VELA Podcasts

Compelling guests, valuable insights, and time well spent

11.9.23

The Polestar Podcast: Marketing Outlook with Keith Allan from Harness Investment Management

In this episode of the Polestar Podcast, Kevin Parton, who recently joined VELA Wealth as a Partner and Senior Advisor, interviews Keith Allan, Portfolio Manager at Harness Investment Management, discussing their partnership with VELA Wealth and their unique approach to financial management. They address the challenges posed by rising interest rates and geopolitical events, highlighting […]

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06.28.23

The Polestar Podcast: Amar Doman – A Journey of Entrepreneurship, Legacy, and Community Impact

We are thrilled to announce the release of the latest episode of the Polestar podcast by VELA Wealth, featuring an engaging conversation with Amar Doman, the President and CEO of the Futura Corporation. In this episode, Amar takes us on a remarkable journey through his life as a leader in business, his experiences in philanthropy, […]

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06.28.23

Transcript of The Polestar Podcast: Amar Doman – A Journey of Entrepreneurship, Legacy, and Community Impact

Listen to the Polestar Podcast here. Podcast Transcript   Jason Boudreau: Welcome back, everybody to the Polestar podcast by Vela Wealth. Today, I’m thrilled to have Amar Dolman joining me for a candid conversation. Amar is the founder and CEO of the Futura Corporation, located here in Vancouver, and I’ve got to know Amar a […]

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06.12.23

The Polestar Podcast: The Family Farm—What is your 100-year Plan?

Transferring a farm or agricultural business to the next generation is a multifaceted and emotional journey, much like any other business endeavor. Farmers face the challenges of estate planning, optimizing taxes, and ensuring the long-term prosperity of their business. It is vital for business owners to have a clear understanding of their current standing and […]

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05.4.23

The Polestar Podcast: The Interest Rate Environment and Lending, What’s Next?

In the upcoming Polestar Podcast episode, Rob Wallis talks with Dan Pultr from TMG The Mortgage Group (TMG) about the interest rate environment and lending. Dan explains the impact of dropping interest rates to zero during the lockdown and where it led us as well as provides some recommendations to borrowers on how to ensure […]

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05.3.23

Transcript of The Polestar Podcast: The Interest Rate Environment and Lending, What’s Next?

Listen to the Polestar Podcast here. Podcast Transcript   Rob Wallis: Welcome to the Polestar Podcast by VELA Wealth. Today, I have the pleasure of speaking with Dan Pultr from TMG, The Mortgage Group. We’re going to be talking about the interest rate environment, lending, and what awaits us next. This is a particularly interesting […]

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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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07.21.22

The Polestar Podcast: Key Considerations to Make When Selling a Business

Welcome to another episode of The Polestar Podcast by VELA Wealth. Today, Rob Wallis speaks with Ryan Howe, a business lawyer from Alexander Holburn Beaudin Lang. Ryan acts as general counsel to various BC based businesses with national and international operations on a wide variety of corporate and commercial matters. In this episode, Ryan and […]

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07.21.22

Transcript of The Polestar Podcast: Key Considerations to Make When Selling a Business

Listen to the Polestar Podcast here. Podcast Transcript   Rob Wallis: Welcome to VELA Wealth Polestar Podcast! Today, I’m very excited to have Ryan Howe from AHBL (Alexander Holburn Beaudin +Lang LLP). We will be talking about business transactions. What makes and breaks deals. Welcome, Ryan and please introduce yourself.   Ryan Howe: Thank you […]

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06.15.22

The Polestar Podcast: The Importance of a comprehensive viewpoint with Dennis Serre, President & CEO of Serre Financial

In this episode, Jason Boudreau speaks with Dennis Serre, President and CEO of Serre Financial, a company providing expert advice to financial professionals, new and existing business owners, and executives to navigate and fully mine the complex benefits of the Canadian Income Tax Act. Dennis shares his passion to help entrepreneurs and business owners through […]

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06.15.22

Transcript of The Polestar Podcast: The Importance of a comprehensive viewpoint with Dennis Serre, President & CEO of Serre Financial

Listen to the Polestar Podcast here. Podcast Transcript   Jason Boudreau: Welcome everybody back to another episode of the Polestar Podcast by VELA Wealth. Today I have the pleasure of spending a little bit of time with someone I’ve gotten to know fairly well in this industry over the last number of years – Mr. […]

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05.23.22

The Polestar Podcast: Defining success with Jayesh Parmar, Co-CEO/Founder at Gunkii

VELA Wealth is excited to share another Polestar Podcast episode with Jayesh Parmar, the founder of Picatic [Exit/Eventbrite] and a Co-Founder and Co-CEO of Gunkii, the contemporary tongue scraper. In this episode Jayesh talks about his entrepreneurial journey, Gunkii and its shared values, his success in business and life, and his relationship with failure and […]

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05.23.22

Transcript of The Polestar Podcast: Defining success with Jayesh Parmar, Co-CEO/Founder at Gunkii

Listen to the Polestar Podcast here. Podcast Transcript Jason Boudreau: Welcome back to another episode of the Polestar Podcast by VELA Wealth. Today we are honored to have my good friend and Co-Founder and CEO at Gunkii – Jay Parmar (full name Jayesh Parmar). How are you doing, Jay?   Jay Parmar: Hey Jason! How […]

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04.9.22

The Polestar Podcast: Investment update with Keith Allan, Harness Investment Management

  In this episode of the Polestar Podcast, Rob Wallis talks with Keith Allan from Harness Investment Management about the impact of inflation on economic growth, the interrelation of the US and Canada and well performing stocks that benefit client’s portfolio in 2022.     About the Guest – Keith Allan Keith Allan, CFA, is […]

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03.9.22

The Polestar Podcast: Ending the climate crisis with Stephen Fern, Ark2030

  VELA Wealth is excited to share the first Polestar Podcast episode with Stephen Fern, the founder of The Ark2030 Foundation. In this episode, Stephen talks about Ark2030 and its mission, new forms of environmentally-driven economics, and why we should be concerned about whales!      About the Guest – Stephen Fern Following Law […]

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03.9.22

Transcript of The Polestar Podcast: Ending the climate crisis with Stephen Fern

Listen to the Polestar Podcast here.   Podcast Transcript Jason Boudreau: Welcome everyone to our inaugural Polestar Podcast by VELA Wealth. Honored today to have our first guest – Stephen Fern, all the way from Jersey in the Channel Islands in the UK. Stephen is the founder of Ark2030 an organization that’s on a mission […]

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