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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.
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Money Maze Podcast

Money Maze Podcast

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The world of finance has a huge impact on all of us. This show aims to explore and unravel some of the mysteries surrounding the investing business, via interviews with masters of the real life money maze. Expect tips for mastering capital allocation, making better business decisions, strategies for taking your career to the next level, and revelatory profiles of leading industry figures. Whether you're a current or aspiring investment professional, a regular investor, or a student exploring ...
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ALF Insight’s monthly podcast is back! In Series 3 host Rory Sutherland chats with leaders and marketers at big name and challenger brands about their successes, challenges and opportunities for growth. If you want to do business with the UK’s leading brands, request an ALF Insight demo. Hosted on Acast. See acast.com/privacy for more information.
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The Heart of What we are about We are a financial planning company committed to helping our clients appreciate, understand, and achieve their dreams and aspirations. Life is not a rehearsal. We help you to ensure that you have the correct life balance and that your money is there to help you lead the life that you deserve. Unlike many financial advisers who focus only on your money, we put your life first and your money second. We work together with our clients to build their personalised fi ...
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The Solomon Success podcast is dedicated to the timeless wisdom of King Solomon and the Book of Proverbs in order to maximize one’s business and life. To our advantage, we can find King Solomon’s financial strategies in addition to many life philosophies documented in biblical scriptures. Focusing on these enduring fundamentals of success allows us to bypass the “get-rich-quick” schemes that cause many to stumble on their journey toward success. Our concern is not only spiritual in nature, b ...
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It's only the Former Metallica of Mortgages and Slayer of Meerkats! Yes, Rhys Schofield joins The Lead Ladies on Room 101 to reveal is pet peeves and he isn't holding back! This one is hardcore... Plus, Rhys shares his passion for Warhammer and Wrestling...very rock 'n' roll! Please note: Companies named in this podcast by Rhys Schofield represent …
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In this episode, host Victoria Emslie is joined by Alison Twiner, a dedicated past Chair of the National Board, and Robyn Jones-Murrell, Senior Vice President for Western Canada, both from the Heart & Stroke Foundation. Together, they share their unique journeys and profound impact on the foundation's mission. Robyn recounts her unexpected path to …
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Rob Arnott has published over 100 academic papers, co-authored several books, and his firm Research Affiliates developed the strategies behind approximately $147bn in AUM (as of March 2024). He has earned a reputation as a highly respected, value-orientated investor with clarity about unrealistic valuations, mean-reversion and where the investment …
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Ahead of the general election on 4 July, Nursing Standard met with cancer nurse and parliamentary undersecretary at the Department of Health and Social Care (DHSC), Maria Caulfield to talk to her about what nurses can expect if the Conservatives hold on to power next month. Still working part time as a nurse, the MP for Lewes spoke to us to discuss…
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The team are back this month with another eclectic mix of adverts to help get the creative juices flowing. From Smoothies and Satan to babies and dogs, it's another tail-wagging episode! We recommend you view all four adverts before or during listening to this episode to engage in the discussion. Immerse yourselves here. Brought to you from the tea…
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In this episode, John Nicola, Chairman, CEO, and CIO of Nicola Wealth, shares valuable insights at the Canadian Alternative Investment Forum 2024 alongside Catherine Code, National M&A Leader and Vice Chair, Deloitte Canada. As Canada's fastest-growing private investment counsel, John explores Nicola Wealth's innovative strategy of managing open-en…
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In a world where competitive survival has become rarer, one UK retail institution has survived for 175 years, remains a trusted brand, with over 50,000 employees, 2,000 stores and 4,000 pharmacists. Today Boots is part of the US Walgreens Boots Alliance, an entity with sales of $140 billion (2023/24) and one of the world’s largest purchasers of pre…
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Martin Lightbowne, Managing Director and Business Protection Specialist of OnPoint Financial joins Alex on the podcast once again, this time to chat about his monthly protection masterclasses and more! Visit OnPoint Financial here. Follow Martin on LinkedIn. Sign up / find out more about the protection sales skills masterclasses here.…
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On June 6, a panel of remarkable women took the stage at the Women's LEAD Vancouver event to share their inspiring journeys. LaQuita Cleare, the evening's keynote speaker and Founder of Clear Communication Academy; Kiara LeBlanc, CEO & Founder of Lifted Fitness; Teena Gupta (Sim), CEO of Rosemary Rocksalt and Co-Founder of Nurse Next Door; Marie Kh…
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Nursing and other staff cannot continue to be ‘emotionally blackmailed’ into keeping the NHS going, the Nursing Standard podcast hears. In an interview on the latest episode, shadow health and social care secretary Wes Streeting speaks about how NHS staff goodwill is now exhausted. Mr Streeting tells senior news reporter Alison Stacey that action o…
