The Wealth Exchange

By Nicola Wealth

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Category: Investing

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Subscribers: 8
Reviews: 1
Episodes: 100


 Aug 25, 2020

Description

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.

Episode Date
Planning Through Uncertainty: A Guide for High-Net-Worth Families
Jul 31, 2025
Pattern Recognition and Persistence: Hard-Won Lessons from a PE Veteran
Jul 24, 2025
Canadian Markets vs. Tariff Headwinds: Q2 2025
Jul 17, 2025
People First, Profit Follows: Building a Legacy of Generosity
Jul 03, 2025
Going on a Bear Hunt: Four Market Factors to Consider
Jun 24, 2025
How Altos Ventures Built Success by Thinking Long Term
Jun 12, 2025
The Uncertainty Premium: Finding Value When Markets Fear Change
Jun 05, 2025
John Nicola on Strategy, Succession & Serendipity
May 29, 2025
The Role of Private Debt in Today’s Market with Rob Olsen, Matt Choi and Rahman Vahabzadeh
May 15, 2025
Carney and Trump, What's Next?
May 08, 2025
John Nicola’s Philosophy on How Sharing Success Can Result in Exponential Growth
May 01, 2025
Q1 2025 in Focus: What Moved Markets and What Comes Next
Apr 09, 2025
The Growing Role of Secondaries in Diversified Portfolios with Rob Olsen, Adrian Millan & Tori Buffrey
Apr 03, 2025
Canadian Residential Real Estate Outlook: Multiplexes, Mortgages & Market Shifts with The Vancouver Life
Mar 27, 2025
Building Lasting Value in Private Equity with Rob Olsen, Aly Champsi and Sunny Lee
Mar 19, 2025
Investing Matters: Protecting Your Business Legacy for Generations to Come
Mar 13, 2025
Women, Wealth, and the Path to Financial Confidence
Mar 06, 2025
In the Ring with Rob: From Corporate Finance to Entrepreneurship with David Rogers
Feb 27, 2025
Investing Matters: Canadian Charitable Donations Update
Feb 20, 2025
Investing Matters: 5 Estate Planning Mistakes That Can Cost You—And How to Avoid Them
Feb 13, 2025
Investing Matters: The Impact of Trump’s Tariff Threats on Canadians
Feb 06, 2025
Investing Matters: Q4 2024 Market Commentary
Jan 09, 2025
Investing Matters: 2024 Economic Review & Charting the Path to 2025
Dec 20, 2024
In the Ring with Rob: Building Better Businesses with Xerox CEO turned PE Founder Ursula Burns
Dec 05, 2024
In the Ring with Rob: AI, Growth Equity, and the Future of Tech Investing with Intrepid Growth Partners
Nov 28, 2024
Investing Matters: U.S. Policy Shifts and Market Impacts with Ed Mills
Nov 21, 2024
Philanthropy Focus: Harvesting Change with James Woller from Thrive for Good
Nov 14, 2024
Lead Impact: Innovations in Financial Technology with Chris Nicola & Cameron Smith
Oct 31, 2024
Investing Matters: Q3 2024 Market Commentary
Oct 24, 2024
Philanthropy Focus: Transforming Child Health with Malcolm Berry and Vanessa Flockton, BC Children's Hospital Foundation
Oct 17, 2024
In the Ring with Rob: The Evolution and Future of Venture Capital with Matt Harris & Geoff Taylor
Oct 10, 2024
Women's LEAD: Patrice Mousseau on Building a Values-Driven Business
Sep 30, 2024
Investing Matters: Residential Real Estate Market Trends, COVID’s Impact, and Future Outlook with The Vancouver Life
Sep 26, 2024
Investing Matters: U.S. Election Dynamics and Market Effects with Ed Mills
Sep 19, 2024
Investing Matters: The Intersection of Institutional and Private Capital in Real Estate with Don Harrison
Sep 12, 2024
Lead Impact: The Path to a Successful Business Exit with Joe Markovitch
Aug 29, 2024
Women's LEAD: Above and Beyond Leadership with Henna Mazzocco
Aug 22, 2024
The Ring with Rob: Mastering Mortgage Markets with Ken McKinnon & Simon Carlsen
Aug 08, 2024
Philanthropy Focus: How Dress for Success Helps Women Achieve Economic Independence
Aug 01, 2024
Investing Matters: Introducing the Nicola Wealth Money Market Fund
Jul 25, 2024
Investing Matters: Q2 2024 Market Commentary
Jul 18, 2024
Women's LEAD: Transforming Hospitality and Culinary Industries with Meeru Dhalwala & Joanna Jagger
Jul 11, 2024
In The Ring With Rob: The Evolution of Infrastructure as an Asset Class with Evan Corley & Ashley Ng
Jul 04, 2024
Philanthropy Focus: Championing Heart Health with the Heart & Stroke Foundation
Jun 27, 2024
Investing Matters: John Nicola on Revolutionizing Independent Asset Management with a Pension-Inspired Approach
Jun 20, 2024
Women's LEAD: 2024 Live Panelist Discussion in Vancouver
Jun 13, 2024
Investing Matters: Tax and Estate Planning 2024 – Navigating the Capital Gains Dilemma
Jun 06, 2024
Lead Impact: Managing Through Down Cycles and Mastering Philanthropy with Wayman Crosby
May 30, 2024
In the Ring with Rob: Understanding the Private Equity Secondary Market with Joy Savchenko & Tori Buffery
