Episodit
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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 Edel, this episode emphasizes the value of maintaining a balanced, long-term approach to wealth management amid changing economic conditions.
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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 diversified business services enterprise.
Ursula reflects on her 38-year career at Xerox, offering candid insights into leading through change, transitioning from peer to chief executive, and the critical role her trusted advisors played throughout her ascent.
Now co-founder of Integrum Holdings, Ursula applies her transformation expertise to private equity, championing a different approach to growing mid-sized businesses. Instead of prioritizing rapid expansion through acquisition, she advocates for sustainable, organic growth and strong leadership—challenging the industry's "bigger is better" mindset.
Ursula's practical wisdom on navigating growth and building value while creating opportunities for others offers an inspiring and actionable perspective for business owners and leaders charting their own paths to success.
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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 approach to identifying businesses that are using AI to create real value. They also discuss the impact of AI on industries such as healthcare, customer engagement, and robotics.
The two investors share their views on the current market landscape, how investment strategies are evolving in response to economic changes, and the opportunities they see in the U.S., Canada, and the UK.
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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 healthcare reforms and defense spending, Ben and Ed analyze how these developments could influence global markets and investor strategies. They also examine the far-reaching implications of the ongoing Russia-Ukraine conflict, NATO dynamics, and key appointments shaping a Trump administration.
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In this episode, Teresa Virani, Executive Director, Philanthropy at Nicola Wealth, is joined by James Woller, International Executive Director of Thrive for Good and a seasoned entrepreneur, to discuss how his charity is transforming communities through sustainable agriculture. Thrive for Good empowers individuals living in poverty to cultivate organic gardens that provide both nutritional security and income.
James shares how the organization’s innovative approach not only alleviates malnutrition but also fosters long-term economic independence and education, helping communities break the cycle of poverty. For philanthropists and entrepreneurs seeking to make a meaningful, sustainable impact, this conversation highlights the power of grassroots initiatives and the potential for creating lasting change in underserved regions.
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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, to leading technology initiatives at Nicola Wealth. Together, they explore the evolving landscape of financial technology, discuss how major institutions are adapting to digital transformation, and examine the real potential of AI in wealth management. Chris also provides valuable insights into Nicola Wealth's innovative technology projects, including their new philanthropy portal, and explains why smaller, more agile firms may have an advantage in driving industry innovation.
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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. presidential election and China’s dramatic market recovery in September. The discussion also addresses geopolitical tensions, such as the conflicts in Ukraine and the Middle East, and their effects on global markets. The episode wraps up with Ben’s perspective on maintaining a balanced, long-term investment approach in an increasingly multipolar economic landscape.
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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 as the incredible work the Foundation does and why investing in charitable causes like BCCHF can create real impact.
BC Children’s Hospital Foundation's mission is transforming care, making diagnostics and treatments safer, faster, and more personalized, and working to find solutions for critical issues facing the sickest kids.
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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 investments. He shares insights from his career journey and the evolution of Bain Capital Ventures into a bi-coastal specialist in key verticals like financial services, industrials, and healthcare.
The conversation addresses the challenges of market bubbles, particularly the speculative mania of 2021, and the importance of maintaining steady investment pacing. Geoff also adds depth to the discussion, sharing his approach to managing evergreen funds, highlighting the balance between deployment and returns.
The episode also explores the transformative potential of fintech and generative AI, discussing how these technologies are reshaping industries and creating new investment opportunities.
Learn more about Nicola Wealth's Venture Capitalist strategies.
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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 skincare, Patrice is a passionate advocate for sustainability, ethical business practices, and supporting Indigenous communities. She shares her unique approach to business, the personal story behind Satya Organic, and how she’s working to redefine the traditional business mold for the better.
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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 provide a high-level overview of the market in the Greater Vancouver area, discussing the differences between hyper-local markets and the overall market conditions. They break down the performance of different asset classes, from detached homes and townhomes to condos, highlighting key metrics like the sales-to-active listings ratio.
They also discuss the effects of rising and falling interest rates on market activity, the challenges faced by investors, and the opportunities for end-users. The conversation touches on the implications of immigration policies, the current state of building permits and housing starts, and the potential future of Vancouver’s downtown core.
