The Wealth Exchange

Most investing mistakes do not happen in moments of panic. They often happen when confidence is high, markets feel calm, and success starts to feel familiar.
In this episode of The Wealth Exchange, James Atherton, Vice President, Private Wealth | Client Relationship Manager and Chris Warner, Wealth Advisor | Client Relationship Manager examine five common errors seasoned investors can make, and share practical frameworks for staying disciplined, aligned, and prepared through every phase of the cycle.
Through real client experiences and practical insight, the conversation explores how discipline can drift, risk can quietly increase, and well-intentioned decisions around taxes, liquidity, and portfolio structure can have unintended consequences. The discussion challenges common assumptions about experience and safety, and highlights why strong markets can be just as dangerous as volatile ones.
For investors who want to protect what they have built and sharpen their decision-making before mistakes become potentially expensive, this episode offers perspective, clarity, and a timely reminder that lasting success is rarely accidental.

Infrastructure continues to play a distinct role in portfolios, particularly during periods of economic and market change.
In this episode of The Wealth Exchange, host Jasmine Marichic, Wealth Advisor | Client Relationship Manager at Nicola Wealth, speaks with Ashley Ng, Senior Director and Head of Infrastructure Investments, and Sebastian Nicholson, Principal, Infrastructure Investments, about infrastructure.
Drawing on real-world examples, from power grids and data centres to energy transition assets, the conversation explores how infrastructure generates cash flows, responds to inflation, and behaves in shifting interest rate environments. Ashley and Sebastian also discuss current areas of focus, including digital infrastructure supporting AI, energy security, and the role of private capital in upgrading essential infrastructure.
This episode offers a clear, practical discussion for investors looking to better understand how infrastructure may fit within a diversified portfolio.

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.

Infrastructure underpins everything from energy to transport... but how do the world's largest investors decide where to place billions in long-term capital? 
In this episode of The Wealth Exchange, host Robert Olsen is joined by Thomas Vieillescazes, Partner and Head of CVC DIF France, the infrastructure arm of global investment firm CVC. Alongside co-host Sebastian Nicholson, they explore how global infrastructure investing requires local teams with boots on the ground. From public-private partnerships to renewable energy, Thomas shares what it takes to manage major infrastructure assets, navigate complex regulations, and uncover opportunity in changing markets.
With over €19 billion in assets under management, CVC DIF offers a rare, behind-the-scenes look at how large-scale infrastructure deals really come together.

In this quarterly edition of The Wealth Exchange, Nicola Wealth Portfolio Manager and Investment Strategist Ben Jang joins host Jasmine Marichic to unpack what powered market resilience this year, and what it means for investors heading into 2026.

Ben breaks down how rate cuts without recession, durable earnings, and an AI-driven capital spending cycle supported equities, while late-year rotation signaled a shift beyond crowded growth trades. He explores how AI is evolving from hype to payoff, why energy has split into two distinct paths, and how tariffs and political change shaped inflation and bond markets.
Looking ahead to 2026, the conversation focuses on portfolio positioning in an expensive market - why diversification matters more than ever, how bonds and currencies are behaving differently, and where opportunities may emerge after a strong run.