back-to-top vela-logo-NOV15-2018 logo_header menu testimonial-arrow watch-video-arrow instagram twitter twitter linkedin

blog

Curated thoughts and relevant ideas.

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…

view post
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…

view post
12.06.19

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…

view post
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…

view post
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?…

view post
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.

view post