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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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In this episode, Robert Olsen, Vice Chair, Private Capital at Nicola Wealth focuses on infrastructure investments with Evan Corley, Partner, in Pantheon's Global Infrastructure and Real Assets Investment Team, and Ashley Ng, Senior Director, Infrastructure at Nicola Wealth. Pantheon, a global private equity, infrastructure, real assets, and debt investor, manages over $65 billion in assets with a team of 125 professionals across 12 offices worldwide.
Together, they explore the evolution of infrastructure as an asset class, the factors driving investor interest, and Pantheon’s journey in this space. Evan shares insights from his 20-year career at Pantheon, highlighting the growth of infrastructure investing and the increasing involvement of high-net-worth investors.
Learn more about Nicola Wealth's Infrastructure strategies
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In this episode, host Victoria Emslie is joined by Alison Twiner, a dedicated past Chair of the National Board, and Robyn Jones-Murrell, Senior Vice President for Western Canada, both from the Heart & Stroke Foundation. Together, they share their unique journeys and profound impact on the foundation's mission.
Robyn recounts her unexpected path to the foundation, highlighted by her father's dramatic survival of a Widowmaker heart attack just days before her interview. Alison reflects on her lifelong commitment to heart and stroke causes, from childhood canvassing with her mom to leading digital transformation on the board.
They also emphasize how the Heart & Stroke Foundation drives vital research, advocates for life-saving policies, and tackles critical issues such as women’s heart health and bystander CPR.
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In this episode, John Nicola, Chairman, CEO, and CIO of Nicola Wealth, shares valuable insights at the Canadian Alternative Investment Forum 2024 alongside Catherine Code, National M&A Leader and Vice Chair, Deloitte Canada. As Canada's fastest-growing private investment counsel, John explores Nicola Wealth's innovative strategy of managing open-ended, evergreen funds in real estate and private capital, a practice the firm has implemented since 2005. He emphasizes the importance of maintaining direct client relationships and how this client-centric approach has contributed to the firm's stability and strong client retention rate. This discussion provides a deeper understanding of Nicola Wealth's investment philosophy and the principles that drive its growth.
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On June 6, a panel of remarkable women took the stage at the Women's LEAD Vancouver event to share their inspiring journeys. LaQuita Cleare, the evening's keynote speaker and Founder of Clear Communication Academy; Kiara LeBlanc, CEO & Founder of Lifted Fitness; Teena Gupta (Sim), CEO of Rosemary Rocksalt and Co-Founder of Nurse Next Door; Marie Khouri, an acclaimed sculptor based in Paris and Vancouver; and Dr. Maryam Zeineddin, a family doctor and CEO & Founder of Zili CARA, each brought their unique perspectives to the discussion.
Moderated by Paulina Cameron, COO of Flytographer and Author, the panel shared stories of entrepreneurship, building community, pivotal life moments, and the challenges of navigating family dynamics while pursuing a path true to themselves. Their conversation is filled with wisdom, authenticity, and invaluable insights, inspiring listeners to forge their own unique paths.
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Over the past several years, the Canadian Federal Government's budgets have introduced tax changes affecting high-income earners and business owners. This year's budget announcement includes a proposed change to the capital gains inclusion rate.
In this episode, John Nicola, Chairman, CEO, and CIO, and Ethan Astaneh, Wealth Advisor | Client Relationship Manager, at Nicola Wealth are joined by Matthew Baker, Partner in Tax at Baker Tilly Canada. They outline key tax considerations and strategies that investors should be aware of as they monitor their long-term financial plans.
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In this episode, Mark Hannah, Managing Director of Nicola Wealth Real Estate, speaks with Wayman Crosby, an Independent Advisor on the Nicola Wealth Real Estate Investment Committee, and Director of the Nicola Wealth Private Giving Foundation and the Nicola Gives Back Charitable Committee. Wayman, an accomplished entrepreneur and passionate philanthropist, shares insights from his 50-year career, discussing how he has successfully navigated business cycles, his dedication to philanthropy, and the importance of structured personal planning. He emphasizes the significance of meaningful engagement, giving back, and maintaining a balanced, healthy life, demonstrating how these values drive both personal and professional success.
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In this episode of the Wealth Exchange, Robert Olsen, Vice Chair, Private Capital at Nicola Wealth unpacks the private equity secondaries market with industry expert Joy Savchenko, Senior Managing Director at Evercore. Joined by Tori Buffery, Senior Director, Private Equity Secondaries at Nicola Wealth, the three use their expertise to demystify terminology and comment on trends in the secondaries market.
Joy shares insights into continuing to build the legacy of Evercore and and predictions for the current and future states of the secondaries market. Meanwhile, Tori offers valuable perspectives on private equity secondaries from the lens of high-net-worth individuals, showcasing Nicola Wealth's strategic approach.
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On this episode of The Wealth Exchange, we have featured audio from our live panelist discussion that took place on May 8th at our Women’s LEAD Event in Toronto. The night was filled with community building and knowledge sharing with our inspiring panelists; Diana Matheson, Co-Founder, Project 8 and Canadian former professional soccer player, Safoura Zahedi who is an Artist, Architect, Educator, and Geometry Expert, Meghan Roach, the President and CEO of Roots, and Dimitra Davidson, Founder of Indeed Laboratories.
This diverse group of panelists from different backgrounds and fields of work shared stories of their successes and barriers to leadership. Steering the conversation was our expert moderator, Paulina Cameron, COO of Flytographer and Author, who was able to tie together the shared experiences of all the incredible women who took the stage.
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In this episode, Robert Olsen, Vice Chair, Private Capital at Nicola Wealth explores private equity investments with industry expert Brett Fisher, Managing Director at Fisher Lynch Capital. Joined by Kazuki Nohdomi, Portfolio Manager, Private Equity and Venture Capital at Nicola Wealth, they uncover the world of private equity.
Brett shares insights into the inception of Fisher Lynch Capital in 2003 and the differences between private and public investments. Meanwhile, Kazuki offers valuable perspectives on private equity from the lens of high-net-worth individuals, showcasing Nicola Wealth's strategic approach.
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Ben Jang, Portfolio Manager at Nicola Wealth, joins host Jasmine Marichic to discuss market themes in the first quarter of 2024. They analyze historical trends that influence today's markets and deliver practical advice for constructing resilient investment portfolios.
Additionally, Ben provides valuable insights on how investors can avoid common pitfalls like recency bias, and offers strategic guidance in navigating uncertain market conditions. Their discussion extends from interpreting the implications of interest rate fluctuations to staying informed about global events such as upcoming elections.
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