back-to-top vela-logo-NOV15-2018 logo_header menu testimonial-arrow watch-video-arrow twitter twitter linkedin
07.05.16

Welcome our newest Senior Advisor, Rob Wallis

 

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 the financial planning process, ensuring they feel guided and supported.

Rob brings over 10 years of financial planning expertise to the VELA team with a proven track record of delivering high calibre solutions with style and elegance. His key areas of expertise include pension and retirement planning, with a concentration on providing tailored investment planning solutions.
British born and raised, Rob is a globe-trotting travel enthusiast who has visited more than 25 countries thus far. These same travels brought him to a rooftop bar in Laos, where he met his supportive and patient wife Jennifer. Rob also has a profound love of the outdoors and is a self proclaimed foodie with wonderful sense of humour and positive life affirming outlook.

Fast Facts about Rob:

Favourite Book: The God of Small Things

Hobbies: Skiing & collecting old maps

Favourite Pastimes: Hiking, cooking, travelling and spending time with family

Dream occupation — if you weren’t doing what you’re doing now: Commercial airline pilot

Most unusual item in his desk drawer: A picture of the Laughing Cavalier.  Always makes me chuckle, check it out  https://en.wikipedia.org/wiki/Laughing_Cavalier

Guilty pleasure: British beer and French Wine

Bucket List Task: Hiking across the Pyrenees from the Atlantic to the Mediterranean. 600km, 60 days, 50,000 metres elevation gain over the hike. And to learn to fly a float plane!

learn more about who we are