The Wealth Exchange

Nicola Wealth
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The Wealth Exchange

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.

  1. 4D AGO

    Canadian Residential Real Estate Outlook: Multiplexes, Mortgages & Market Shifts with The Vancouver Life

    Host Ethan Astaneh speaks with Dan Wurtele and Ryan Dash, partners at The Vancouver Life Real Estate Group. Dan and Ryan lead a team of award-winning real estate advisors helping clients navigate the evolving Greater Vancouver market—and beyond. In this episode, they offer a timely and comprehensive overview of the Canadian residential real estate landscape, from buyer, balanced, and seller market dynamics to the ripple effects of the mortgage maturity wall. They discuss how major cities like Vancouver, Toronto, Calgary, and Victoria are faring, and why condo markets in particular are facing headwinds. The conversation also explores Vancouver’s landmark multiplex rezoning changes and how they’re creating a new sub-asset class—and new opportunities—for homeowners, developers, and investors alike. Dan and Ryan also share strategic advice for buyers navigating the presale market and offer perspective on what to expect as interest rates and economic uncertainty continue to shape activity in 2025. Highlights  2:20 – Are we in a buyers, sellers, or balanced market? 7:56 – Price dynamics in real estate markets across Canada 14:03 – Spring market forecast 20:41 – Mortgage renewal situation in Canada 28:07 – Bill 44 multiplex rezoning 35:33 – Thoughts on the pre-sale marketplace Sign Up for our Newsletter

    44 min

  2. MAR 19

    Building Lasting Value in Private Equity with Rob Olsen, Aly Champsi and Sunny Lee

    In this episode, host Robert Olsen and co-host Sunny Lee from Nicola Wealth speak with Aly Champsi, Managing Director at DW Healthcare Partners, a private equity firm focused on healthcare investments with offices in Toronto and Park City, Utah. The conversation explores healthcare-focused private equity, highlighting how sector specialization and operational expertise create a competitive edge in a crowded market. Aly explains why healthcare, comprising 17% of U.S. GDP, presents attractive investment opportunities across multiple subsectors. They also discuss challenges like tariffs and protectionist policies, offering insights on how healthcare investments may be partially insulated from these pressures. Highlights  4:44 - Early career beginnings and personal background 10:22 – The journey from investment banking at BMO to strategy consulting at Oliver Wyman 17:25 – DW Healthcare Partners and their offices in Toronto & Utah 20:00 - Aly explains why healthcare is an attractive sector 27:31 – Deal at DW Healthcare that stands out 31:30 – USA, Trump and Tariffs 41:52 - Outlook for private equity over the next 24 months Sign Up for our Newsletter

    48 min

  3. MAR 13

    Investing Matters: Protecting Your Business Legacy for Generations to Come

    You’ve worked hard to build your business and accumulate wealth, so how do you ensure your legacy is protected for future generations? Jasmine Marichic, Wealth Advisor | Client Relationship Manager, outlines key estate planning strategies for business owners, including trusts, direct distributions, and Letters of Wishes. Learn how to safeguard your assets, prepare your heirs for financial responsibility, and leverage tools like private giving foundations to create a lasting philanthropic impact. Highlights  1:40 - How and when to distribute wealth 1:55 - The use of trusts 4:20 - The importance of a Letter of Wishes 6:00 - A will can be equal but not fair, and fair but not equal 7:00 - Are your heirs prepared to manage their inheritance? 7:55 - Charitable giving and leaving a philanthropic legacy Sign Up for our Newsletter

    11 min

  4. MAR 6

    Women, Wealth, and the Path to Financial Confidence

    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 from their own experiences growing up in households with traditional financial roles, Cassandra and Dami share practical tools and strategies for women to feel more confident in their financial decisions. They also discuss the impact of financial literacy, managing stress, and the unique approach to legacy planning that they find resonate with many women.

    15 min

  5. FEB 27

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

    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 as Vice President and CFO to building OMERS' private equity program and ultimately launching his own successful investment firm. Throughout the conversation, he emphasizes how his people-first leadership philosophy shaped his success, the importance of trusted mentors, and finding the right strategic partners for business growth. Now semi-retired and serving on Nicola Wealth's private capital investment committee, David reflects on balancing professional accomplishments with personal fulfillment. Highlights  3:40 - Early career beginnings 10:45 - Creating OMERS' private equity program and investment approach  14:40 - Lessons in leadership and building a people-first culture 16:00 - Identifying market gaps and launching a business 22:15 - Strategic partnerships and business evolution 24:50 - Balancing advisory roles and achieving work-life balance  29:00 - Career reflections Sign Up for our Newsletter

    33 min

  6. FEB 20

    Investing Matters: Canadian Charitable Donations Update

    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 recent extension to Canada's charitable donation deadline. He provides clarity on the extension's limited application to cash donations, discusses implications for year-end tax planning, and contextualizes this change within broader developments affecting Canadian investors.  Highlights 1:00 - Overview of the charitable donation deadline extension 1:25 - Status of proposed capital gains inclusion rate changes 2:15 - Important distinctions between donations Sign Up for our Newsletter

    4 min

  7. FEB 13

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

    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 even business mismanagement.    Jasmine Marichic, Wealth Advisor | Client Relationship Manager, breaks down the top five estate planning mistakes many individuals make and how to avoid them. From tax-efficient wealth transfer strategies to preparing heirs for financial responsibility, this discussion offers expert insights to help you secure your legacy for generations to come.    Highlights 1:10 - Why is estate planning important? 1:40 - The risks of delayed planning 2:40 - Tax-efficient wealth transfer strategies 4:05 - Executor and trustee selection criteria 5:20 - Business succession planning essentials 6:40 - Preparing heirs for wealth management  Sign Up for our Newsletter

    10 min

  8. FEB 6

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

    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 potential economic implications, and why these threats may be more about political strategy than economic necessity. He also breaks down the sectors most at risk, the impact on the Canadian dollar, and how Nicola Wealth’s diversified investment strategy works to protect long-term goals in a volatile environment.   Highlights 2:15 - Update on U.S.-Canada trade discussions and border security agreement 6:40 - Analysis of Trump's tariff strategy and negotiation approach  10:35 - Sector-specific impacts and energy market considerations  11:55 - Canadian dollar implications and export sector opportunities  13:00 - Portfolio diversification strategies and risk management approach  14:45 - Market outlook and investment positioning Sign Up for our Newsletter

    17 min
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    4.6
    out of 5
    34 Ratings

    About

    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.

    Information

    • Creator
      Nicola Wealth
    • Years Active
      2018 - 2025
    • Episodes
      100
    • Rating
      Clean
    • Copyright
      ©Copyright 2018 Nicola Wealth Management.
    • Show Website
      The Wealth Exchange

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