In this episode of The Wealth Exchange, Rob Olsen, Head of Private Capital, is joined by Stacey Mouadeb, Director in Nicola Wealth's private debt platform, for a conversation with Rick Jain, Partner and Global Head of Private Credit at Pantheon.

Together, they break down credit secondaries: what they are, how they work, and why more institutions are using them to create liquidity, rebalance portfolios, and manage risk.

Rick explains how buying existing portfolios of loans at a discount can help investors seek income, diversification, and potential upside, while still putting capital protection first – a key difference from traditional private equity secondaries.

The discussion also follows Rick's path from growing up in Toronto to building a global private credit platform in New York, and explores how Pantheon and Nicola Wealth think about quality, scale, and downside protection in today's environment.

Whether you're already invested in private credit or simply curious about how this part of the market works, this episode offers a clear, practical introduction to an area that is becoming increasingly important for investors.

In this episode, hosts Cassandra Cross, Wealth Advisor | Client Relationship Manager, and Selena Woo, Vice President, Private Wealth – Associates, explore what it truly means to invest in yourself, personally, professionally, and financially.

Drawing from their own experiences, Cassandra and Selena share how self-belief, strategic choices, and intentional self-care can create lasting returns that extend beyond financial success. From Selena's philosophy of "decades of compounding confidence" to Cassandra's lessons on balance after burnout, they offer practical insights on how women can redefine wealth, success, and legacy on their own terms.

Recognizing yourself as your greatest asset can change everything. Every decision to invest in your growth, whether paying down debt, pursuing new opportunities, or prioritizing well-being, builds confidence, resilience, and long-term impact.

What does it take to build lasting value in a world where markets and technology are evolving faster than ever? In this episode of The Wealth Exchange, host Rob Olsen, Head of Nicola Wealth Private Capital, and co-host Kent Sio, Principal, Private Equity and Venture Capital, sit down with Perry Miele, Managing Partner at Beringer Capital, for a dynamic conversation on the future of private capital.

From navigating NAFTA negotiations to leading global businesses, Perry shares thoughtful lessons on leadership, digital transformation, and the growing influence of AI in modern investing. He also discusses the importance of staying disciplined in a shifting market and why optimism and long-term thinking remain essential to success in private equity.

Behind every career move, family milestone, and household decision lies a financial story that rarely gets told. In this episode, Cassandra Cross, Wealth Advisor and Client Relationship Manager at Nicola Wealth, sits down with estate lawyer Christianne Murphy to explore the often-overlooked "invisible load" women carry, especially during major life transitions like marriage, motherhood, caregiving, or career changes.

Together, they unpack the emotional and financial weight of this hidden labour, share personal stories, and offer actionable strategies to help women protect their financial identity, plan with confidence, and create space for their own goals.

What makes a legacy last? In this special conversation, Isadore "Issy" Sharp, founder of the Four Seasons Hotels and Resorts, joins John Nicola, founder and CEO of Nicola Wealth, to reflect on the principles that built two enduring organizations.

Moderated by Ori Mandowsky with opening remarks from Chris Nicola, the discussion explores how values like service, culture, and generosity can shape success far beyond the balance sheet. Together, they discuss the Golden Rule that defined Four Seasons, the "Share the Pie" philosophy behind Nicola Wealth, and how both founders approach succession, leadership, and philanthropy with intention.

A resilient market masked a quarter defined by policy tension, valuation concerns, and inflation uncertainty.

In this quarterly edition of The Wealth Exchange, Nicola Wealth Portfolio Manager and Investment Strategist Ben Jang joins host Jasmine Marichic to unpack a quarter marked by rising equity markets and rising risks.

From the evolving US–Canada tariff dispute and its implications for key industries, to concentrated market leadership, high valuations, sticky inflation, and bond volatility, Ben explores the complex macro environment investors face today.

He also explains why diversification, real assets, and illiquidity premiums can play a vital role in helping build more resilient portfolios.

In this weeks episode, Ethan Astaneh, Client Relationship Manager at Nicola Wealth, explains how IPPs work for incorporated professionals, business owners, and executives - offering tax deferral, income splitting, and estate planning benefits that can help families manage wealth more efficiently.

Discover real world examples, eligibility criteria, and why successful professionals are incorporating IPPs as a complement to traditional RRSPs. If you're earning high T4 income or planning to sell your business, this retirement strategy could enhance your long-term retirement and estate planning.

In this weeks episode, Ethan Astaneh, Wealth Advisor | Client Relationship Manager at Nicola Wealth, explains how IPPs work for incorporated professionals, business owners, and executives - offering tax deferral, income splitting, and estate planning benefits that can help families manage wealth more efficiently.

Discover real-world examples, eligibility criteria, and why successful professionals are incorporating IPPs as a complement to traditional RRSPs. If you're earning high T4 income or planning to sell your business, this retirement strategy could enhance your long-term retirement and estate planning.

Music has the power to transform lives, and few understand this better than Sarah McLachlan. In this episode, host John Nicola, CEO, CIO and Chairman at Nicola Wealth, sits down with the Grammy-winning artist and philanthropist to explore her remarkable journey from a 19-year-old with a record deal to the founder of a groundbreaking music education program.

Together, they trace McLachlan's path from Halifax to Vancouver, her early experiences with World Vision that sparked a lifelong commitment to giving back, and the creation of Sarah McLachlan School of Music 24 years ago. The conversation dives deep into the school's barrier-free model, serving 1,200 students across Vancouver, New Westminster, and Edmonton with completely free programming, and the extraordinary results - including a 99% high school graduation rate among participants.

McLachlan shares insights from her annual "Barefoot in the Backyard" fundraiser, the challenges of scaling a nonprofit organization, and her vision for sustainable philanthropy. The discussion also explores broader themes around community impact, the infinite game of giving back, and how access to music education can provide vulnerable youth with mentorship, connection, and a safe space to discover their authentic selves.

Learn more about the Sarah McLachlan School of Music

Even the most disciplined investors can be influenced by emotions and biases. In this episode, Benjamin Jang, Investment Strategist at Nicola Wealth, introduces John Nicola, Chairman, CEO & CIO, who explores the field of behavioural finance. John examines the psychological traps that can influence even the most experienced investors, from loss aversion and overconfidence to anchoring and confirmation bias, and how these behaviours can affect long-term returns.

Drawing on historical examples and modern research, John highlights practical ways investors can counteract bias through systematic rebalancing, disciplined asset allocation, and diversification.