Archive for the ‘News’ Category

Kevin Parton and his team are joining VELA Wealth!

Tuesday, October 24th, 2023

Vancouver, B.C. – Jason Boudreau, Founder and Principal of VELA Wealth is pleased to announce that Kevin Parton and his team have joined VELA Wealth effective October 1, 2023.

Kevin holds Chartered Life Underwriter (CLU), Registered Retirement Consultant (RRC), and Elder Planning Counselor (EPC) designations and has been building his successful Lower Mainland-based practice for over 12-years.

“Kevin specializes in personal and business planning, tax reduction, and estate planning—expertise and experience that will integrate very comfortably with the VELA Wealth team.  Our shared values and fervent belief that wealth can be a powerful catalyst for transforming the world will facilitate a seamless transition for Kevin, his team, and their clients” stated Jason Boudreau.

VELA Wealth provides individually tailored comprehensive financial service to Canadian entrepreneurs, professionals, and their families.

VELA Wealth is the Support-a-Cause Sponsor of The RBC JCC Sports Dinner 2023

Thursday, May 11th, 2023

VELA Wealth has partnered with Harness Investment Management to be the Support-a-Cause sponsor of the RBC JCC Sports Dinner (March 28th) featuring Rob Gronkowski, also known as GRONK!

The RBC JCC Sports Dinner is an annual charity event which raises money for the JCC of Greater Vancouver. This event provides a chance for the guests to be inspired by individuals who have achieved massive success in fiercely competitive fields, whether they are on a gridiron, a pitch, a hockey rink, a boxing ring, a track, or on a court.

We are thrilled to maintain our relationship with the dinner and anticipate the chance to gather together again in the future.


VELA Wealth is an Industry Sponsor at the CE3C, 2023

Tuesday, January 3rd, 2023

VELA Wealth is proud to become an Industry Sponsor at the Canadian Environmental and Engineering Conference (CE3C), taking place in Vancouver from January 25-27, 2023.
As a leading wealth management provider, VELA Wealth is thrilled to support this important event, which brings together industry leaders, experts, and decision-makers to engage in constructive peer-to-peer industry dialogue and discussion of the latest trends and developments in the environmental and engineering sectors.

Through high-level industry benchmarking senior executives will be able to track Key Performance Indicators and other relevant operational and corporate topics important to their Canadian operations.

The conference will create a platform through which executives can discuss critical issues facing the industry and specifically their organization. There will be an excellent opportunity for executives, to gather, network and discuss common industry interests, opportunities and challenges.

We invite all who are interested to learn more about the event to visit the CE3C website and we look forward to seeing you at the conference!

An Evening with Som Seif

Tuesday, October 18th, 2022

On Tuesday, October 25th, 2022, VELA Wealth will host its first in-person post-pandemic event – an Evening with Som Seif. This special event is designed to bring together a group of seasoned financial and wealth advisors to share their perspectives and insights on the current market landscape.

We are delighted to introduce keynote speaker Som Seif, Founder & CEO of Purpose Unlimited, who will be sharing his journey as a leading Canadian financial services leader, and what the Purpose team are focused on as we move forward in a post-pandemic world.

VELA Wealth Founder and CEO Jason Boudreau will facilitate a panel discussion on the current market climate, the importance of comprehensive financial planning, compounding growth, and an overview on how this year’s events may reflect on future market trends.

Guests will be welcome to participate with their questions and stay for a social gathering afterward. If you’d wish to attend this unique event, please speak with your VELA Advisor.

VELA Wealth is proud to become a North American (Canadian) Sponsor of ARK2030 Foundation!

Friday, August 27th, 2021

VELA Wealth is proud to become a North American (Canadian) Sponsor of ARK2030 Foundation!

“We believe that wealth can be a catalyst for transforming the world”, and we believe that ARK2030 is a glowing example of inspired positive change in our world. The Foundation works as an engine of change by:

  • restoring the world’s greatest ecosystems,
  • investing in the businesses that are addressing our climate crisis and
  • educating the next generation of global citizens to take greater care of Planet Earth.

ARK2030 supports projects around the world that have large-scale impact on ecosystem regeneration and carbon footprint reduction. The organization is active in Europe, Australia, Africa, South America and now launching in North America as well.

ARK2030 has been very successful in mobilizing incredible people from around the work who have been inspired to contribute their resources in a variety of significant ways. WE celebrate this success and are delighted to play a part.

