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The Wealth Exchange

The Wealth Exchange

De: Nicola Wealth
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The Wealth Exchange provides access to the experts on the issues that are important to affluent families and business leaders across Canada. Providing in-depth conversations on a wide range of topics, the podcast has featured change makers, business leaders, subject matter experts and humanitarians from around the globe.©Copyright 2018 Nicola Wealth Management. Economía Finanzas Personales Política y Gobierno
Episodios
  • From Policy to Progress: Insights on the Future of Private Capital
    Nov 7 2025

    What does it take to build lasting value in a world where markets and technology are evolving faster than ever? In this episode of The Wealth Exchange, host Rob Olsen, Head of Nicola Wealth Private Capital, and co-host Kent Sio, Principal, Private Equity and Venture Capital, sit down with Perry Miele, Managing Partner at Beringer Capital, for a dynamic conversation on the future of private capital.


    From navigating NAFTA negotiations to leading global businesses, Perry shares thoughtful lessons on leadership, digital transformation, and the growing influence of AI in modern investing. He also discusses the importance of staying disciplined in a shifting market and why optimism and long-term thinking remain essential to success in private equity.

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    52 m
  • Carrying It All: Women, Wealth & the Invisible Load
    Oct 30 2025

    Behind every career move, family milestone, and household decision lies a financial story that rarely gets told. In this episode, Cassandra Cross, Wealth Advisor and Client Relationship Manager at Nicola Wealth, sits down with estate lawyer Christianne Murphy to explore the often-overlooked "invisible load" women carry, especially during major life transitions like marriage, motherhood, caregiving, or career changes.

    Together, they unpack the emotional and financial weight of this hidden labour, share personal stories, and offer actionable strategies to help women protect their financial identity, plan with confidence, and create space for their own goals.

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    54 m
  • Architects of Legacy: In Conversation with Isadore Sharp & John Nicola
    Oct 23 2025

    What makes a legacy last? In this special conversation, Isadore "Issy" Sharp, founder of the Four Seasons Hotels and Resorts, joins John Nicola, founder and CEO of Nicola Wealth, to reflect on the principles that built two enduring organizations.

    Moderated by Ori Mandowsky with opening remarks from Chris Nicola, the discussion explores how values like service, culture, and generosity can shape success far beyond the balance sheet. Together, they discuss the Golden Rule that defined Four Seasons, the "Share the Pie" philosophy behind Nicola Wealth, and how both founders approach succession, leadership, and philanthropy with intention.

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    56 m
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