The Wealth Exchange

What Are You Really Passing Down? Values, Wealth, or Confusion


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Legacy is often treated as an end-of-life conversation, but what if it is actually a daily practice?

In this episode of The Wealth Exchange, host Cassandra Cross is joined by Teresa Virani, Executive Director of Philanthropy at Nicola Wealth, to explore how legacy is shifting from an end-of-life concept to a lived and intentional practice.

Drawing on her work with families across Canada, Teresa shares how wealth becomes most meaningful when it is directed with purpose rather than simply accumulated. The conversation examines how philanthropy can strengthen family connections, prepare the next generation for stewardship, and bring clarity to wealth transfer conversations that often feel complex or emotional.

Together, Cassandra and Teresa discuss how women are redefining wealth through confidence, collaboration, and long-term thinking. They explore everything from involving children earlier in financial conversations to using strategic giving tools that align generosity with values and long-term planning.

For women and families looking to approach wealth with greater intention, this episode offers a thoughtful perspective on how legacy is built in real time through the choices we make, the conversations we have, and the values we choose to live by.

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The Wealth ExchangeBy Nicola Wealth


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