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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 issues like inflation, housing, and geopolitics, and how these topics may influence the markets.
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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 various topics, from understanding Don's career path, to the intersection of institutional and private capital in real estate. They also share a few tips for people new to the commercial real estate industry.
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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 the seven-step planning process he employs, emphasizing that exiting a business is not a single event but a comprehensive process requiring time, expertise, and a team of diverse advisors. He highlights the importance of early planning, often starting at least two years in advance, to navigate tax regulations and other critical factors.
The conversation also explores the emotional challenges owners face when leaving their businesses and the importance of having a clear, structured roadmap. Joe shares his personal experience of exiting his own bakery business in Vancouver, offering valuable lessons and strategies he wished he had known during his transition.
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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 these experiences have shaped her approach to overcoming challenges and inspiring others. She emphasizes the importance of mentorship, resilience, and staying true to one’s vision, even when the path gets tough.
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In this episode, Robert Olsen, Vice Chair of Private Capital at Nicola Wealth, is joined by Ken McKinnon, Senior Managing Director and Equity Partner at Institutional Mortgage Capital, and Simon Carlsen, Senior Director of Mortgage Investments at Nicola Wealth, for an in-depth look at trends and opportunities in real estate debt.
Despite past challenges, real estate has remained a generally strong and income-generating asset class. Together, they discuss the factors driving investor interest in real estate and mortgages, and how investors can gain exposure to this asset class. Ken and Simon share their insights on the evolving landscape of real estate debt investments, the future of interest rates and their impact on the mortgage market, and highlight key opportunities within the mortgage space.
Learn more about Nicola Wealth's Mortgage strategies.
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In the latest episode of The Wealth Exchange podcast, Victoria Emslie is joined by Amanda Sayfy, the new Executive Director at Dress for Success Vancouver. Amanda discusses her role and shares the impactful mission of the organization, which helps women and gender-diverse individuals achieve economic independence.
Dress for Success goes beyond providing professional attire by offering pre-employment and job retention training, mentorship, and access to professional networks. Amanda highlights the organization's rich history, its significant community engagement, and the comprehensive support system it provides to empower women in their careers.
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Ben Jang, Portfolio Manager at Nicola Wealth, joins host Jasmine Maricich to discuss the launch of the new Nicola Wealth Money Market Fund.
In this episode, Ben explains why now is the perfect time to introduce this fund, given the recent rise in interest rates and changes in regulations. He provides insights into the fund’s investment strategy, discusses its U.S. class, and highlights the advantages of the money market fund over high-interest savings accounts, including its diversified portfolio, stability, and protection against falling interest rates.
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Ben Jang, Portfolio Manager at Nicola Wealth, joins host Jasmine Marichic to discuss market themes in the second quarter of 2024.
In this episode, Ben provides an insightful overview of growth and inflation across major economies, including the U.S., Canada, Europe, and Asia. He explores how the U.S. is navigating a slowing economy, the impact of rising unemployment in Canada, Europe’s positive growth outlook, and the surprising trade recovery in Asia.
The discussion also zooms in on equity markets, highlighting the performance of AI stocks, the influence of the 2024 Canadian federal budget on trading activity, and the resilience of Canada’s financial system amidst higher interest rates. Ben also shares his thoughts on the recent rate cut by the Bank of Canada, its impact on the bond market, and the importance of active management in fixed income portfolios.
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In the latest episode of The Wealth Exchange podcast, Selena Woo is joined by Joanna Jagger and Meeru Dhalwala, two influential women making a difference in the hospitality and culinary industries.
Joanna, the Founder and President of the WORTH Association, shares her passion for supporting women in the recreation, tourism, and hospitality industries. She emphasizes the importance of mentorship and leadership development.
Meeru, a renowned chef, author, and co-founder of Lila and Vij’s Restaurants, shares her personal journey from her early life in India to her successful career in Vancouver. She discusses the challenges she faced as a woman of colour in the culinary world and how she overcame them by creating a welcoming and inclusive environment in her kitchens.
Together, Meeru and Joanna emphasize the power of resilience, the importance of self-belief, and the impact of creating spaces where everyone is welcome and valued.
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