VELA Podcasts

In this episode, Rob Wallis sits down with Keith Allan, Portfolio Manager at Harness, to discuss the latest economic shifts, market volatility, and how investors can stay ahead. From the impact of U.S. tariffs and interest rates to the future of Canadian markets, Keith shares insights on asset allocation, inflation risks, and why staying the course matters. Tune in for expert strategies on portfolio resilience and making informed investment decisions in unpredictable times.

If you have any questions, please reach out to Rob at rob@bellawealth.com or Keith at keith@bellawealth.com.

This episode highlights: 

• Navigating market uncertainty
• Tariffs, trade & Canada’s economy
• Bullish opportunities in the U.S. market
• Strategies to protect your portfolio
• The importance of common sense over panic

About the Guest – Keith Allan

Keith Allan is a Portfolio Manager at Harness Investment Management. Harness has engaged in a strategic partnership with VELA Wealth and provides discretionary portfolio management for many of VELA’s clients. With more than 15 years of buy-side investment management experience, Keith brings a wealth of knowledge and experience to provide insight and guidance to clients regarding their investment portfolios. At Harness, Keith is responsible for developing and maintaining investment portfolios for VELA clients. To learn more, please visit the Harness Investment Management team page. 

About the Host – Rob Wallis

Rob has been providing expert planning and strategic advice for nearly 20 years, and has been with VELA Wealth since 2016. Rob excels at working with entrepreneurial professionals and business owners to define their individual ecosystems and establish meaningful life and financial goals. A methodical and analytical thinker, Rob compassionately navigates clients through the complexities of a thorough financial planning process ensuring that they feel understood and supported throughout. To read more, please visit the VELA team page. 

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Disclaimer

The information provided in the podcast transcript is designed for general informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or investment product.