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Our Team

The foundation of our company has been created to help guide the entrepreneurial spirit.


CFP, CLU | Principal and Founder

Over the past decade, Jason has built VELA Wealth into an established life and estate planning firm, advising successful entrepreneurial families on how to make meaningful choices at the intersection of their life and their wealth.

More specifically, Jason’s areas of expertise include intergenerational wealth transfer, life-centric financial planning and estate planning with a focus on insurance-based solutions that incorporate charitable giving and legacy planning. Leveraging these specialties, Jason brings a fresh perspective and outside-the-box thinking to the strategic planning process. His satisfaction comes from watching clients fulfill their vision of life, knowing that VELA’s holistic approach played a role in helping to guide that vision to fruition.

A proud family man, outside of the office Jason enjoys spending time with his beautiful wife Carissa and their three wonderful children, Benjamin, Noah and Eleana. He also supports the community as an active member of the Rotary Club of Vancouver, board member of the Thunderbird Football Association and a member of the Canuck Place Children’s Hospice advisory council. Personally, Jason has a passion for health and fitness and loves road cycling, music and travelling. An avid golfer, Jason can also be found regularly (and perhaps naively) working toward his dream of one day playing on the PGA tour.

Jason is also a member of CALU & Advocis and the Million Dollar Round Table. Learn more about Jason here

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Rob Wallis

Senior Advisor

With a personal goal to achieve meaningful, long-standing relationships, Rob takes the time to create an environment of trust, comfort and confidence. A methodical and analytical thinker, Rob compassionately navigates clients through the financial planning process, ensuring they feel guided and supported.

Rob brings over 10 years of financial planning expertise to the VELA team with a proven track record of delivering high calibre solutions with style and elegance. His key areas of expertise include pension and retirement planning, with a concentration on providing tailored investment planning solutions.

British born and raised, Rob is a globe-trotting travel enthusiast who has visited more than 25 countries thus far. These same travels brought him to a rooftop bar in Laos, where he met his supportive and patient wife Jennifer. Rob also has a profound love of the outdoors and is a self proclaimed foodie with wonderful sense of humour and positive life affirming outlook.

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Patricia Taylor


Having helped run a family company in the telecommunications industry for over 20 years, Patricia knows what it takes to get things done. Her entrepreneurial experience and most recent role at Fraser Health Authority, have equipped her with a keen attention to detail. She excels at managing and prioritizing multiple deliverables, while working with speed and efficiency. 

Even with all this experience, if you ask about her greatest accomplishment, she will tell you it’s been raising her children. All grown up now, she enjoys time with her friends & family, especially her grandchildren as often as she can.

With 9 grandchildren under the age of 10, when Patricia does have some spare time you’ll find her heading out on a road trip, or swimming at the local pool,  reading a good book, baking a fresh batch of cookies or expressing herself through music.

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“Seek first to understand, then to be understood”

– Stephen Covey

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