The foundation of our company has been created to help guide the entrepreneurial spirit.
CFP, CLU | Principal and Founder
Through a deep passion for entrepreneurship, Jason has built VELA Wealth into an established life and estate planning firm, advising successful entrepreneurial families and guiding them to make meaningful choices at the intersection of their life and their wealth.
More specifically, Jason’s areas of expertise include intergenerational wealth transfer and estate planning with a focus on advanced insurance-based solutions that incorporate philanthropy and legacy planning. Leveraging these specialties, Jason brings a fresh perspective and outside-the-box thinking to the strategic planning process. His satisfaction comes from watching clients fulfill their vision of life and create impact with their wealth, knowing that VELA played a role in bringing that vision to fruition for the benefit of current and future generations.
Jason is a long-standing, active member of CALU (The Conference for Advanced Life Underwriting), the leading advocacy group promoting the financial health of Canadians and influencing sound public policy. He is a sought-after speaker and contributor to a number of regular publications.
A proud family man, outside of the office Jason enjoys spending time with his beautiful wife Carissa, their three wonderful children, Benjamin, Noah and Eleana and their Bernese mountain dog Lucy. He supports the community as an active member of the Rotary Club of Vancouver and board member of the Thunderbird Football Association. Jason has a passion for leading an active lifestyle and as an avid golfer, can be found regularly pursuing mastery of the game that always seems to have mastered him.
Partner and Senior Advisor
Rob brings over 15 years of financial planning and advice giving expertise to the VELA team and has a proven track record of delivering high calibre solutions to clients.
Rob excels at working with entrepreneurial professionals and business owners define their ecosystems, establish and exceed their life and financial goals. Rob has particular expertise in helping Healthcare Practitioners who are building multi-location and specialist clinics. Rob strives to build meaningful, long-standing relationships and takes 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 has held various roles in his career in financial services businesses in the UK and Canada covering client management, technical analysis, advice preparation and delivery. Rob completed his BSc (Hons) in Investment & Real Estate Finance at the Cass Business School in London in 2003. When practicing in the UK, Rob held a Diploma in Financial Planning. In Canada, Rob holds the LLQP and CSC certifications and is currently studying to completing the CFP designation. British born and raised, Rob is a globe-trotting travel enthusiast who loves spending time with his family, hitting the slopes and hiking.
CIM | SENIOR ADVISOR
Julia brings nearly 15 years of experience working with successful individuals and families on building and overseeing their wealth, focusing on investment portfolio construction, portfolio output delivery, monitoring and reporting.
She understands the importance of diversifying and preserving the wealth that clients have worked hard to build through managing risk and maintaining long-term asset stability. Julia believes that ultimately, this approach will assist the families she advises with creating their legacies and having wealth be a catalyst for doing good in the world.
Julia develops lasting relationships with her clients and uses her knowledge and experience to be a long-term trusted advisor for them.
Having graduated from Western University with degrees in Psychology and Criminology, Julia has a unique skillset that allows her to design outside-the-box solutions and continually add value to her client relationships. She is a Chartered Investment Manager (CIM) with a passion for impact investing and incorporating a Triple Bottom Line approach to portfolio design.
Julia is active in the West Vancouver community where she lives. Her greatest joy is raising her two daughters with her husband Joel and spending time with her family. Julia enjoys traveling and introducing her daughters to different cultures and experiences around the world so they can become global citizens through first-hand experiences.
Having grown up in a family of doctors, Salil has always had a natural passion for helping people. After pursuing a career in medicine, he decided to transition to financial planning and it was a natural fit, given the many parallels between the two disciplines.
In his role of Client Development, Salil helps guide clients through VELA’s holistic planning process, ensuring they are well-looked after throughout their life. A caring and passionate individual, Salil brings a genuine and thoughtful approach to stewarding the client relationship. In addition, through his hands-on experience with managing family medical practices, Salil brings a wealth of direct expertise and connections to VELA’s physician and dental professional clientele.
An avid sports fan, Salil enjoys playing and watching a variety of sports, with his favourites being tennis and golf. To date, he has visited over 20 countries with a passion to continue to his journey of discovering new cultures and exploring the amazing world we live in.