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Whether you’re a believer in the timelines, or sceptical about its urgency, the energy transition is underway, and its ramifications are immense. Both for the climate and for investors, the new order is challenging the old. In this conversation, Per Lekander, a veteran of the energy and utility space, discusses the failings of the wind and solar in…
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John Roberts started Appliances Online for a £1 bet in the pub on Christmas Eve 1999 with his mate. Today it's known as AO.com and it's a huge success in the provision of white goods and now tv and entertainment, smart tech, computing and more. John tells Rory how the company has focused on superb customer service to differentiate itself from its c…
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Over the past several years, the Canadian Federal Government's budgets have introduced tax changes affecting high-income earners and business owners. This year's budget announcement includes a proposed change to the capital gains inclusion rate. In this episode, John Nicola, Chairman, CEO, and CIO, and Ethan Astaneh, Wealth Advisor | Client Relatio…
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In this episode, Steph makes her sparkling debut on the show and takes the trophy for the winning advert! From skincare to cars, tarantulas and more, the team hopes to inspire you with more ideas for your websites and social media platforms. We recommend you view all four adverts before or during listening to this episode to engage in the discussio…
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In this episode, Mark Hannah, Managing Director of Nicola Wealth Real Estate, speaks with Wayman Crosby, an Independent Advisor on the Nicola Wealth Real Estate Investment Committee, and Director of the Nicola Wealth Private Giving Foundation and the Nicola Gives Back Charitable Committee. Wayman, an accomplished entrepreneur and passionate philant…
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Do you have a job interview coming up and it’s making you feel increasingly anxious? If the thought of showcasing your talents to an interview panel is making your stress levels go through the roof, don’t worry, you are not alone. The key to success is preparation – prepare well and you are giving yourself the best chance to show the interviewers t…
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In this interview, we welcome the CEO of Novo Holdings, which manages the assets and wealth of the Novo Nordisk Foundation, one of the world’s largest enterprise foundations. Novo Holdings is part of the Novo Group, which also incorporates Novo Nordisk and Novonesis (who combined are responsible for much of Novo Holdings’ inflows). Novo Nordisk is …
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What are your buying habits like? How much research do you do before buying that shiny new car, fancy BBQ or booking a well-deserved holiday? And, what does all this have in common with generating leads to your website? In this episode, Alex shares the three key things you need to do to drive people looking for financial advice to your website. Bro…
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In this episode of the Wealth Exchange, Robert Olsen, Vice Chair, Private Capital at Nicola Wealth unpacks the private equity secondaries market with industry expert Joy Savchenko, Senior Managing Director at Evercore. Joined by Tori Buffery, Senior Director, Private Equity Secondaries at Nicola Wealth, the three use their expertise to demystify te…
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Research demonstrates that diverse companies outperform their less diverse peers. The 30% Club’s mission, led by Chairs and CEOs, is to increase gender diversity at board and executive committee levels. In this episode, current 30% Club Global Chair Hanneke Smits, assesses the shifts underway to increase female representation across the corporate l…
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Understanding the value of a click Is it worth trying to get free clicks from Google? Alex would heavily argue yes, as some brokers pay a lot per click to get people from Google to their website. No matter how deep their pockets, how big their budget nobody spends money on ads without a return, especially brokers. In this episode, Alex looks at the…
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On this episode of The Wealth Exchange, we have featured audio from our live panelist discussion that took place on May 8th at our Women’s LEAD Event in Toronto. The night was filled with community building and knowledge sharing with our inspiring panelists; Diana Matheson, Co-Founder, Project 8 and Canadian former professional soccer player, Safou…
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If you were asked ‘What is the London Stock Exchange Group, (LSEG)?’, most investors would answer, ‘the London Stock Exchange, of course.’ Yet, the correct answer would be, “well that’s only 5% of revenues today”, and then you might pause and wonder what the rest is… In this conversation with David Schwimmer, a veteran of Goldman Sachs, and CEO of …
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Welcome to the Solomon Success show, where we uncover timeless insights from King Solomon and the Bible for business and investing. Amidst a sea of false promises, let's refocus on enduring principles for a life of peace and prosperity. I'm Scott Florida, guest hosting for Jason Hartman. Drawing from my 30 years of pastoral and entrepreneurial expe…
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Rachel Eyre is Chief Customer and Marketing Officer at Morrisons, a heritage business in the UK, celebrating 125 years in 2024. Rachel explains how the Market Street proposition in Morrisons with its fresh, British sourced produce, appeals to traditional older Morrisons customers, but is now resonating with younger shoppers. Although big trolley sh…
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On this of the Bell Effect podcast we interview Association of BellTel Retirees Chief Financial Officer, Frank Bruzek, who will speak on the non-profit Association's 2024 shareholder proxy campaign at Verizon. The second item he will address is the Senior Executive Compensation Clawback Proxy, which is Item #6 on the ballot. Please note that the Ve…
