The foundation of our company is the dedicated VELA team that serves our clients each and every day.
CFP, CLU | Partner and Founder
Jason has built VELA Wealth into an established life and estate planning firm, guiding families as they make meaningful choices at the intersection of life and 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 Has provided senior financial planning and advice to VELA clients for over 15-years. He is a detail-oriented strategist with a proven track record.
Rob excels at working with entrepreneurial professionals and business owners to define their individual ecosystems and establish meaningful life and financial goals. He has specialized expertise in guiding healthcare professionals who are building multi-location, and specialist clinics.
A methodical and analytical thinker, Rob compassionately navigates clients through the complexities of a thorough financial planning process ensuring that they feel understood and supported throughout.
Prior to joining the VELA team Rob worked in various client management, technical financial analysis, and financial planning roles both in Canada and the UK.
Rob holds a BSc (Hons) in Investment & Real Estate Finance from the Cass Business School in London. He holds the LLQP and CSC certifications and is in the process of completing his 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.
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 VELA 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.
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 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.
Whitney chose to build a career in financial services after college and worked as a financial services advisor at a Credit Union prior to joining the VELA Wealth team.
Client Experience and Events
Carissa leverages her diverse hospitality management experience working 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 profile guests was Carissa’s daily responsibility.
The entrepreneurial spirit called, and after the birth of her first child, Carissa co-founded Clearly Prepared, an emergency preparedness company. Six years later, Carissa decided the time was right to sell Clearly Prepared and focus on working with VELA Wealth to develop unique, powerful programs to enhance the VELA client experience. Carissa has provided pivotal support and direction in the creation and growth of GRAVITY, VELA’s annual signature event celebrating and nurturing entrepreneurial spirit.
Outside of her work Carissa leads an active North Shore lifestyle, exploring the trails of the local mountains with husband Jason and their children Ben, Noah and Eleana as well as their Burmese Mountain Dog Lucy. She is also spends considerable time exploring the North Shore roads ensuring that the kids are always at their various activities on time and ready to go.