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Mark Therriault, Vice President of Business Succession and Estate Planning, sits down with Mike and Karen Heppell, founders of Longboard Architectural Products. From betting the farm on a manufacturing startup to creating one of Abbotsford’s most admired workplace cultures, the Heppells share their journey of grit, vision, and leading with purpose. 

People First, Profit Follows: Building a Legacy of Generosity

Recorded live on June 3 in Victoria, Nicola Wealth Advisor | Client Relationship Manager, Chris Warner, hosts a timely discussion on the forces shaping today’s investment environment.

Going on a Bear Hunt: Four Market Factors to Consider

In this episode, Rob Olsen, Head of Private Capital at Nicola Wealth, and Jason Luo, Senior Director of Venture Capital, speak with Han Kim, Co-Founder and Managing Partner at Altos Ventures, a global venture capital firm known for backing breakout companies like Roblox, Coupang, and Woowa Brothers.

How Altos Ventures Built Success by Thinking Long Term

Recorded live on May 29 at the Nicola Wealth Vancouver Strategic Insights event, this episode features Chairman, CEO, and CIO John Nicola in conversation with the firm’s senior investment leaders. 

The Uncertainty Premium: Finding Value When Markets Fear Change

In this special episode recorded live at the Canada Private Markets Meeting in Toronto, Nicola Wealth’s Founder, Chairman, CEO and CIO, John Nicola joins Michael Kaumeyer, Vice Chair, Nicola Family, for an insightful conversation on leadership, legacy, and navigating uncertainty.

John Nicola on Strategy, Succession & Serendipity

In this episode of In the Ring with Rob, host Rob Olsen is joined by Nicola Wealth’s Matt Choi and guest Raman Fahabzadeh, Managing Director at Audax Private Debt, one of the most established firms in the space with over $24 billion in assets under management.

The Role of Private Debt in Today’s Market with Rob Olsen, Matt Choi and Rahman Vahabzadeh

In this episode, recorded live at the 2025 Private Wealth Canada West Forum, Nicola Wealth Chairman and CEO John Nicola joins board member and Rethink Founder Tom Shepansky for a thoughtful conversation on leadership, growth, and the value of sharing success.

John Nicola’s Philosophy on How Sharing Success Can Result in Exponential Growth

In this timely episode, Gary Mar, President and CEO of the Canada West Foundation and former Alberta Cabinet Minister, joins Ben Jang, Portfolio Manager and Investment Strategist at Nicola Wealth, to discuss the recent Canadian federal election and what the results could mean for the economy, energy, and national unity.

Carney and Trump, What's Next?

In this episode, Rob Olsen is joined by Nicola Wealth’s Tori Buffery and Adrian Millan, Partner at PJT Park Hill in New York, to explore how the secondaries market is evolving and what it means for today’s investors.

The Growing Role of Secondaries in Diversified Portfolios with Robert Olsen, Adrian Millan & Tori Buffery

In this episode of The Wealth Exchange, Ben Jang, Portfolio Manager at Nicola Wealth, joins host Jasmine Maricic to analyze market themes from the first quarter of 2025.

Q1 2025 in Focus: What Moved Markets and What Comes Next

In this episode, Ethan, Ryan and Dan offer a timely and comprehensive overview of the Canadian residential real estate landscape.

Canadian Residential Real Estate Outlook: Multiplexes, Mortgages & Market Shifts with The Vancouver Life

In this episode, host Robert Olsen and co-host Sunny Lee from Nicola Wealth speak with Aly Champsi, Managing Director at DW Healthcare Partners

Building Lasting Value in Private Equity with Rob Olsen, Aly Champsi and Sunny Lee

Jasmine Marichic, Wealth Advisor, outlines key estate planning strategies for business owners, including trusts, direct distributions, and Letters of Wishes. 

Investing Matters: Protecting Your Business Legacy for Generations to Come

In this episode of the Wealth Exchange, Cassandra and Dami share practical tools and strategies for women to feel more confident in their financial decisions. 

Women, Wealth, and the Path to Financial Confidence

In this episode of the Wealth Exchange, Robert Olsen sits down with veteran finance leader and entrepreneur David Rogers.

In the Ring with Rob: From Corporate Finance to Entrepreneurship with David Rogers

In this episode of The Wealth Exchange, Timothy Stranks provides an update on the recent extension to Canada's charitable donation deadline.

Investing Matters: Canadian Charitable Donations Update

Jasmine Marichic, addresses the top five estate planning mistakes made by business owners and affluent families.

