Jacqueline (Jackie) Dagg

Manager, Private Giving Foundation

Timothy Stranks

Wealth Advisor

The Wealth Exchange Podcast

**The Wealth Exchange**

The Wealth Exchange podcast provides insight, innovation, and access to the experts on a wide range of topics affecting affluent families across Canada. Join our team of hosts as they sit down with leaders and changemakers from around the globe to discuss investing, leadership, philanthropy, entrepreneurship, and more.

Client Relationship Manager

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

Are Markets Giving A False Sense of Diversification?

Canada's Productivity Challenge - What Investors Need to Know

Solve What Matters: A New Way to Think About Insurance

A Model for Food Security: Inside Greater Vancouver Food Bank's Distribution Revolution

Unpacking the Attributes of Good (And Bad) Financial Advice

When Life Shifts: Protecting Wealth Through Divorce, Inheritance, and Change

Philanthropy Focus: The Strategic Benefits of a Donor Advised Fund

Apple

Spotify

Audible

Please select your country of residence to learn more about our services and investment strategies

The content of this site is intended for U.S. residents. Please note that Nicola Wealth investments funds are generally not offered to U.S. residents at the present time. As such, the contents of this website should not be construed as as an offer of any of Nicola Wealth’s investments funds to U.S. residents. Any information, statement or opinion set forth herein is general in nature, is not directed to or based on the financial situation or needs of any particular investor, and does not constitute, and should not be construed as, investment advice, forecast of future events, a guarantee of future results, or a recommendation with respect to any particular security or investment strategy or type of retirement account. Investors seeking financial advice regarding the appropriateness of investing in any securities or investment strategies should consult their financial professional.

Before proceeding, please confirm if you are an accredited investor by checking the box above. Accredited investors are individuals with a net worth of more than $1 million, excluding the value of their primary residence, or individuals with income of more than $200,000 (or joint income of $300,000 for married couples) per year for the past two years, with a reasonable expectation that such income levels will be attained in the current year.
 
Accredited investors also include certain institutions, including U.S. banks and U.S. branches of foreign banks, U.S. savings and loans associations, U.S. insurance companies, U.S. registered brokers and dealers, U.S. registered investment companies and business development companies (as defined by the U.S. Investment Company Act of 1940).
 
Additionally, certain state pension funds and ERISA plans with more than $5 million total assets and certain partnerships, corporations, and trusts with more than $5 million total assets are also considered.


I hereby certify that I am an accredited investor or that I am an authorized representative of an accredited investor

Philanthropy Focus: The Strategic Benefits of a Donor Advised Fund

Episode Summary

Episode Featured on:

About the Guests

About the Host

More The Wealth Exchange Podcast