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
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 large 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.
British born and raised, Rob is a globe-trotting travel enthusiast who loves spending time with his family, hitting the slopes and hiking.
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 a LLQP and CSC certifications and is studying for towards CFP.
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.