defined by a single moment. More often, it is built quietly over years through discipline, preparation, and the support of a trusted team. In this episode of The Wealth Exchange , Nicola Wealth's Institutional President David Sung sits down with Olympic medalist and three-time world figure skating champion Patrick Chan, for a live fireside conversation recorded at the Arbutus...

In private equity, fund timelines have traditionally shaped when investors exit an investment. Today, the secondaries market is creating new ways to provide liquidity while allowing strong assets to be held for longer. In this episode of The Wealth Exchange, Rob Olsen speaks with Sunny Lee about the evolution of private equity secondaries, with a focus on General Partner-led transactions. They dis...

Real estate remains front-page news; from trade tensions and a soft condo market to the implications of BC's Cowichan land claim ruling. In this follow-up episode, Rob Olsen, Head of Nicola Wealth Private Capital, reconnects with Mark Hannah, Executive Managing Director, Real Estate, to revisit their earlier conversation on valuation pressure and liquidity challenges, exploring what has shifted si...

Leadership transitions are defining moments for any organization. When done well, they preserve what made a firm successful while creating space for the next generation to lead. In this episode, host Natalie Michael, Managing Partner of CEO Next Chapter, speaks with John Nicola, Founder and Chief Investment Officer of Nicola Wealth , and Chris Nicola, the firm's newly appointed CEO. Together, they...

In this episode, Ron Haik, Wealth Advisor | Client Relationship Manager at Nicola Wealth, is joined by Karisa Schaitel, Wealth Advisor | Client Relationship Manager and CPA, for a practical discussion on tax planning, estate considerations, and long-term wealth strategy for physicians and dentists. Drawing on their experience advising owner-managed professional corporations across Canada, they exp...

Artificial intelligence sits at the center of today's market narrative, surrounded by extraordinary investment, ambitious projections, and no shortage of bold claims. Yet as capital pours into infrastructure, chips, and data centers, investors are increasingly asking a more difficult question: what does realistic, long-term value creation from AI actually look like? In this episode, host Chris Nic...

Most investing mistakes do not happen in moments of panic. They often happen when confidence is high, markets feel calm, and success starts to feel familiar. In this episode of The Wealth Exchange, James Atherton, Vice President, Private Wealth | Client Relationship Manager and Chris Warner, Wealth Advisor | Client Relationship Manager examine five common errors seasoned investors can make, and sh...

Infrastructure continues to play a distinct role in portfolios, particularly during periods of economic and market change. In this episode of The Wealth Exchange, host Jasmine Marichic, Wealth Advisor | Client Relationship Manager at Nicola Wealth, speaks with Ashley Ng, Senior Director and Head of Infrastructure Investments, and Sebastian Nicholson, Principal, Infrastructure Investments, about in...

Legacy is often treated as an end-of-life conversation, but what if it is actually a daily practice? In this episode of The Wealth Exchange , host Cassandra Cross is joined by Teresa Virani, Executive Director of Philanthropy at Nicola Wealth, to explore how legacy is shifting from an end-of-life concept to a lived and intentional practice. Drawing on her work with families across Canada, Teresa s...

Infrastructure underpins everything from energy to transport... but how do the world's largest investors decide where to place billions in long-term capital?  In this episode of The Wealth Exchange, host Robert Olsen is joined by Thomas Vieillescazes, Partner and Head of CVC DIF France, the infrastructure arm of global investment firm CVC. Alongside co-host Sebastian Nicholson, they explore how gl...

In this quarterly edition of The Wealth Exchange, Nicola Wealth Portfolio Manager and Investment Strategist Ben Jang joins host Jasmine Marichic to unpack what powered market resilience this year, and what it means for investors heading into 2026. Ben breaks down how rate cuts without recession, durable earnings, and an AI-driven capital spending cycle supported equities, while late-year rotation...

With new tax credits, compliance updates, and evolving regulations, Canada's tax landscape can be challenging to navigate. In this episode of The Wealth Exchange , Ethan Astaneh, Wealth Advisor | Client Relationship Manager at Nicola Wealth, sits down with Matt Baker of Baker Tilly, one of Canada's largest independent accounting and business advisory firms, to break down what these recent changes...

As 2025 comes to an end, many investors are weighing what the close of the year means for their financial picture and what steps are worth taking before the calendar turns. Understanding what matters most at year-end can help ensure your financial picture stays on track heading into 2026. In this episode of The Wealth Exchange, host James Atherton , Vice President of Private Wealth | Client Relati...

Real estate headlines have been dominated by uncertainty, from higher interest rates to shifting valuations and tightened liquidity. But for investors, the real question is what all of this means for the next phase of the cycle. In this episode, host Rob Olsen, Head of Nicola Wealth Private Capital, speaks with Mark Hannah, Head of Real Estate at Nicola Wealth, about the current state of the real...

In this episode of The Wealth Exchange, Rob Olsen, Head of Private Capital, is joined by Stacey Mouadeb, Director in Nicola Wealth's private debt platform, for a conversation with Rick Jain, Partner and Global Head of Private Credit at Pantheon. Together, they break down credit secondaries: what they are, how they work, and why more institutions are using them to create liquidity, rebalance portfo...