The Wealth Exchange

• Canadian Markets vs. Tariff Headwinds: Q2 2025

  Markets may be rising, but risks are too. In this quarterly edition of The Wealth Exchange, Nicola Wealth Portfolio Manager and Investment Strategist Ben Jang joins host Jasmine Maricic to unpack the sharp contrasts of the second quarter of 2025 — from tariff shocks and interest rate uncertainty to surprising equity rebounds. Together, they explore where Nicola Wealth sees opportunity in today’s complex environment, including fixed income, public equities, and secondary private markets. They also touch on reporting transparency, the importance of rebalancing, and strategies to help investors avoid emotional decision-making.

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• People First, Profit Follows: Building a Legacy of Generosity

  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. They share how they built a thriving business grounded in people-first values, operational excellence, and community impact, and why generosity is now embedded in their culture, from philanthropy to employee engagement. Sign Up for our Newsletter

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• Going on a Bear Hunt: Four Market Factors to Consider

  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. Ben Jang, Portfolio Manager, Investment Strategist, opens with a compelling analysis of the four key indicators that have preceded every bear market over the past 200 years, and why all four are now in play. Shaun Blythen, Vice President, Real Estate Investments & Portfolio Strategy, provides an update on Nicola Real Estate’s development activity in Victoria and discusses the long-term role of real estate in diversified portfolios. Ashley Ng, Senior Director, Head of Infrastructure Investments, closes the conversation with a look at the role of infrastructure within private capital and how the asset class has historically demonstrated resilience through various market conditions. Together, these insights highlight how a thoughtful, multi-asset approach can help investors remain resilient and well-positioned, even as conditions shift. Sign Up for our Newsletter 13:42 - 13:47 - 8.1% annualized return for Nicola Core Portfolio Fund. Ranking by 10-year Return as of Dec 31, 2024. Compared against AIMCO, BCi, CDPQ, CPP, HOOPP, OMERS, OTPP, PSP. PSP and BCi as of March 2024. 14:47 - 14:58 - Total Portfolio Returns (Dec 1986 - June 2024, Equal Weighted %). Outperformance in reference to TSX Composite. 14:58 - 15:08 - Annualized Volatility (Dec 1986 - June 2024). Outperformance in reference to TSX Composite. 17:27 - 17:34 - Nicola Canadian Real Estate Limited Partnership; inception date: Dec 2005. Since inception return of 8.9% 17:35 - 17:49 - Nicola U.S. Real Estate Limited Partnership; inception date: June 2010. Since inception return of 9.9% 17:50 - 18:01 - Nicola Value Add Real Estate Limited Partnership; inception date: Nov 2014. Since inception return of 11.9%

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• How Altos Ventures Built Success by Thinking Long Term

  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. Han walks through Altos’ early challenges, from launching a fund just before the Asian financial crisis to navigating the dot-com bubble, and explains how those experiences shaped a long-term, founder-first approach to venture investing. The conversation explores what it means to invest with conviction, why the best opportunities often require patience, and how staying close to founders can lead to rare, compounding outcomes. Sign Up for our Newsletter

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• The Uncertainty Premium: Finding Value When Markets Fear Change

  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. Together, they explore how the team is approaching today’s market environment and identifying opportunities across real estate, private capital, and public assets. Featuring: Alex Messina, Managing Director, Nicola Real Estate Robert Olsen, Head of Private Capital Ben Jang, Portfolio Manager, Investment Strategist William John, Co-Head, Public Assets – Fixed Income This episode shares our perspectives on portfolio construction and the role of different asset classes in a diversified strategy.

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