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Curated thoughts and relevant ideas.

02.15.19

The 5 C’s of Family Wealth

As we approach Family Day, we often become nostalgic about our familial ties. Some relish time with loved ones, some think of those who have left them, others still about the tenuous bonds that they wish to mend. Family Day acts as a simple reminder that a sound family-focused wealth plan must extend beyond yourself….

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10.25.18

What Does The Next 1-5 Years Look Like? And How Does That Influence Decision Making Now?

If we had had that dialogue two to three years ago, there was arguably, little to be concerned about. We enjoyed ultra-low interest rates, a favorable taxation environment, most asset prices still looked set to rise, political interference at the federal, provincial and even international levels seemed minimal and pro-business and finally, confidence was high….

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07.17.18

New Passive Income Rules

The 2018 federal budget clarified rules around passive income for Canadian Controlled Private Corporations. The threshold for passive income starting $50,000 has now made holding life insurance within the corporation even more important. Advisor.ca has created this article outlining several options for life insurance policies such as holding until death or withdrawing upon retirement. If…

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07.03.18

GRAVITY 07.18

WELCOME   I’d like to welcome you to VELA’s new quarterly newsletter, GRAVITY. The intention of this communication is to provide timely, relevant ideas and content.   Very best wishes, Jason Boudreau Principal & Founder   WE ARE MOVING   We are pleased to announce that we are one step closer to leaving the confines of…

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03.07.18

The Importance of Sharing

More often than not, when you choose an organization to volunteer with or support, there is a personal story behind that motivation. This personal connection resonated no differently for me. A little over 4 years ago, I encountered a situation that I could never have imagined. One that continues to have a profound effect on my life, including how…

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01.03.18

The Intersection of Wealth & Health

Everything in your personal ecosystem is interconnected. This may seem obvious, however, have you ever taken a moment to truly reflect and let that sink in? Every single aspect of your life is related and your choices create outcomes for your life. What would your ecosystem look like if you drew it on a white board? Challenge yourself to…

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