Investing Matters: Five Estate Planning Mistakes That Can Cost You—And How to Avoid Them

Ben Jang, Portfolio Manager, analyzes U.S.-Canada trade relations, including recent developments in tariff negotiations and their potential impact on investors

Investing Matters: The Impact of Trump’s Tariff Threats on Canadians

Kicking off the first episode of Season 7 of The Wealth Exchange, Ben Jang, Portfolio Manager at Nicola Wealth, joins host Jasmine Maricic to analyze market themes from the fourth quarter of 2024.

Investing Matters: Q4 2024 Market Commentary

In the season finale of The Wealth Exchange, host Jasmine Marichic provides a thoughtful overview of 2024's key economic developments and their potential influence on the year ahead. As we transition into 2025, she offers perspective on the broader market trends and policy changes shaping Canada's investment landscape.

Investing Matters: 2024 Economic Review & Charting the Path to 2025

In this episode, Robert Olsen and Vanessa Flockton sit down with trailblazing business leader Ursula Burns.  As the first black woman to lead a Fortune 500 company, Burns shares her remarkable journey from growing up in New York City public housing to starting as an intern at Xerox and rising to become its CEO. She led the company’s transformation from a print and copy giant to a diversified business services enterprise.

In the Ring with Rob: Building Better Businesses with Xerox CEO turned PE Founder Ursula Burns

In this episode, host Robert Olsen talks with Mark Machin and Mark Shulgan from Intrepid Growth Partners about the growing role of AI in growth equity investing. The conversation explores the founders’ backgrounds in science and banking, and how these experiences shape their focus on AI-driven investments.

In the Ring with Rob: AI, Growth Equity, and the Future of Tech Investing with Intrepid Growth Partners

In this episode of The Wealth Exchange, Ben Jang, Portfolio Manager in the Nicola Wealth Public Assets Group, is joined once again by Ed Mills, Managing Director and Washington Policy Analyst at Raymond James.  

Investing Matters: U.S. Policy Shifts and Market Impacts with Ed Mills

In this episode, Teresa Virani, Executive Director, Philanthropy at Nicola Wealth, is joined by James Woller, founder of Thrive for Good.

Philanthropy Focus: Harvesting Change with James Woller from Thrive for Good

Cameron Smith, Vice President, Private Wealth | Client Relationship Manager is joined by Chris Nicola, President, Nicola Wealth, to explore fintech innovation, AI's impact on wealth management, and how technology is reshaping client service.

Lead Impact: Innovations in Financial Technology with Chris Nicola & Cameron Smith

Ben Jang, Portfolio Manager at Nicola Wealth, joins host Jasmine Marichic to discuss shifting dynamics in equities, interest rate cuts, and geopolitical tensions.

Investing Matters: Q3 2024 Market Commentary

In the latest episode of The Wealth Exchange podcast, Teresa Virani is joined by Malcolm Berry, CEO, BCCHF and Vanessa Flockton, President, Private Wealth, Nicola Wealth as they discuss philanthropy through the lens of transforming child health. 

Philanthropy Focus: Transforming Child Health with Malcolm Berry and Vanessa Flockton, BC Children's Hospital Foundation

In this episode, Robert Olsen, Vice Chair, Private Capital at Nicola Wealth, explores venture capital investing with Matt Harris, Partner at Bain Capital Ventures, and Geoff Taylor, Principal, Private Equity and Venture Capital at Nicola Wealth.

In the Ring with Rob: The Evolution and Future of Venture Capital with Matt Harris & Geoff Taylor

In the latest episode of The Wealth Exchange podcast, Selena Woo is joined by Patrice Mousseau, Founder and CEO of Satya Organics.

Women's LEAD: Patrice Mousseau on Building a Values-Driven Business

In this episode, Dan and Ryan explore the latest market trends, including the shift towards a balanced market and the impact of the pandemic on housing dynamics.

Investing Matters: Residential Real Estate Market Trends, COVID’s Impact, and Future Outlook with The Vancouver Life

Ed Mills Washington Policy Analyst, Managing Director at Raymond James, joins host Ben Jang, Portfolio Manager at Nicola Wealth, to discuss the latest twists in the U.S. presidential election, key policy issues, and their market impacts.

Investing Matters: U.S. Election Dynamics and Market Effects with Ed Mills

Mark Hannah and Don Harrison of the NWRE team discuss the intersection of institutional and private capital in real estate and share tips for those new in the commercial real estate industry.

Investing Matters: The Intersection of Institutional and Private Capital in Real Estate with Don Harrison

In this episode, Ron Haik welcomes Joe Markovitch, a seasoned business exit planner, to discuss the complexities and emotional journey of exiting a business.