May 23, 2024
Women's LEAD: 2024 Live Panelist Discussion in Toronto
May 16, 2024
In the Ring with Rob: Investigating Private Equity with Brett Fisher & Kazuki Nohdomi
May 02, 2024
Investing Matters: Q1 2024 Market Commentary
Apr 25, 2024
Lead Impact: Commercial Real Estate Trends and Career Insights with Mark Renzoni
Apr 18, 2024
Women's LEAD: Balancing Ambition and Work-Life Harmony with Natalie Miller
Apr 11, 2024
Lead Impact: Patrick Chan's Transition from Canadian Skating to Finance
Mar 28, 2024
In The Ring With Rob: Exploring the Golden Age of Private Credit with Howard Widra
Mar 21, 2024
Women's LEAD: Cally Wesson's Commitment to Women's Wellness
Mar 14, 2024
Investing Matters: The Real Estate Market in 2024 With The Vancouver Life
Mar 07, 2024
Lead Impact: Charitable Giving in Canada with John Bromley
Feb 27, 2024
Women's LEAD: Strength, Resilience, and the Enduring Bond Between Mother and Daughter
Feb 22, 2024
Investing Matters: Deciphering Property Investment Trends with Joe Mazzocco
Feb 08, 2024
Investing Matters: Q4 2023 Market Commentary
Feb 01, 2024
Philanthropy Focus: The Strategic Benefits of a Donor Advised Fund
Jan 25, 2024
The Wealth Exchange Podcast: What’s to Come In 2024
Jan 18, 2024
Women’s LEAD: Supporting Young Women in Business with Ravnoor Kirk and Katrina Walker
Jan 11, 2024
Lead Impact: Maximizing Business Acquisitions with Tech Entrepreneur Michael Frew
Dec 21, 2023
Making Sense of AI – Part 3: The Impact of Artificial Intelligence on Society with Morten Rand-Hendriksen
Dec 13, 2023
Women’s LEAD: Driving Change for Women in Finance with Lara Zink
Dec 07, 2023
Philanthropy Focus: A Transformative Exploration of Purposeful Travel with Wayman and Penny Crosby
Nov 30, 2023
Women’s LEAD: Building Tomorrow's Leaders with Sheila Biggers, CEO of JA British Columbia on Financial Literacy for Youth
Nov 23, 2023
Lead Impact: Building Communities and Giving Back with Tom Shepansky, Founder of Rethink
Nov 16, 2023
Investing Matters: The Future of Investing with Howard Marks of Oaktree Capital
Nov 09, 2023
Investing Matters: Q3 2023 Market Commentary
Nov 02, 2023
Philanthropy Focus: Raising Breast Cancer Awareness with Dense Breasts Canada
Oct 26, 2023
Women's LEAD: Crafting Success in the Beverage Industry with Co-Founder & CEO of Blume
Oct 19, 2023
Philanthropy Focus: Transforming Children's Mental Health with Capitalize for Kids
Oct 12, 2023
Making Sense of AI – Part 2: AI's Evolution and the Automation Frontier with Mark Trevitt
Oct 05, 2023
Women’s LEAD: Culture, Imposter Syndrome, and Motherhood in the Spotlight with Jennifer Tse
Sep 28, 2023
Philanthropy Focus: Inspiration and Innovation in Pediatric Oncology with Dr. Rebecca Deyell from BC Children's Hospital
Sep 21, 2023
Investing Matters: Real Estate Market Trends, Investment Strategies, and First-Time Buyer Tips
Sep 14, 2023
Women's LEAD: Mary Vitug on the Pivotal Themes to Balance a Thriving Career and Life
Sep 07, 2023
Investing Matters: Evaluating Opportunities and Investments in Private Debt
Aug 31, 2023
Women's LEAD: From Corporate Leadership to Maternity Advocacy and Entrepreneurship with Jen Murtagh
Aug 24, 2023
Investing Matters: Q2 2023 Market Commentary
Aug 10, 2023
Making Sense of AI – Part 1: Exploring Advancements and Ethical Considerations with Bethany Edmunds
Jul 27, 2023
Women's LEAD: Navigating Challenges, Embracing Triumphs with Narges Nirumvala
Jul 12, 2023
Lead Impact: A Journey to Combat Poverty with Dan Murray of Opportunity International
Jun 29, 2023
Women's LEAD: Live Panelist Discussion in Vancouver
Jun 14, 2023
Lead Impact: Affordable Homeownership and Community Solutions with Heather Tremain
Jun 01, 2023
Women's LEAD: Live Panelist Discussion in Toronto
May 17, 2023
Philanthropy Focus: Supporting Perinatal Mental Health with the Director of the Pacific Post Partum Support Society
May 11, 2023
Investing Matters: Q1 2023 Market Commentary
May 04, 2023
Women's LEAD: Resilience, Courage, and Leading Life on Your Own Terms with Joy Walcott-Francis
Apr 06, 2023
Investing Matters: SVB and Credit Suisse's Collapse and A Look at the Bank-Run Compared to 2008
Mar 22, 2023
Philanthropy Focus: Cycle 5 to Survive & A Journey to Impact Change with P.L. and Kristen Meindertsma
Mar 15, 2023
Investing Matters: Navigating the Nuances of Private Debt & Mortgages
Mar 02, 2023
Philanthropy Focus: A Fresh Perspective on Supporting Communities with Amanda Burrows of First United
Feb 16, 2023
Investing Matters: Q4 2022 Market Commentary
Feb 02, 2023
Investing Matters: An Update on the Real Estate Market with The Vancouver Life
Jan 19, 2023
Women's LEAD: Achieving Your Full Potential with Dr. Stacy Irvine
Jan 05, 2023