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Curated thoughts and relevant ideas.

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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08.12.19

Win Big by Being the Best Teammate

Guest post by Dr. Jeff Spencer    In any business, it takes a culture of winning to make success the norm. You create that culture by cultivating a team-first atmosphere, where individuals subsume their egos to achieve common goals. A committed, supportive, selfless team coalesces into a single unit that plays at a level exponentially…

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08.01.19

The Entrepreneur 2019

VELA Wealth recently sponsored The Entrepreneur 2019 presented by Open2Discussion, providing an exclusive glimpse into the lives, tactics and strategies of some of Vancouver’s most extraordinary entrepreneurs and community leaders.   Watch the Video    

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07.13.19

GRAVITY 2019 – Channeling the Champion’s Mindset

A few weeks ago, we hosted our flagship annual event, GRAVITY. GRAVITY is a platform for community, connection and possibility. This year’s event was a resounding success thanks to our guests, contributors and speakers. GRAVITY is proof that the potential of collaboration is unlimited. The Champions Mindset We were delighted to invite Dr. Jeff Spencer…

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05.06.19

No ‘one-size-fits-all’ when switching a financial advisory practice to fees: Special to The Globe and Mail

More financial advisors are moving to a practice focused on fees not only because of the erosion of commissions on financial products that’s squeezing profit margins, but by an increasing demand from investors seeking advice on increasingly complex portfolios and do-it-yourselfers who want a second opinion. A recent study from Boston-based asset and distribution analytics…

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