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 […]
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 […]
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 […]
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 […]
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 […]
March 4-6, 2021 VELA Wealth is very pleased to be participating in the 2021 Pacific Dental Conference. See you online!
“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.
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 […]
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.
VELA Wealth recently sponsored The Entrepreneur 2019 presented by Open2Discussion, providing an exclusive glimpse into the lives, tactics and strategies of some of Vancouver’s most extraordinary entrepreneurs and community leaders. Watch the Video
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 […]
FUNDAMENTAL changes to private corporations have been announced that could significantly affect entrepreneurs and incorporated professionals On July 18, 2017, the Canadian Department of Finance released a consultation paper that proposes ground-breaking modifications to the Income Tax Act. Should they become law, these proposals could drastically affect private companies and their shareholders. The proposals are a […]
We’re proud to announce VELA Wealth has recently brought Rob Wallis across the pond to join the team as our newest Senior Advisor. With a personal goal to achieve meaningful, long-standing relationships, Rob takes the time to create an environment of trust, comfort and confidence. A methodical and analytical thinker, Rob compassionately navigates clients through […]
It was just two weeks ago when we hosted Gravity 2016, and we are still buzzing. The Back Story As we came to the conclusion of our brand revitalization and website refresh, it was suggested that VELA host a launch event of some sort. Personally, this didn’t resonate with me. Our brand speaks to the entrepreneurial […]
Welcome! After tweaking and re-tweaking, the newest iteration of the VELA Wealth website is finally here! If you’ve found your way to here, it’s likely you know a little about our team and what we do. On our blog you’ll find a collection of curated thoughts and ideas in relation to wealth management, the entrepreneurial […]