VELA Wealth has made a significant financial commitment to the launch of ARK2030 in North America (specifically in Canada). We are so excited about the impact this initiative is already having in different parts of the world and look forward to being a positive environmental catalyst in Canada.

The 2021 RBC JCC SPORTS DINNER Virtual Edition

Tuesday, March 2nd, 2021

VELA Wealth in partnership with Harness Investment Management is proud to be The Support-a-Cause Sponsor of The 2021 RBC JCC SPORTS DINNER Virtual Edition (March 3) featuring Earvin “Magic” Johnson.

For 28-years the Dinner has supported the JCC while connecting people to greatness both on the playing field and in business. We are very excited about our continuing association with the dinner and look forward to a time when we can all get together again under one roof!

The 2021 Pacific Dental Conference (Virtual Experience)

Tuesday, March 2nd, 2021

March 4-6, 2021

VELA Wealth is very pleased to be participating in the 2021 Pacific Dental Conference.

See you online!

VELA Wealth is proud to partner with @OneGirlCanSociety this year for International #DayoftheGirl!

Tuesday, October 6th, 2020

“At VELA Wealth we believe we can all be catalysts for transforming the world and that thought leadership becomes stronger through collaboration. The entrepreneurial spirit exhibited by Lotte Davis in creating the One Girl Can organization, and the educational foundation it is fostering for young women, aligns with our core belief in Family, Community, and Legacy,” says Jason Boudreau, VELA Wealth.

October 11 was established to focus on the challenges girls still face today and the potential they have to make an impact in the world. You can join us in this important conversation by sharing your girl hero using #HereForHerFuture or participating in the silent auction.

VELA Wealth Forms Strategic Partnership with Harness Investment Management Inc.

Tuesday, December 17th, 2019

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 announce that VELA Wealth will be Harness’s first strategic partner in BC. VELA is based in the Lower Lonsdale area of North Vancouver and offers a full spectrum of wealth advisory services to its clients. VELA was founded by Jason Boudreau in 2007 and has developed into a premium wealth planning firm serving high-net-worth families across Canada.

Harness will give VELA clients full access to robust and sophisticated investment products that are well diversified and low cost. In addition to providing clients with access to a broad product shelf, Harness has worked with Purpose Investments1 ito develop model portfolios that will leverage Purpose Investments’ award-winning investment funds to provide a unique, best-in-class solution to enable VELA’s clients to achieve their financial goals.

“We hear regularly from people that they have an overall feeling of unease with capital markets as a result of past experiences. Furthermore, they feel like their investment questions have never been answered, their current portfolio manager does not have their best interest at heart, and they are paying far too much in fees for little or no value added.”, said Harness Portfolio Manager Keith Allan. “Our goal is to provide the best possible investment experience for our clients. By partnering with a well-respected and established firm like VELA, we know that the solutions created will transcend conventional wealth management.”

VELA Founder and Principal Jason Boudreau echoes Keith’s statements, “VELA has always been dedicated to consistently delivering thoughtful, best-in-class solutions for our clients. Our culture is shaped by transparency, quality and continuous-improvement and our partnership with Harness allows us to both “round-out” and elevate our offering to the families we are fortunate to serve. It’s an ideal relationship with a focus on what we believe is the future of the wealth advisory business, whereby these best-in-class solutions will be delivered with a requirement to put the client’s interests first. The client will ultimately be at the center of everything, by connecting an ecosystem of advisors, collateral professionals and institutions. We call this the Client Advocacy Model and strongly believe it’s the approach to embrace in order to stay closely-connected and relevant to our clients both now and in the future.”

Through the tight integration of Harness’ portfolio management capabilities and VELA’s advanced financial, estate and risk management services, clients will have access to a solution that can ultimately serve their complete needs through one key relationship. This integration enables continuity throughout the decision-making process and will serve clients well moving forward as they develop their overall wealth plan for both current and future generations.

About Harness Investment Management

Harness Investment Management is a fully discretionary investment counselling firm. Harness focuses on delivering tailored and integrated investment management solutions to high-net-worth individuals and their families. Harness works with a client’s trusted advisors to keep them on the path to achieving their financial goals through industry-leading software that offers a full digital experience from account opening to portfolio reporting and beyond.

Welcome to Our Newsletter – Perspectives

Thursday, August 15th, 2019

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.