03.22.23
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 […]
03.22.23
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 […]
02.23.23
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 – […]
02.23.23
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 […]
01.20.23
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 […]
01.20.23
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 […]
11.23.22
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 […]
11.23.22
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 […]
10.14.22
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 […]
10.14.22
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 […]