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On this episode of the Bell Effect podcast we interview Association of BellTel Retirees Chief Financial Officer, Frank Bruzek; who will speak about the non-profit association's 2024 shareholder proxy campaign at Verizon. The first item he will address is the Lead-Sheathed Cable Proxy, which is Item #9 on the ballot. Please note that the Verizon ann…
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In this episode, Robert Olsen, Vice Chair, Private Capital at Nicola Wealth explores private equity investments with industry expert Brett Fisher, Managing Director at Fisher Lynch Capital. Joined by Kazuki Nohdomi, Portfolio Manager, Private Equity and Venture Capital at Nicola Wealth, they uncover the world of private equity. Brett shares insight…
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What is the difference between being a nurse in Scotland and the rest of the UK? This latest episode explores the differences on pay, terms and conditions for nurses working in NHS Scotland and beyond. Our guest, RCN Scotland’s director Colin Poolman, talks to podcast host and senior reporter Alison Stacey about how negotiations between the RCN and…
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Armed with a degree, MBA, MPA, and a PhD, the author of 5 bestselling books, a trained economist, a previous employee of Goldmans Sachs, a life peerage in the House of Lords, sought after board member, one of Time Magazine’s 100 Most Influential People in the World, and on Oprah Winfrey’s “O” Power List, our guest today seems to have it all! Dambis…
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Through direct, entertaining & insightful interviews with masters of the real life money maze, we hope to learn about different approaches to allocating capital, making business decisions and navigating the pitfalls that line the paths to prosperity. Each episode, with invite leading figures from the investment management and finance sector onto th…
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This month's episode of Talking Ads is barking mad! From an airline for dogs to canine cuisine, it's no secret that animals win over our hearts every time. We recommend you view all four adverts before or during listening to this episode to engage in the discussion. Immerse yourselves here. Brought to you from the team at The Lead Engine who specia…
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Ben Jang, Portfolio Manager at Nicola Wealth, joins host Jasmine Marichic to discuss market themes in the first quarter of 2024. They analyze historical trends that influence today's markets and deliver practical advice for constructing resilient investment portfolios. Additionally, Ben provides valuable insights on how investors can avoid common p…
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Back in September 2021, we met with Nic Cary of Blockchain.com, which was already well on its way to becoming one of the world’s leading digital asset platforms. Since then cryptocurrency volatility has been extraordinary, and witness to wild gyrations, the imprisonment Sam Bankman-Fried, SEC action, regulatory hand wringing and then this year, Bla…
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Alex is joined by this week's guests, Rory and Seb, the Founders of JLM: A "boutique" mortgage network designed for "successful and aspiring firms and sole traders." Visit JLM Mortgage Network here. Follow Rory on LinkedIn. Follow Seb on LinkedIn. Brought to you from the team at The Lead Engine who specialise in lead generation, web design and cont…
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In this episode, Mark Hannah, Managing Director of Nicola Wealth Real Estate, is joined by Mark Renzoni, an Independent Advisor on the Nicola Wealth Real Estate Investment Committee. Mark, who served as the former President and Chief Executive Officer of CBRE in Canada, draws from his extensive career spanning over three decades in commercial real …
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In this interview, we return to Canada. Having interviewed Jo Taylor of OTPP last year, this time we sought out one of the most well-known and successful women in private equity, someone who is also proving to be a huge role model for young women pursuing careers in the investment industry. Suyi Kim, educated at the University of Seoul and then Sta…
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This week, Alex shares some of the free marketing tools he uses to help with content ideas, content creation and website performance and explain how they work. The main four include: 1. Descript 2. Google 3. Google Search Console 4. Google Ads Other tools mentioned: Semrush Canva Shutterstock Brought to you from the team at The Lead Engine who spec…
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In this episode, host Selena Woo engages in an inspiring and laughter-filled discussion with Natalie Miller. They navigate the complexities of life, from Natalie's thriving interior design business to supporting her husband's career in the NHL while raising three young children. Natalie shares her refreshing perspectives on life, humility, and dedi…
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It’s not every day that one of our guests from the world of finance has successfully scaled Everest 5 times, been awarded an MBE by the Queen, raised millions for charity, and is a vocal ambassador for the NSPCC. For his day job, he led trading desks at Goldmans, CS, UBS and Bluecrest. If that wasn’t enough for most people, he then became sufficien…
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Christian Thrane is the Managing Director of Marketing at EE and BT's Consumer Division. The merger of the two companies in 2016 has opened many opportunities. Christian, who joined just before lock-down, has been charged with setting out the new offerings for both existing and new customers. Service to the consumer is at the top of his agenda and …
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