05.4.23
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 […]
05.3.23
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 […]
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 […]
07.21.22
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 […]
07.21.22
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 […]
06.15.22
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 […]
06.15.22
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. […]
05.23.22
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 […]
05.23.22
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 […]
04.9.22
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 […]
03.9.22
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 […]
03.9.22
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 […]