Lead Impact: The Path to a Successful Business Exit with Joe Markovitch

In the latest episode of The Wealth Exchange podcast, Selena Woo is joined by Henna Mazzocco, the owner and lead photographer at Skyscape Studio. 

Women's LEAD: Above and Beyond Leadership with Henna Mazzocco

In this episode, Robert Olsen, Vice Chair, Private Capital at Nicola Wealth focuses on real estate debt investments with Ken McKinnon from IMC and Simon Carlsen. They provide insights on the evolving landscape of real estate and key opportunities within the mortgage market.

In the Ring with Rob: Mastering Mortgage Markets with Ken McKinnon & Simon Carlsen

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. 

Philanthropy Focus: How Dress for Success Helps Women Achieve Economic Independence

Ben Jang, Portfolio Manager at Nicola Wealth, joins host Jasmine Marichic to discuss the new Nicola Wealth Money Market Fund, including its investment strategy and the advantages over high-interest savings accounts.

Investing Matters: Introducing the Nicola Wealth Money Market Fund

Ben Jang, Portfolio Manager at Nicola Wealth, joins host Jasmine Marichic to discuss global economic trends, including growth, inflation, equity markets, and interest rates.

Investing Matters: Q2 2024 Market Commentary

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.

Women's LEAD: From Passion to Profession with Meeru Dhalwala & Joanna Jagger

In this episode, Robert Olsen, Vice Chair, Private Capital at Nicola Wealth focuses on infrastructure investments with Evan Corley from Pantheon and Ashley Ng. They explore the evolution of infrastructure as an asset class, investor interest, and Pantheon’s journey in this space.

In the Ring with Rob: The Evolution of Infrastructure as an Asset Class with Evan Corley & Ashley Ng

In this episode, two Heart & Stroke Foundation leaders share their inspiring journeys, the foundation's life-saving initiatives, and the ongoing fight against heart disease and stroke.

Family vacation

Philanthropy Focus: Championing Heart Health with the Heart & Stroke Foundation

In this episode, John Nicola, Chairman, CEO, and CIO of Nicola Wealth, shares valuable insights at the Canadian Alternative Investment Forum 2024.

Investing Matters: John Nicola on Revolutionizing Independent Asset Management with a Pension-Inspired Approach

On this episode of The Wealth Exchange, we have featured audio from our live panelist discussion that took place on June 6th at our Women’s LEAD Event in Vancouver. 

Women's LEAD: 2024 Live Panelist Discussion in Vancouver

Key tax considerations and strategies that investors should be aware of as they monitor their long-term financial plans.

Investing Matters: Tax and Estate Planning 2024 – Navigating the Capital Gains Dilemma

Mark Hannah speaks with Wayman Crosby about his 50-year career, navigating business cycles, philanthropy, and the importance of balanced personal planning.

Lead Impact: Managing Through Down Cycles and Mastering Philanthropy with Wayman Crosby

In this episode of the Wealth Exchange, host Robert Olsen unpacks the private equity secondaries market with industry expert Joy Savchenko, Senior Managing Director at Evercore and Tori Buffery. The three use their expertise to demystify terminology and comment on trends in the secondaries market.

In the Ring with Rob: Understanding the Private Equity Secondary Market with Joy Savchenko & Tori Buffery

On this episode of The Wealth Exchange, we have featured audio from our live panelist discussion that took place on May 8th at our Women’s LEAD Event in Toronto. 

Women's LEAD: 2024 Live Panelist Discussion in Toronto

In this episode, Robert Olsen, Vice Chair, Private Capital at Nicola Wealth explores private equity investments with industry expert Brett Fisher, Managing Director at Fisher Lynch Capital. Joined by Kazuki Nohdomi, Portfolio Manager, Private Equity and Venture Capital at Nicola Wealth, they uncover the world of private equity.

In the Ring with Rob: Investigating Private Equity with Brett Fisher & Kazuki Nohdomi

Ben Jang, Portfolio Manager at Nicola Wealth, joins host Jasmine Marichic to discuss market themes, inflation, and investment strategies, offering valuable insights.

Investing Matters: Q1 2024 Market Commentary

Mark Hannah and Mark Renzoni discuss economic cycles, investment opportunities, and the importance of mentorship and strategic leadership.

Lead Impact: Commercial Real Estate Trends and Career Insights with Mark Renzoni

In the latest episode of The Wealth Exchange podcast, Selena Woo engages in an inspiring and laughter-filled discussion with Natalie Miller to discuss her story of building a successful interior design business and supporting her husband's NHL career while raising three children. 

