The Wealth Exchange

John Nicola on Strategy, Succession & Serendipity


Listen Later

In this special episode recorded live at the Canada Private Markets Meeting in Toronto, Nicola Wealth's Founder, Chairman, CEO and CIO, John Nicola joins Michael Kaumeyer, Vice Chair, Nicola Family, for an insightful conversation on leadership, legacy, and navigating uncertainty.

John reflects on the unexpected path that led him into financial services and the deliberate decisions that shaped Nicola Wealth's unique model, one built on integrated planning, long-term thinking, and shared ownership. From early lessons in sales to building a multi-generational firm, John shares what he's learned about scaling with purpose and preparing for succession.

The discussion also explores today's shifting economic and geopolitical landscape, with John offering a candid perspective on risk, cash flow, and how thoughtful portfolio construction can offer stability in volatile times.

...more
View all episodesView all episodes
Download on the App Store

The Wealth ExchangeBy Nicola Wealth


More shows like The Wealth Exchange

View all
Freakonomics Radio by Freakonomics Radio + Stitcher

Freakonomics Radio

32,084 Listeners

Exchanges by Goldman Sachs

Exchanges

957 Listeners

Acquired by Ben Gilbert and David Rosenthal

Acquired

4,673 Listeners

Odd Lots by Bloomberg

Odd Lots

1,956 Listeners

Pivot by New York Magazine

Pivot

9,545 Listeners

The a16z Show by Andreessen Horowitz

The a16z Show

1,097 Listeners

The Daily by The New York Times

The Daily

112,401 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

791 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

10,015 Listeners

SmartLess by Jason Bateman, Sean Hayes, Will Arnett

SmartLess

58,286 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

455 Listeners

The Decibel by The Globe and Mail

The Decibel

114 Listeners

The Canadian Real Estate Investor by Daniel Foch & Nick Hill

The Canadian Real Estate Investor

32 Listeners

The Loonie Hour by Steve Saretsky

The Loonie Hour

12 Listeners

Prof G Markets by Vox Media Podcast Network

Prof G Markets

1,429 Listeners