03.22.23
In this podcast, Lorraine McGregor from Spirit West Management and Rob Wallis discuss the low number of businesses that are actually selling in North America, despite 70% of baby boomers business owners saying they want to sell within the next five years. They explore the reasons why many businesses do not sell, including the lack […]
03.22.23
Listen to the Polestar Podcast here. Podcast Transcript Rob Wallis: Hello everyone. Welcome to The Polestar Podcast by VELA Wealth. I am delighted to have Lorrain McGregor from Spirit West Management joining us today. We’re going to be talking about what to do with business valuations, especially if you’re not happy with them. Lorraine […]
03.15.23
Farmers, like other business owners, face challenges in transitioning their wealth and business to the next generation. Besides estate planning, tax optimization, and ensuring the continuity and success of the business, the process of passing down a farm or other agricultural business can be complex and emotional. It is important for the business owner to […]
02.23.23
In this podcast, Som Seif, a prominent figure in the Canadian financial services industry, discusses his background and journey to success with Jason Boudreau. He shares his experience immigrating to Canada as a child, his initial aspirations to become an architect, and his path to discover his true passion. About the Guest – […]
02.23.23
Listen to the Polestar Podcast here. Podcast Transcript Jason Boudreau: Welcome, everybody to the Polestar Podcast by VELA Wealth. We are honored and excited to have Som Seif – entrepreneur, extraordinaire and well-known guy in the financial services industry in Canada. Looking forward to having a great dialogue with him. Welcome Som, thank you […]
02.10.23
The interview is hosted by Jason Boudreau and published in Iconic Concierge, Winter 2022/23 I had the pleasure of sitting down for a deep conversation with Som Seif, Founder & CEO of Purpose Unlimited. I’ve known Som for many years through the industry, with VELA being a partner company of Purpose. Over the years, […]
01.20.23
In this podcast, Keith Allan of Harness Investment Management and Rob Wallis discuss positioning for portfolios and investment markets over 2023. They go through the current themes in asset allocation in portfolios given the current economic backdrop and what may happen in the coming year. They also discuss the recent talk around interest rates and […]
01.20.23
Listen to the Polestar Podcast here. Podcast Transcript Rob Wallis: Welcome to VELA Wealth Polestar podcast. It is a pleasure to be interviewing Keith Allan from Harness Investment Management. Today we’re going to be talking about positioning, not predictions, for portfolios and investment markets over 2023, and we are deliberately not seeking a prediction […]
01.3.23
VELA Wealth is proud to become an Industry Sponsor at the Canadian Environmental and Engineering Conference (CE3C), taking place in Vancouver from January 25-27, 2023. As a leading wealth management provider, VELA Wealth is thrilled to support this important event, which brings together industry leaders, experts, and decision-makers to engage in constructive peer-to-peer industry dialogue […]
11.23.22
Join Jason interviewing Mehdi and Barry from Three Shore Development in our last episode of the Polestar Podcast by VELA Wealth. They’re talking about forming a win-win partnership, discipline and planning, entrepreneurship journey, and approaches to dealing with uncertainty. About the Guest – Mehdi Shokri Mehdi is inspired by the desire to create […]