VELA Voice

09.7.17

Recognizing Strategies that Work for Business Owners

With the Liberal Government’s present focus on making life harder for business owners, it may seem like the benefits of owning and running a small business are diminished.  With this in mind, we felt it important to re-visit some of the positive strategies that being self-employed and/or incorporated can bring which are not currently in […]

View Post

08.1.17

Proposed Tax Changes

FUNDAMENTAL changes to private corporations have been announced that could significantly affect entrepreneurs and incorporated professionals On July 18, 2017, the Canadian Department of Finance released a consultation paper that proposes ground-breaking modifications to the Income Tax Act. Should they become law, these proposals could drastically affect private companies and their shareholders.  The proposals are a […]

View Post

07.10.17

Living Your Life By Design

We all have a vision for our ideal life. The version of our best life that we hope to attain. The difference between achieving that life and dreaming about it comes from whether we are living our life by design, or by default.

View Post

05.8.17

Entrepreneurial Families: Your Personal Board of Directors

As seen in the Spring 2017 issue of Iconic Concierge Magazine. Embracing the entrepreneurial spirit, we subscribe to the idea that the path of life is not a straight line, it is unique series of detours. As such, it is important that your financial plan services your unique set of circumstances and delivers the solutions […]

View Post

03.28.17

What No One Tells You About Business Succession

VELA Wealth is pleased to work with a network of established experts who help deliver outstanding outcomes for clients. This month, we’ve partnered with Lorraine McGregor of Spirit West Management to talk about the realities of business succession planning.

View Post

08.25.16

The Journey to Success is Full of Four Letter Words

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 […]

View Post

07.25.16

The Value of Financial Advice

The value or ‘alpha’ a financial planner provides to their clients is a challenging metric to measure and goes far beyond investment returns .  Financial advice should be unique to every client’s personal situation and goals and the timing, nature and outcomes of advice may be monetary or non-monetary.  Given these quantitative and qualitative aspects […]

View Post

07.5.16

Welcome our newest Senior Advisor, Rob Wallis

  We’re proud to announce VELA Wealth has recently brought Rob Wallis across the pond to join the team as our newest 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 […]

View Post

04.13.16

Gravity 2016

It was just two weeks ago when we hosted Gravity 2016, and we are still buzzing. The Back Story As we came to the conclusion of our brand revitalization and website refresh, it was suggested that VELA host a launch event of some sort. Personally, this didn’t resonate with me. Our brand speaks to the entrepreneurial […]

View Post

03.15.16

Charitable Giving and the Business Owner: Phase Two

We previously introduced you to the Anderson’s, a successful business family with aspirations to create a meaningful legacy. As part of their tax and estate planning, we incorporated charitable giving and life insurance to both achieve these aspirations and help offset the taxes they would owe in their estate.

View Post