Women's LEAD: Balancing Ambition and Work-Life Harmony with Natalie Miller

In this episode of Lead Impact, Ron Haik is joined by former Canadian figure skater, Patrick Chan. As the most decorated male figure skater in Canadian history, Patrick shares his inspiring journey from the ice rink to financial planning at Nicola Wealth.

Lead Impact: Patrick Chan's Transition from Canadian Skating to Finance

In this episode, Robert Olsen, Vice Chair, Private Capital at Nicola Wealth explores private debt investments with industry expert Howard Widra, Partner at Apollo and Head of Direct Originations at MidCap Financial.

In the Ring with Rob: Exploring the Golden Age of Private Credit with Howard Widra

In the latest episode of The Wealth Exchange podcast, Selena Woo sits down with Cally Wesson, the dynamic CEO and President of BC Women's Health Foundation.

Women's LEAD: Cally Wesson's Commitment to Women's Wellness

In this episode, Dan and Ryan discuss some of the most timely issues affecting the Vancouver real estate market.

Investing Matters: The Real Estate Market In 2024 With The Vancouver Life

Ron Haik sits down with John Bromley, founder and CEO of Charitable Impact, where he shares his path to building an online platform that aims to be "like a bank account for your charitable giving."

Lead Impact: Charitable Giving In Canada With John Bromley

In the latest episode of The Wealth Exchange podcast, Selena Woo sits down with Zoë Pawlak, an artist and industrial designer and her inspiring daughter, Cienna Dixon.

Meaning-to-let-you-lean-on-me

Women's LEAD: Strength, Resilience, and the Enduring Bond Between Mother and Daughter

Mark Hannah and Joe Mazzocco offer invaluable insights into navigating the complexities of property investment, particularly amidst challenges such as fluctuating interest rates.

Investing Matters: Deciphering Property Investment Trends with Joe Mazzocco

Ben Jang, Portfolio Manager at Nicola Wealth, joins host Jasmine Marichic to offer an update on the performance of the global markets in the fourth quarter of 2023 and expectations for 2024.

Investing Matters: Q4 2023 Market Commentary

Many individuals aspire to leave a lasting legacy through charitable giving. Donor Advised Funds present an opportunity to revolutionize your philanthropic strategy.

Philanthropy Focus: The Strategic Benefits of a Donor Advised Fund

In this episode, we'll guide you through some exciting new changes and share what you can expect from the podcast as we enter a new year.

The Wealth Exchange Podcast: What’s To Come In 2024

In this episode, Selena Woo sits down with Ravnoor Kirk and Katrina Walker, students at the British Columbia Institute of Technology and Co-Presidents of the BCIT Chapter of Young Women in Business.

Women’s LEAD: Supporting Young Women in Business with Ravnoor Virk and Katrina Walker

Ron Haik sits down with technology veteran Michael Frew to explore the world of tech entrepreneurship and digital business acquisitions.

Lead Impact: Maximizing Business Acquisitions with Tech Entrepreneur Michael Frew

Morten Rand-Hendriksen guides listeners through the ethical considerations of AI and its impact on the way we work. 

Making Sense of AI – Part 3: The Impact of Artificial Intelligence on Society with Morten Rand-Hendriksen

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.

Women’s LEAD: Driving Change for Women in Finance with Lara Zink

In this episode, Victoria Emslie is joined by Wayman and Penny Crosby, integral members of the Nicola Wealth family and community leaders. 

Philanthropy Focus: A Transformative Exploration of Purposeful Travel with Wayman and Penny Crosby

In this episode, Selena Woo engages in a conversation with Sheila Biggers, CEO and President of Junior Achievement of British Columbia. 

Women’s LEAD: Sheila Biggers, CEO of JA British Columbia on Financial Literacy for Youth

In this episode, Ron Haik is joined by Tom Shepansky, founder of Rethink Communications, an independent creative agency based out of Vancouver, Toronto & Montreal. 

Lead Impact: Building Communities and Giving Back with Tom Shepansky, Founder of Rethink

In this episode, John Nicola, Chairman and CEO of Nicola Wealth, is joined by Howard Marks, Co-Chair of Oaktree Capital Management.

Investing Matters: The Future of Investing with Howard Marks of Oaktree Capital

Ben Jang, Portfolio Manager at Nicola Wealth, joins host Jasmine Marichic to offer an update on the performance of the global markets in the third quarter of the year.

Investing Matters: Q3 2023 Market Commentary

In this 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.

Philanthropy Focus: Raising Breast Cancer Awareness with Dense Breasts Canada

In the latest episode of The Wealth Exchange podcast, Selena Woo, host of the Women's LEAD segment, engages in a conversation with award-winning Founder & CEO of Blume, Karen Danudjaja.

