The Wealth Exchange

In this episode, Robert Olsen, Vice Chair, Private Capital at Nicola Wealth explores private debt investments with industry expert Howard Widra, Partner at Apollo and Head of Direct Originations at MidCap Financial. Joined by Jurgen Van Vuuren, Senior Director & Head, Private Debt at Nicola Wealth, they explore the intricacies of MidCap's extensive portfolio of senior debt solutions, from leverage lending to asset-based lending.

Howard shares insights into MidCap's journey since its establishment in 2008, highlighting challenges encountered and the firm's commitment to disciplined portfolio management. Meanwhile, Jurgen offers valuable perspectives on private debt investment from the lens of high net worth individuals, showcasing Nicola Wealth's strategic approach.

Additionally, they delve into the drivers behind the growth of private credit, dispelling misconceptions and examining the implications of capital concentration among major private credit firms on market competition. They also explore the current state of the M&A market and its ripple effects on private debt activity.

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In the latest episode of The Wealth Exchange podcast, Selena Woo sits down with Cally Wesson, the dynamic CEO and President of BC Women's Health Foundation. Known for her transformative leadership, Cally's journey is nothing short of inspirational as she delves into the pivotal role of women's health in our lives.

As a passionate advocate for comprehensive wellness, Cally's work extends from neonatal care to mature women's health, emphasizing the importance of a holistic approach. Through collaboration with researchers and philanthropists, she translates cutting-edge research into tangible solutions, fostering full-circle wellness for women.

In this episode, Cally shares her insights on fostering community, driving innovation, and the profound impact of collective action in advancing women's health.

In this episode, 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 to help their clients navigate the complexities of the Vancouver real estate market.

Dan and Ryan discuss some of the most timely issues affecting the Vancouver real estate market. They provide an update on the residential real estate market, speculate on the "myth" of the mortgage maturity cliff, and discuss affordability in British Columbia, Alberta, and Ontario.

In this episode, Ron Haik sits down with John Bromley, the visionary founder and CEO of Charitable Impact, an online donation platform. With a passion for charitable giving in Canada, John advocates for increased access, education, and dialogue within the sector. Join us as we delve into his journey and how Charitable Impact helps facilitate online donations, making gifts to causes seamless.

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In the latest episode of The Wealth Exchange podcast, Selena Woo sits down with Zoë Pawlak, an artist and industrial designer rooted in the vibrant city of Vancouver, alongside her daughter Cienna Dixon.

Together, they paint a picture of their shared journey, illuminating a path of healing and blossoming growth. Zoë reminisces on her evolution as a young mother, navigating the waters of sobriety, and weaving connections with her beloved daughter. Meanwhile, Cienna's narrative sparkles with resilience, revealing how early trials became gems on her path, leading her to become the youngest trainer in Gold's Gym's history.

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About Zoë Pawlak

In this episode, Mark Hannah, Managing Director, Nicola Wealth Real Estate, is joined by Joe Mazzocco, an Independent Advisor on the Nicola Wealth Real Estate Investment Committee. With over three decades of experience, including his tenure as Executive Managing Director at KingSett Capital, Joe offers invaluable insights into navigating the complexities of property investment, particularly amidst various market challenges.

Together, they delve into various topics, from the impact of fluctuating interest rates on property values in 2023 to the critical role of an investment committee. They also discuss identifying promising cities and preferred asset types, sharing insights on seizing opportunities and clarifying the distinguishing characteristics of top-performing real estate assets.

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Ben Jang, Portfolio Manager at Nicola Wealth, joins host Jasmine Marichic to provide an update on how global markets performed in the fourth quarter of 2023. Offering valuable insights, Ben discusses the expected rise in volatility for the year ahead. He dives into the complex interplay of labour market dynamics, technological advancements, and housing supply issues, explaining their combined influence on inflation and interest rates.

Wrapping up the conversation, Ben shares practical tips on navigating a highly correlated stock and bond environment when positioning your portfolio.

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Many individuals aspire to leave a lasting legacy through charitable giving. Donor Advised Funds (DAFs) present an opportunity to revolutionize your philanthropic strategy. In this episode, Jackie Dagg, Team Lead at Private Giving Foundation, and Timothy Stranks, Wealth Advisor | Client Relationship Manager, explore the nuances of DAFs, offering a closer look at the advantages, strategies, and the unique approach that Nicola Wealth brings to aligning your philanthropic wishes with your financial and tax planning strategy

Welcome to a new season of The Wealth Exchange Podcast, where our goal is to provide access to expert insights on a variety of planning topics, market commentary, general education on investing strategies, and an in-depth exploration of Nicola Wealth's unique approach to building and preserving wealth.

In this episode, we'll guide you through some exciting new changes and share what you can expect from the podcast as we enter a new year.

In the latest episode of The Wealth Exchange podcast, Selena Woo sits down with Ravnoor Kirk and Katrina Walker, students at the British Columbia Institute of Technology and Co-Presidents of the BCIT Chapter of Young Women in Business (YWiB).

YWiB is a community for emerging female leaders and young professionals who want to create their own success, creating a platform for their voices to be heard and exposing them to new opportunities. As student leaders, Ravnoor and Katrina share how they balance priorities, support each other, and help cultivate growth, community, empowerment, collaboration and fun within the YWiB community and beyond.