Show Summary:

Host Ron Haik, Senior Financial Advisor and Ontario Regional Manager at Nicola Wealth, is joined by Geoffrey Pegg, Director of Sustainability, Utilities and Energy Management at TELUS.

Geoff shares how he began his career within the industry and how it has evolved over the years, how companies can have a greater impact with their sustainability efforts, and his thoughts on what responsibilities corporations hold with regards to working towards sustainability.

Geoff also gives advice for those looking to make a career in this fast-growing sector, how he sees corporate social responsibility and sustainability initiatives headed in the future and his suggestions on how corporations can face the current challenges and constraints in the sustainability sector.

For more information on this episode, visit: www.NicolaWealth.com/Category/Podcasts

Show Summary:

Rob Edel, Nicola Wealth Chief Investment Officer, joins host Ethan Astaneh to provide a recap of the markets in the second quarter of 2020.

He discusses the unexpectedly quick recovery of stock markets, the upcoming US election, geopolitics, and some of the long-term challenges still facing us in the aftermath of COVID-19. He also addresses how the US-China trade relationship has developed, the unique challenges we are facing in Canada, developments in the energy markets, and how the current dynamic between China and Hong Kong may impact financial markets.

For more information on this episode, visit: www.NicolaWealth.com/Category/Podcasts

Host Mark Therriault is joined by Margaret Mason, a lawyer with 35 years of experience advising donors, charities and other tax-exempt organizations and their boards. 

Mark and Margaret discuss the similarities and differences between donor-advised funds and foundations and how to create giving strategies for individual families. Margaret also shares invaluable insights on the importance of timing when it comes to giving, the variety of services that provide assistance to donors, what you should consider with regards to due-diligence when looking to give to charities, and what you need to know about tax benefits.

For more information on this episode, visit: www.NicolaWealth.com/Category/Podcasts

CEO John Nicola, interviews Dr. Daniel Crosby; a Psychologist, behavioral finance expert, and New York Times best-selling author who helps organizations understand the intersection of the mind and markets.

In their discussion today, they talk about the markets so far this year; it's effect on investor behavior, including the perversity of risk; and the psychology behind success. Dr. Crosby explains the four consistent types of behavioral risk, the three pieces we need to have in place to be able to make real changes in our behavior, what cognitive dissonance is and how it applies to the way investment decisions get made, and how someone can objectively measure how successful they are as a behavioral investor.

For more information on this episode, visit:

www.NicolaWealth.com/Category/Podcasts

Nicola Wealth CEO, John Nicola interviews actor, theatre and opera director Christopher Gaze.

Christopher is the founder, and current Creative Director, of Bard on the Beach — a Shakespeare festival set on the ocean in Vancouver, which has grown into one of the largest professional theatre companies in Canada. Additionally, Christopher has lent his voice to numerous animated films and TV series and hosts the Vancouver Symphony Orchestra’s popular Tea & Trumpets series.

In their discussion, John and Christopher discuss his personal journey, the arts sector in Canada, what it is like to be a theatre and voice actor and how COVID-19 has impacted the arts.

For more information on this episode, visit:

www.NicolaWealth.com/Category/Podcasts

Jay Seabrook, Chief Operating Officer and Co-Founder of Enriched Academy joins host Mark Therriault to discuss how he and his team are working to fill that gap in Financial Literacy. In this episode, Jay shares his incredible story of entrepreneurship, from being in immense debt, to teaming up with his co-founder, Kevin Cochran, and appearing on Dragons Den. They also discuss his motivation for starting Enriched Academy, how it has developed over time and the importance of financial literacy at a young age. 

For more information on this episode, visit:

www.NicolaWealth.com/Category/Podcasts

In this two part series, host Mark Therriault speaks with Portfolio Manager Simon Carlsen about investing in Commercial Mortgages as an asset class and how it has been affected by the COVID-19 pandemic. 

In part two, they discuss how the first six weeks of lockdown have been on this asset class, how loan repayment has been the last two months and what Simon sees for the near and long term future. 

For More Information on this Week’s Episode, Visit:

www.NicolaWealth.com/Category/Podcasts

In this two part series, host Mark Therriault speaks with Portfolio Manager Simon Carlsen about investing in Commercial Mortgages as an asset class. 

In part one, they go into the inner workings of how the mortgage pools work, what types of loans are involved and how cashflow is generated from this asset class. 

For More Information on this Week’s Episode, Visit:

www.NicolaWealth.com/Category/Podcasts

Rob Edel, Chief Investment Officer at Nicola Wealth, provides a Market Commentary with host Ethan Astaneh. Together, they look back at Q1 2020 and the journey the markets have taken this past quarter.

They discuss why and how the markets fell so quickly, the specific challenges facing the oil and energy sector and what this means for the upcoming US election. They also cover the global economic recovery and what that will ensue.

For More Information on this Week’s Episode, Visit:

www.NicolaWealth.com/Category/Podcasts

As the markets fluctuate and many lose their jobs, one's relationship with money comes to the forefront. Host Mark Therriault speaks with Chantel Chapman, founder of What the Finances and Co-Founder of Trauma of Money about her approach to mindful money management, a mix between psychology and financial literacy helping improve clients' relationships with their finances in a deeper way.

They discuss Chantel's journey as an entrepreneur and what mindful money guidance really is, including the impact of past money experiences, the six pillars that play into one's relationship with money and how addressing those paired with financial literacy can change how you live your life. 

For More Information on this Week’s Episode, Visit:

www.NicolaWealth.com/Category/Podcasts