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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.
- Indexed episodes, last 90 days
- 5
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- Aug 13, 2026
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- Jul 6, 2026
Latest episodes
Credit Opportunities Explained: Leverage, Risk & Returns (opens the original)
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What if you could enhance returns from fixed income without taking on traditional interest-rate exposure? And what role does leverage play in both the opportunity and the risk? Host Jasmine Marichic, Wealth Advisor | Client Relationship Manager, sits down with Ben Jang, Portfolio Manager | Head of Fixed Income, to unpack the Nicola Credit Opportunities Fund and the thinking behind its approach to return-seeking fixed income. You'll hear: • Why this strategy is not a cash alternative or tradition
Women Are Inheriting Trillions, But Not the Confidence to Match (opens the original)
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When it comes to the future of wealth, one of the most significant financial shifts of our time is already underway. In this episode of The Wealth Exchange, Chris Warner, Wealth Advisor and Practice Management Lead | Client Relationship Manager, sits down with Cassandra Cross, Wealth Advisor | Client Relationship Manager, to explore how women are increasingly shaping the future of wealth - and what it means for individuals, families and future generations. Drawing on insights from Cassandra's re
Private Equity Unpacked: What Really Drives Investor Outcomes (opens the original)
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When it comes to private equity, how you invest can be just as important as what you invest in. In this episode of The Wealth Exchange, Robert Olsen, Head of Private Capital, sits down with Kazuki Nadomi, Portfolio Manager | Private Equity and Venture Capital, and Sunny Lee, Senior Director | Private Equity, to explore a key question facing investors today: Are traditional private equity structures still the best fit for individual investors? Drawing on insights from their recent article, "The E
Markets, Volatility, and the Value of Diversification - Q2 2026 Market Commentary (opens the original)
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Markets proved more resilient this quarter, despite ongoing inflation concerns, geopolitical tensions, and elevated interest rates. In this episode of The Wealth Exchange, Ben Jang, Portfolio Manager | Head of Fixed Income joins Jasmine Marichic, Wealth Advisor | Client Relationship Manager, to explore what drove the market rebound, where risks remain, and why diversification continues to matter in an environment where traditional portfolio relationships are changing. From AI-driven market leade
Are Markets Giving A False Sense of Diversification? (opens the original)
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Many investors believe they're diversified, but beneath the surface, today's market is increasingly driven by a small number of companies. In this episode of The Wealth Exchange, Ben Jang, Portfolio Manager & Head of Fixed Income, joins Sean Oye, Head of Public Assets, to examine how the rapid rise of AI is reshaping today's markets, concentrating performance among a small group of companies and prompting investors to rethink what true diversification looks like. You'll hear: Why owning an index
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