VELA Voice

03.22.23

The Polestar Podcast: Not happy with my business valuation: So now what?

In this podcast, Lorraine McGregor from Spirit West Management and Rob Wallis discuss the low number of businesses that are actually selling in North America, despite 70% of baby boomers business owners saying they want to sell within the next five years. They explore the reasons why many businesses do not sell, including the lack […]

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03.22.23

Transcript of The Polestar Podcast: Not happy with my business valuation: So now what?

Listen to the Polestar Podcast here. Podcast Transcript   Rob Wallis: Hello everyone. Welcome to The Polestar Podcast by VELA Wealth.  I am delighted to have Lorrain McGregor from Spirit West Management joining us today. We’re going to be talking about what to do with business valuations, especially if you’re not happy with them. Lorraine […]

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02.23.23

The Polestar Podcast: From Engineering to Entrepreneurship – Som Seif’s Journey to Success and Gratitude

In this podcast, Som Seif, a prominent figure in the Canadian financial services industry, discusses his background and journey to success with Jason Boudreau. He shares his experience immigrating to Canada as a child, his initial aspirations to become an architect, and his path to discover his true passion.     About the Guest – […]

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02.23.23

Transcript of The Polestar Podcast: From Engineering to Entrepreneurship: Som Seif’s Journey to Success and Gratitude

Listen to the Polestar Podcast here. Podcast Transcript   Jason Boudreau: Welcome, everybody to the Polestar Podcast by VELA Wealth. We are honored and excited to have Som Seif – entrepreneur, extraordinaire and well-known guy in the financial services industry in Canada. Looking forward to having a great dialogue with him. Welcome Som, thank you […]

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01.20.23

The Polestar Podcast: Positioning, not Predictions with Keith Allan

In this podcast, Keith Allan of Harness Investment Management and Rob Wallis discuss positioning for portfolios and investment markets over 2023. They go through the current themes in asset allocation in portfolios given the current economic backdrop and what may happen in the coming year. They also discuss the recent talk around interest rates and […]

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01.20.23

Transcript of The Polestar Podcast: Positioning, not Predictions with Keith Allan

Listen to the Polestar Podcast here. Podcast Transcript   Rob Wallis: Welcome to VELA Wealth Polestar podcast. It is a pleasure to be interviewing Keith Allan from Harness Investment Management. Today we’re going to be talking about positioning, not predictions, for portfolios and investment markets over 2023, and we are deliberately not seeking a prediction […]

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11.23.22

The Polestar Podcast: Sticking to the plan with Three Shores Development

Join Jason interviewing Mehdi and Barry from Three Shore Development in our last episode of the Polestar Podcast by VELA Wealth. They’re talking about forming a win-win partnership, discipline and planning, entrepreneurship journey, and approaches to dealing with uncertainty.     About the Guest – Mehdi Shokri Mehdi is inspired by the desire to create […]

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11.23.22

Transcript of The Polestar Podcast: Sticking to the plan with Three Shores Development

Listen to the Polestar Podcast here. Podcast Transcript   Jason Boudreau: Welcome everyone to the Polestar Podcast by VELA Wealth. Today we have two very special guests Mehdi Shokri and Barry Savage, Co-Founders of Three Shores. We’re going to be talking about their entrepreneurial journey and having them share about what led them to where […]

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10.14.22

The Polestar Podcast: Changing the World Through Education with The Earth Group

Our most recent episode of The Polestar Podcast by VELA Wealth features Kori Chilibeck and Matt Moreau, founders of the social enterprise The Earth Group.  The Earth Group exists entirely to provide school meals to children globally through a worldwide agreement with The United Nations World Food Programme (WFP). Hosted by Rob Wallis, Kori and […]

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10.14.22

Transcript of The Polestar Podcast: Changing the World Through Education, with The Earth Group

Listen to the Polestar Podcast here. Podcast Transcript   Rob Wallis: Hi, welcome to The VELA Wealth Polestar Podcast. Today we have the pleasure of having Matt Moreau and Kori Chilibeck from the Earth Group. We will be talking about their business and what they’re up to in the world. We have the pleasure of […]

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