Women's LEAD: Crafting Success in the Beverage Industry with Co-Founder & CEO of Blume

Lucia and Jason delve into C4K's inspiring journey of transformation over the years, shedding light on its profound mission and strategies aimed at enhancing children's mental health.

Philanthropy Focus: Transforming Children's Mental Health With Capitalize For Kids

Venture capitalist Mark Trevitt sheds light on key aspects of AI's evolving landscape.

Making Sense of AI – Part 2: AI's Evolution and the Automation Frontier with Mark Trevitt

Jennifer Tse, model, actress, entrepreneur and mother, candidly discusses her battle with imposter syndrome, her resilience in a demanding industry, and the transformative impact of motherhood.

Women’s LEAD: Culture, Imposter Syndrome, and Motherhood in the Spotlight with Jennifer Tse

In this episode, Victoria Emslie is joined by Dr. Rebecca Deyell, a distinguished pediatric oncologist and researcher at BC Children's Hospital.

Philanthropy Focus: Inspiration and Innovation in Pediatric Oncology with Dr. Rebecca Deyell from BC Children's Hospital

Dan Wurtele and Ryan Dash delve into some of the most pressing issues impacting the Canadian real estate market.

Investing Matters: Real Estate Market Trends, Investment Strategies, and First-Time Buyer Tips

In the latest episode of The Wealth Exchange podcast, Selena Woo, host of the Women's LEAD segment, engages in a conversation with trailblazing financial leader, Mary Vitug.

Women's LEAD: Mary Vitug on the Pivotal Themes to Balance a Thriving Career and Life

Host Jasmine Marichic engages in an insightful conversation with Stacey Mouadeb, Director of Private Debt to break down the world of private debt.

Investigating opportunities and investments in private debt

Investing Matters: Evaluating Opportunities and Investments in Private Debt

Selena Woo, sits down with Jen Murtagh, who shares her incredible journey from corporate leadership to non-profit ventures and entrepreneurship.

Women's LEAD: From Corporate Leadership to Maternity Advocacy and Entrepreneurship with Jen Murtagh

Ben Jang, Portfolio Manager at Nicola Wealth, joins host Jasmine Marichic to offer an update on the performance of the global markets in the second quarter of the year.

Investing Matters: Q2 2023 Market Commentary

Making Sense of AI – Part 1: Exploring Advancements and Ethical Considerations with Bethany Edmunds

Women's LEAD: Navigating Challenges, Embracing Triumphs with Narges Nirumvala

Lead Impact: A Journey to Combat Poverty with Dan Murray of Opportunity International

Women in Business at Nicola Wealth Management's Women's LEAD Event

Women's LEAD: Live Panelist Discussion in Vancouver

Women in Business at Nicola Wealth Management's Women's LEAD event

Women's LEAD: Live Panelist Discussion in Toronto

Philanthropy Focus: Supporting Perinatal Mental Health with the Director of the Pacific Post Partum Support Society

Investing Matters: Q1 2023 Market Commentary

Women's LEAD: Resilience, Courage, and Leading Life on Your Own Terms with Joy Walcott-Francis

Investing Matters: SVB and Credit Suisse's Collapse and a Look at the Bank-Run Compared to 2008

Philanthropy Focus: Cycle 5 to Survive & A Journey to Impact Change with P.L. and Kristen Meindertsma

Host Ethan Astaneh engages in an insightful conversation with Jurgen van Vuuren, Senior Director, Private Debt, and Simon Carlsen, Senior Director, Mortgage Investments at Nicola Wealth.

Investing Matters: Navigating the Nuances of Private Debt & Mortgages

Philanthropy Focus: A Fresh Perspective on Supporting Communities with Amanda Burrows of First United

Investing Matters: Q4 2022 Market Commentary

Investing Matters: An Update on the Real Estate Market with The Vancouver Life

Women’s LEAD: Achieving Your Full Potential with Dr. Stacy Irvine

Host Ethan Astaneh speaks with Ashley Ng, Director of Infrastructure Investments and Kazuki Nohdomi, Portfolio Manager - Private Equity & Venture Capital.

Investing Matters: Private Capital Quarterly - What Investors Should Know

Women's LEAD: A Conversation on Truth & Reconciliation with Inez Cook

Women's LEAD: How Two Canadian Entrepreneurs Redefined Thoughtful Giving

Investing Matters: 2022 Real Estate Trends

Nicola Wealth’s exclusive podcast series, featuring insight from global leaders, industry experts and changemakers as they discuss investing, leadership, philanthropy, entrepreneurship, and more.

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