The Wealth Exchange

Traditionally, alternative investment strategies were limited to institutional and ultra-high-net-worth investors. Now, as the market becomes increasingly volatile and inflation continues its climb, the alternatives space has seen a surge in interest and popularity.

On this week's episode of Investing Matters, Wealth Advisor, Ethan Astaneh sits down with Joe Burns, Managing Director and Co-Head of Research at iCapital Network to discuss alternative investments. They explore the varying degrees of risk, how it has performed in the recent past, and how it could perform in the future as markets come under pressure.

Building on their previous podcast about the Financial Lifecycle, Wealth Advisors Ethan Astaneh and Ron Haik focus on the topic of retirement. They break it down into three distinct areas; the go-go years, the slow-go years and the no-go years. 

They discuss the practical implications for each phase, how to make sure you get the most and are prepared for each phase and the dialogue you should be having with your financial advisor. 

Diana Zhang is the CEO and Co-Founder of NeighborShare a rapidly growing direct giving platform that empowers communities to support families within their own communities in critical moments of need. 

Diana left a successful career in finance to pursue NeighborShare and has used venture philanthropy to run her charity, a model that is similar to how many tech startups operate and unique in the charitable sector. She shares what made her decide to pursue her charity full time, how she is using the venture capital model to disrupt the way charities fundraise and why it is so important to help communities support those in need. 

In this episode CEO John Nicola sits down with Senior Vice President of Advisory Services Vanessa Flockton to answer some of your biggest questions on taxation and the current minority Liberal government.

They discuss a range of possible tax measures that could come out of the upcoming budget, how they think this new minority Liberal government will handle taxes moving forward, and share strategies that can be used to successfully manage tax outcomes.

CIO Rob Edel and Financial Advisor Ethan Astaneh provide a Q3 2021 Market Commentary. They discuss stock and bond markets and the pressure they have come under, as well as the impact of inflation and how it will impact all of us in different and nuanced ways. 

On a global scale they also discuss the Chinese economy, the shipping crisis and what to look for with the upcoming US midterm elections. 

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

www.NicolaWealth.com/Category/Podcasts

Strategic giving involves the alignment of your long-term financial goals with your philanthropic aspirations. Before pursuing a charitable giving plan, it is important to understand the number of tax-effective strategies available to you.

If you have been making cash donations or are considering writing a cheque to your favourite cause or charity, especially if you’ve had a high-income year, there are effective tools you can implement to reduce your taxable income and ensure the greatest impact on your cause and your financial future. Hosts Ron Haik and Rick Goossen share their smarter, tax-effective giving strategies.

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

www.NicolaWealth.com/Category/Podcasts

Host Victoria Emslie speaks with Joanne Simons, CEO of Casey House, a specialty hospital in Toronto and Canada's first and only hospital for people living with HIV/AIDS.

They discuss how Casey House has evolved from its beginnings as a hospice during the AIDS epidemic to the multidisciplinary hospital it is today. She also provides some insight on the impact of the stigma around HIV, what her team has done and continues to do to change that narrative and what we can all do to make our world more inclusive. 

Having a successful business and creating a positive impact do not need to be mutually exclusive. Saul Brown, Founder and Chief Storyteller of Saul Good Gift Co. joins host Mark Therriault to share how he built a successful and profitable business that gives back.

One of the first to become a Certified B Corporation, Saul discusses what it means to build a business that balances purpose and profit and provides simple steps that any organization can take to do better.

The phrase “one man’s trash is another man’s treasure” has never had more meaning than with Plastic Bank. An innovative company that has been featured on Dragons Den and countless other media publications for using ocean plastic to combat poverty in some of the world’s poorest countries.

Host Ron Haik is joined by CEO and founder of Plastic Bank David Katz where he speaks to his thoughts on leadership, the state of the environment and how they empower local communities to combat ocean waste and poverty using blockchain technology.

The price of Financial Advice can vary greatly across the many offerings. But what are you actually paying for and how is that price determined? Host Ethan Astaneh sits down with Kyle Westhaver, Financial Advisor and Investment Manager to unpack what is the true value of financial advice, both tangible and intangible. 

They discuss the different types of advice, that not all services are an apples-to-apples comparison and they walk through the value an integrated planning firm can provide.

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

www.NicolaWealth.com/Category/Podcasts