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 traditional bond replacement
• How shorting, or selling borrowed, government bonds can provide a different approach to leverage
• How credit spreads, rather than interest-rate movements, drive much of the return opportunity
• Why periods of market stress and widening credit spreads can create both risks and opportunities
• How the fund manages leverage, volatility, drawdowns, and recovery periods
• How the strategy can complement traditional bonds, mortgages, private debt, and cash

If you're thinking about the role fixed income plays in your portfolio, and whether there are ways to seek additional returns while managing interest-rate exposure, this episode is for you. It offers a closer look at an alternative approach to credit investing, including the risks investors need to understand.

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 recent article, Women Are About to Control More Wealth Than Ever Before, But Many Still Don't Feel Financially Confident, they discuss the forces driving this historic shift, how many women are building wealth in different ways, and why financial confidence has less to do with knowledge than may people think.

You'll hear:

• Why women are expected to inherit nearly 70% of the largest wealth transfer in history
• The key trends driving women's growing influence over wealth & financial decision making
• Why confidence - not capability - is often the biggest barrier to financial engagement
• The hidden cost of delaying important financial decisions
• How thoughtful financial planning can help navigate major life transitions with greater clarity and purpose
• Why wealth planning is about more than growing assets - it's about creating flexibility, choice, and a lasting legacy

As women continue to shape the future of wealth, this conversation explores what this historic shift means for individuals, families, and the next generation of financial decision-makers.

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 Evergreen Revolution: Rethinking How Private Equity Fits Within a Portfolio", they examine how private equity has traditionally been accessed, why the investor experience can differ significantly from headline return figures, and how newer evergreen structures are reshaping access to the asset class.

You'll hear:

• Why private equity structure can matter as much as manager selection
• The differences between traditional closed-end funds and evergreen private equity vehicles
• How evergreen private equity structures differ from traditional fund models
• Why headline IRRs don't always reflect the full investor experience
• What investors should evaluate when considering private capital opportunities

As private equity becomes more accessible to individual investors, this conversation explores why understanding structure, liquidity, and portfolio fit is essential when evaluating private capital opportunities.