The Wealth Exchange

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.

Sign Up for our Newsletter

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. 

Sign Up for our Newsletter

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.

Sign Up for our Newsletter

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.

Subscribe to Women's LEAD

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.

Sign Up for our Newsletter

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.

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.

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. 

Sign Up for our Newsletter

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.

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

Sign Up for our Newsletter