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The Journey to Success is Full of Four Letter Words The question is which ones will you choose? Our principal and founder, Jason Boudreau recently gave this talk to colleagues are the Advocis Vancouver Strategies for Success Conference. Are you developing a career in wealth management? Here is a highlight of some 4-letter words he...
01.15.16
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Vela presents
Unlock your business ecosystem and be an entrepreneur who makes a difference.
featured speaker
Morgan Stanley,
Head of Private Wealth Management
What our clients say
“VELA provides new options to plan for future generations. They gave us a good conceptual breakdown of the financial facts.”
“I received clear and patient explanations and personalized advice without judgment.”
“I appreciate the time given to explain, in detail, all of the questions I have.”
“The relationship goes beyond the transactions which helps in building trust. I value the ongoing education, Jay’s a good teacher.”
“The process was made easy, far from daunting. I appreciate the step-by-step, incremental approach.”