VELA Voice

03.2.21

The 2021 RBC JCC SPORTS DINNER Virtual Edition

VELA Wealth in partnership with Harness Investment Management is proud to be The Support-a-Cause Sponsor of The 2021 RBC JCC SPORTS DINNER Virtual Edition (March 3) featuring Earvin “Magic” Johnson. For 28-years the Dinner has supported the JCC while connecting people to greatness both on the playing field and in business. We are very excited […]

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03.2.21

The 2021 Pacific Dental Conference (Virtual Experience)

March 4-6, 2021 VELA Wealth is very pleased to be participating in the 2021 Pacific Dental Conference. See you online!

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10.6.20

VELA Wealth is proud to partner with @OneGirlCanSociety this year for International #DayoftheGirl!

“At VELA Wealth we believe we can all be catalysts for transforming the world and that thought leadership becomes stronger through collaboration. The entrepreneurial spirit exhibited by Lotte Davis in creating the One Girl Can organization, and the educational foundation it is fostering for young women, aligns with our core belief in Family, Community, and Legacy,” says Jason Boudreau, VELA Wealth.

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08.12.20

A Candid Conversation with Ian Telfer, former Chairman and CEO, Goldcorp Inc.

Published in Iconic Concierge, Summer Issue 2020 Welcome back to another edition of Creating Impact, Candid Conversations with Leaders in Life, Business and Philanthropy. Before we dive in, I first want to take a moment to extend my very best wishes and hope this finds you and yours safe and healthy. We, as humanity, are […]

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02.13.20

Creating Impact: A Candid Conversation with Lotte Davis

Published in Iconic Concierge Welcome to this next edition of “Creating Impact, Candid Conversations with Leaders in Life, Business and Philanthropy”. For those of you reading this editorial for the first time, I will “reset” the context for you with the opening words from our first edition in the Fall 2019 issue. When you hear […]

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12.17.19

VELA Wealth Forms Strategic Partnership with Harness Investment Management Inc.

Harness Investment Management is a technology-driven investment counsel firm focused on partnering strategically with professional planning and accounting firms to offer full discretionary investment management to its clients. By working together, Harness and its partners will be able to better serve families, corporations and trusts in enhancing their overall financial well-being. We are thrilled to […]

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12.6.19

Economic & Market Outlook for 2020

Authored by Keith Allan, Harness Investment Management As 2019 comes to an end and we move forward to 2020, investors reflect on a few dominant themes that have captured the news in recent weeks.  Four words that can’t seem to elude consumers are ‘World Economic Slow Down’. Ostensibly, we hear that, and we are overwhelmed […]

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11.28.19

The Case for a Corporate Executor

Authored by Steve Ivacko, CV TrustCo One of the most important things you can do in your life is to have a will – it represents what is likely the largest transfer of assets one will ever carry out.  While thinking about and discussing one’s demise is not a pleasant exercise, it is an essential […]

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10.21.19

Creating Impact, Candid Conversations with Leaders in Life, Business and Philanthropy

A conversation with Dr. Peter Legge, O.B.C., O.St.J., K.C.S.J., F.C.G.A., O.St.S., M.A., B.B.A., C.S.P., C.P.A.E., HoF, LL.D (Hon), D.Tech When you hear the word philanthropy, what comes to mind? Writing a large cheque to a charity? Donating a piece of art for a fundraiser? Gifting appreciated shares of a company you’ve invested in to a foundation? […]

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08.15.19

Welcome to Our Newsletter – Perspectives

The latest issue of our newsletter – Perspectives – has just been published. Read more about relevant news in the personal finance world and what is happening in the VELA Wealth community.

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