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, […]
07.25.22
CEO/Co-Founder of Picatic.com which was acquired by Eventbrite in 2018, now Jayesh Parmar is an active investor and has jumped back into being a Co-CEO /Co-founder of Gunkii, the world’s sexiest tongue scraper. Read the interview hosted by Jason Boudreau for the Iconic Concierge Summer 2022 issue. Read the full article in the Iconic Concierge Magazine.
08.12.20
Published in Iconic Concierge, Summer Issue 2020 Welcome back to another edition of Creating Impact, Candid Conversations with Leaders in Life, Business and Philanthropy. Before we dive in, I first want to take a moment to extend my very best wishes and hope this finds you and yours safe and healthy. We, as humanity, are […]
02.13.20
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 […]
12.6.19
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 […]
11.28.19
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 […]
10.21.19
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? […]
08.12.19
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 […]
07.13.19
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 […]
05.6.19
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 […]