With new tax credits, compliance updates, and evolving regulations, Canada's tax landscape can be challenging to navigate. In this episode of The Wealth Exchange, Ethan Astaneh, Wealth Advisor | Client Relationship Manager at Nicola Wealth, sits down with Matt Baker of Baker Tilly, one of Canada's largest independent accounting and business advisory firms, to break down what these recent changes mean for planning, investment, and compliance.

Drawing on his extensive experience guiding clients through tax planning, compliance, and investment strategies, Matt explores both the enhancements designed to encourage investment, such as expanded SR&ED credits, flow-through share incentives, accelerated capital deductions, and the potential pitfalls that business owners need to watch for, from AMT considerations to emerging CRA review priorities.

For business owners and investors seeking clarity, this episode offers a practical, expert-led perspective on navigating Canada's evolving tax landscape, highlighting the areas of opportunity, the areas of risk, and what thoughtful planning can achieve.

For details on Baker Tilly's advisory services, or to connect with Matt Baker, visit https://www.bakertilly.com/

As 2025 comes to an end, many investors are weighing what the close of the year means for their financial picture and what steps are worth taking before the calendar turns. Understanding what matters most at year-end can help ensure your financial picture stays on track heading into 2026.

In this episode of The Wealth Exchange, host James Atherton, Vice President of Private Wealth | Client Relationship Manager, sits down with Chris Warner, Wealth Advisor | Client Relationship Manager in our Victoria office, to break down the seven key planning items worth reviewing before year-end. Together they walk through practical considerations around tax-loss selling, charitable giving strategies, RIF and RRSP deadlines, maximizing TFSA room, how to use the FHSA effectively, and what parents should know about RESP contributions and available grants.

James and Chris take a clear, conversational look at each topic, highlighting what's changed this year, what commonly gets missed, and how thoughtful preparation now can help you enter the new year with confidence, without any last-minute financial surprises.

Real estate headlines have been dominated by uncertainty, from higher interest rates to shifting valuations and tightened liquidity. But for investors, the real question is what all of this means for the next phase of the cycle. In this episode, host Rob Olsen, Head of Nicola Wealth Private Capital, speaks with Mark Hannah, Head of Real Estate at Nicola Wealth, about the current state of the real estate market.

With more than 40 years of experience navigating rising rates, recessions, and recoveries, Mark shares a long-term perspective on how real estate cycles typically unfold and what indicators he's watching closely today. The conversation covers the areas shaping investor outcomes right now, including the state of debt markets, the impact of valuations, how liquidity is evolving, and why redemption activity has increased across the industry.

For investors looking to understand where real estate may be heading next, this episode offers a clear, grounded view of a sector in transition and what patience and preparedness can mean over the long term.