The foundation of our company has been created to help guide the entrepreneurial spirit.
CFP, CLU | Principal and Founder
Over the past decade, Jason has built VELA Wealth into an established life and estate planning firm, advising successful entrepreneurial families on how to make meaningful choices at the intersection of their life and their wealth.
More specifically, Jason’s areas of expertise include intergenerational wealth transfer, life-centric financial planning and estate planning with a focus on insurance-based solutions that incorporate charitable giving 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, knowing that VELA’s holistic approach played a role in helping to guide that vision to fruition.
A proud family man, outside of the office Jason enjoys spending time with his beautiful wife Carissa and their three wonderful children, Benjamin, Noah and Eleana. He also supports the community as an active member of the Rotary Club of Vancouver, board member of the Thunderbird Football Association and a member of the Canuck Place Children’s Hospice advisory council. Personally, Jason has a passion for health and fitness and loves road cycling, music and travelling. An avid golfer, Jason can also be found regularly (and perhaps naively) working toward his dream of one day playing on the PGA tour.
Jason is also a member of CALU & Advocis and the Million Dollar Round Table. Learn more about Jason here
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.
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
With a strong background in personalized client service, Tamara strives at assisting clients to help turn their financial goals into reality. Tamara’s dedication and strong work ethic allows her to complete tasks in a timely manner and truly puts the needs of clients first. Her professional communication style makes her a great addition to the VELA Wealth team and the individuals we serve.
After completing an education in fashion merchandising and marketing, Tamara discovered a strong skill set in client service and administrative. Tamara is well suited to the financial world and loves helping people make a difference in their own lives as well as the ones around them.
During her free time Tamara enjoys a continued love for fashion and style, travelling, watching movies, and most of all spending time with her friends and family. After living in Downtown Vancouver, Tamara has decided to move back to her childhood home of North Vancouver where she plans to extend her family by adopting some furry friends.