CLIENT SERVICES ASSOCIATE
Having helped run a family company in the telecommunications industry for over 20 years, Patricia knows what it takes to get things done. Her entrepreneurial experience and most recent role at Fraser Health Authority, have equipped her with a keen attention to detail. She excels at managing and prioritizing multiple deliverables, while working with speed and efficiency.
Even with all this experience, if you ask about her greatest accomplishment, she will tell you it’s been raising her children. All grown up now, she enjoys time with her friends & family, especially her grandchildren as often as she can.
With 9 grandchildren under the age of 10, when Patricia does have some spare time you’ll find her heading out on a road trip, or swimming at the local pool, reading a good book, baking a fresh batch of cookies or expressing herself through music.
CLIENT SERVICES ASSOCIATE
Whitney’s role is to take care of VELA Wealth’s clients and deliver a seamless and enjoyable experience for them. Whitney’s strong communication and organization skills are an asset to VELA Wealth’s community, and she has a strong passion for delivering excellent service. Whitney’s positive attitude and caring nature bring abundant energy to her work.
Whitney chose to build a career in financial services after college and prior to joining VELA Wealth, worked as a financial services advisor at a local Credit Union and in hospitality.
Whitney has an accomplished career in Volleyball, competing at both secondary and college levels, where she learned key leadership and team-working abilities. When not working, Whitney enjoys spending time with her friends and family, exercising, food-adventuring, hiking with her significant other and remains a competitive force in Beach Volleyball.
Whitney studied Social Work and Psychology at Briercrest College in Saskatchewan before moving home to Vancouver in 2016.
Client Experience and Events
In her role of leading the Client Experience and Events for VELA Wealth, Carissa leverages her diverse and exciting career in hospitality where she worked both in Vancouver and New York City for two of the world’s top luxury hotel brands, creating unique and memorable experiences for their highest-profiles guests.
Following this dynamic career and the birth of her first child, she co-founded Clearly Prepared, An emergency preparedness company. After six years of running Clearly Prepared, Carissa decided it was time to make a shift and sold the company to focus on bringing her keen attention to detail and eye for excellence to the VELA Wealth team. During her time with VELA, Carissa has provided pivotal support and direction in the creation and growth of GRAVITY, VELA’s annual event focused on connecting entrepreneurs and enriching their ecosystems.
She believes that everyone has an opportunity to give back in some way and feels it’s especially important for her three children to be fully-connected to the importance of serving others. In order foster these values, Carissa created an annual event where each Christmas, she engages support from local families and businesses and she and her husband Jason, along with their three children and several other families deliver care packages to homeless and less fortunate people living in Vancouver’s Downtown East Side.
Outside of her work, Carissa leads an active North Shore lifestyle, regularly exploring the trails of the local mountains with Jason, their children Ben, Noah and Eleana and their Bernese Mountain Dog, Lucy. She is also constantly exploring the North Shore roads, ensuring that the kids are always at their various activities on time and ready to go.
CFP | Strategic Planning Advisor
Jeremy has worked within the financial planning industry for the last 20 years and brings a depth of financial and life planning experience to the VELA team.
Jeremy’s strong background in both personal and corporate taxation allows him to piece together and understand the unique circumstances of VELA’s entrepreneurial clients. This depth of knowledge also allows him to work more effectively in collaboration with other tax and legal professionals to establish recommendations designed to achieve the life goals of VELAs clients.
Jeremy prides himself on building strong trusting relationships with every family or individual he works with. While having a passion for working with the data and detail, Jeremy has learned from experience that ultimate success for clients is more than just financial, it is about establishing clarity around the life planning objectives clients hope to achieve for themselves and their families. Building out this clarity allows all the planning pieces to come together, to then provide peace of mind for clients.
Jeremy holds the Certified Financial Planner (CFP®) designation. More recently, Jeremy has worked as a financial and estate planning consultant and as part of a team of industry professionals within a multi-family office which advised successful business owners and professionals. Jeremy has attended both the CPA Income Tax for the General Practitioner Course and the Canadian Association of Family Enterprises (“CAFE”) Family Facilitation Course.
Outside of the office, Jeremy enjoys cooking, gardening, travelling, and spending time with his wife Miranda and daughter Claire.