The Wealth Exchange

In this episode of The Wealth Exchange, Ron Haik sits down with technology veteran Michael Frew to explore the world of tech entrepreneurship and digital business acquisitions. With extensive experience working with industry giants such as Lockheed Martin, IBM, and Amazon, Michael offers listeners unique and firsthand insights into the inner workings of the tech industry. Additionally, they thoroughly explore the blueprint to achieving financial success in digital business acquisitions and detail the strategic advantages of acquiring businesses over starting from scratch.

Investing Matters is a segment of the Wealth Exchange podcast hosted by Ethan Astaneh. In this segment, Ethan discusses planning topics, market commentary, general investing, and education on Nicola Wealth's unique pool of funds with an array of featured guests.

In this episode of The Wealth Exchange podcast, Ethan Astaneh hosts a special three-part series on Making Sense of AI. In Part 3, he is joined by Morten Rand-Hendriksen, a thought leader in the realm of artificial intelligence (AI) and its ethical implications. Morten, a keynote speaker, instructor, and educator at LinkedIn Learning, as well as a TikTok un-fluencer and university lecturer, brings a wealth of expertise to the conversation.

In this engaging discussion, Ethan and Morten explore the critical intersection between technology and society. Morten guides listeners through the ethical considerations of AI and its impact on the way we work. The conversation kicks off with an exploration of the inherent value of human labour, setting the stage for Morten to provide a comprehensive overview of how AI and technology are poised to augment, rather than substitute, individual work.

In the latest episode of The Wealth Exchange podcast, Selena Woo sits down with Lara Zink*, the former President and Chief Executive Officer of Women in Capital Markets, the largest network of women in finance. From our meeting in Toronto, Lara shares insights into her journey—a nontraditional path through finance that includes time on Parliament Hill, a Master of Business Administration, and a thriving career managing the fast-paced world of the sell side of capital markets.

Women in Capital Markets prides itself on inclusivity and caters to women at every career stage, from students to seasoned executives. Lara sheds light on how the organization is driving change through data-backed research, advocating for equity, diversity, and inclusion within the financial sector. Lara's commitment to breaking down barriers and creating a level playing field is truly inspiring, making her a role model not just for women but for anyone striving for equity in their respective fields.

*At the time of the recording, Lara Zink was president and CEO of Women and Capital Markets but left in September of 2023 to pursue an opportunity with a woman-led asset manager, Delaney Capital.

In today's episode, Victoria Emslie is joined by Wayman and Penny Crosby, integral members of the Nicola Wealth family and community leaders. Wayman has been instrumental in expanding Nicola Wealth's real estate offerings, while Penny has actively contributed to the Nicola Wealth Gives Back charitable committee, fostering a culture of giving.

As the world gradually reopens post-pandemic, the allure of travel is stronger than ever, prompting many to seek journeys with deeper meaning. With decades of experience seamlessly blending philanthropy and a passion for travel, the Crosbys generously share their insights, experiences, and wisdom. The conversation covers a range of topics, including crafting a philanthropic strategy, instilling a sense of giving in children aligned with personal values, and the unexpected depth of "insight trips."

In the latest episode of The Wealth Exchange podcast, Selena Woo, the host of the Women's LEAD segment, engages in a conversation with Sheila Biggers, CEO and President of Junior Achievement British Columbia (JA British Columbia). With November being Financial Literacy Month, Sheila shares her extensive experience and passion for fostering upward mobility in youth. The discussion also sheds light on how JA British Columbia, a crucial entity within JA Canada and JA Worldwide, is actively shaping the leaders of tomorrow.

Furthermore, Sheila and Selena delve into the impactful programs offered by JA British Columbia. These programs focus on financial health, work readiness, and entrepreneurship, aiming to provide young minds with the knowledge and confidence needed to make informed decisions.

In this episode, join host Ron as he delves into the inspiring journey of Tom Shepansky, the community-minded founder of Rethink based in Vancouver. From its humble beginnings in 1999 to its current global reach with offices in Vancouver, Toronto, Montreal, and New York, Rethink has become a leading force in the creative agency landscape. Tom shares insights into his entrepreneurial mindset, emphasizing the importance of giving back to the community. The conversation explores Tom's deep connection with Nicola Wealth, his involvement in advisory boards, and his role in driving Rethink's strategic direction.

In this episode, John Nicola, Chairman and CEO of Nicola Wealth, is joined by Howard Marks, Co-Chair of Oaktree Capital Management. Together, they explore the current economic landscape. They begin the conversation with insights on interest rates and inflation, then delve into topics like bargain and behavioural investing. The discussion also touches on the potential sources of returns—whether from beta or alpha activity. The episode ends with Howard sharing valuable advice for investors navigating the uncertainties in the months ahead.

Ben Jang, Portfolio Manager at Nicola Wealth, joins host Jasmine Marichic to provide an update on how global markets performed in the third quarter of the year. He shares his insights on why he believes that interest rates are likely to remain elevated for an extended period. He also discusses the significance of cash holdings and their advantages, along with his outlook on the future of the economy.

At the time of recording, the following securities are held by Nicola Wealth:

• Microsoft Corp.
• Alphabet Inc. (Google)

Mention of these securities is not a recommendation to buy or to sell.

In today's episode, Victoria Emslie is joined by Jennie Dale and Michelle Di Tomaso, co-founders of Dense Breasts Canada, a non-profit organization committed to raising awareness and advocating for optimal breast cancer screening.

The conversation starts with a dive into the origins of Dense Breasts Canada, as they detail the organization's remarkable evolution over the course of eight years. As they unpack the topic at hand, Jennie and Michelle discuss the significance of breast density and why it is a pivotal factor in the early detection of breast cancer, which is a crucial element in saving lives.

Throughout the episode, Jennie and Michelle also share the challenges women face while navigating the intricate world of breast cancer screening and shed light on the imperative transformations required to safeguard women's health and well-being.

Sign Up for our Newsletter

In the latest episode of The Wealth Exchange podcast, Women's LEAD segment host Selena Woo sits down with Karen Danudjaja, Co-Founder and CEO of Blume, and recipient of the Emerging Business Award and Women Entrepreneur of the Year Award from BC Food and Beverage. Karen's journey is nothing short of remarkable.

At the age of 27, Karen embarked on a mission to transform the everyday latte using the magic of superfoods, drawing inspiration from her Southeast Asian heritage. Blume, led by an exceptional all-women team, achieved a remarkable milestone, raising $2.5 million in just five weeks, with 40% of the investors being women, and having an audience that is 90% women. Their products can now be found in mainstream supermarkets, boutique stores, and cafes across Canada and the United States.

Throughout the conversation, Karen's philosophy shines: "Work hard and be nice to people." Her kindness, grace, and humility as a business owner are truly inspiring. Discover the magic of Blume and the incredible woman behind it all in this episode.