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 […]

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 – […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

  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 […]

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 […]