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. 

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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

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In this episode, host Victoria Emslie is joined by Alison Twiner, a dedicated past Chair of the National Board, and Robyn Jones-Murrell, Senior Vice President for Western Canada, both from the Heart & Stroke Foundation. Together, they share their unique journeys and profound impact on the foundation's mission.

Robyn recounts her unexpected path to the foundation, highlighted by her father's dramatic survival of a Widowmaker heart attack just days before her interview. Alison reflects on her lifelong commitment to heart and stroke causes, from childhood canvassing with her mom to leading digital transformation on the board.

They also emphasize how the Heart & Stroke Foundation drives vital research, advocates for life-saving policies, and tackles critical issues such as women’s heart health and bystander CPR.

In this episode, John Nicola, Chairman, CEO, and CIO of Nicola Wealth, shares valuable insights at the Canadian Alternative Investment Forum 2024 alongside Catherine Code, National M&A Leader and Vice Chair, Deloitte Canada. As Canada's fastest-growing private investment counsel, John explores Nicola Wealth's innovative strategy of managing open-ended, evergreen funds in real estate and private capital, a practice the firm has implemented since 2005. He emphasizes the importance of maintaining direct client relationships and how this client-centric approach has contributed to the firm's stability and strong client retention rate. This discussion provides a deeper understanding of Nicola Wealth's investment philosophy and the principles that drive its growth.

On June 6, a panel of remarkable women took the stage at the Women's LEAD Vancouver event to share their inspiring journeys. LaQuita Cleare, the evening's keynote speaker and Founder of Clear Communication Academy; Kiara LeBlanc, CEO & Founder of Lifted Fitness; Teena Gupta (Sim), CEO of Rosemary Rocksalt and Co-Founder of Nurse Next Door; Marie Khouri, an acclaimed sculptor based in Paris and Vancouver; and Dr. Maryam Zeineddin, a family doctor and CEO & Founder of Zili CARA, each brought their unique perspectives to the discussion. 

Moderated by Paulina Cameron, COO of Flytographer and Author, the panel shared stories of entrepreneurship, building community, pivotal life moments, and the challenges of navigating family dynamics while pursuing a path true to themselves. Their conversation is filled with wisdom, authenticity, and invaluable insights, inspiring listeners to forge their own unique paths.

Over the past several years, the Canadian Federal Government's budgets have introduced tax changes affecting high-income earners and business owners. This year's budget announcement includes a proposed change to the capital gains inclusion rate.

In this episode, John Nicola, Chairman, CEO, and CIO, and Ethan Astaneh, Wealth Advisor | Client Relationship Manager, at Nicola Wealth are joined by Matthew Baker, Partner in Tax at Baker Tilly Canada. They outline key tax considerations and strategies that investors should be aware of as they monitor their long-term financial plans.

In this episode, Mark Hannah, Managing Director of Nicola Wealth Real Estate, speaks with Wayman Crosby, an Independent Advisor on the Nicola Wealth Real Estate Investment Committee, and Director of the Nicola Wealth Private Giving Foundation and the Nicola Gives Back Charitable Committee. Wayman, an accomplished entrepreneur and passionate philanthropist, shares insights from his 50-year career, discussing how he has successfully navigated business cycles, his dedication to philanthropy, and the importance of structured personal planning. He emphasizes the significance of meaningful engagement, giving back, and maintaining a balanced, healthy life, demonstrating how these values drive both personal and professional success.

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