The Polestar Podcast

VELA Wealth

VELA Wealth is dedicated to the financial well-being of business owners. We believe that wealth can be a catalyst for transforming the world. Join the VELA Wealth Polestar Podcast every month with our respected financial experts as they recap experiences and inspirational insights from successful guest entrepreneurs and philanthropists. read less

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Q1 2024 Market Outlook with Keith Allan

Q1 2024 Market Outlook with Keith Allan

Podcast Highlights:Explore how market sentiment reacts to speculation about interest rate movements and its influence on investor decision-making.Learn the importance of staying resilient during market pullbacks, maintaining a long-term perspective, and seizing opportunities to acquire discounted assets.Discover the significance of disciplined investing habits like dollar-cost averaging and diversification in mitigating risk and maximizing returns.Understand the necessity of removing emotion from investment decisions, and how it contributes to long-term investment success.Gain insights into the mindset needed to navigate market fluctuations, focusing on long-term goals rather than short-term market movements, for sustained investment growth. By understanding the dynamics of interest rates and adopting disciplined investment strategies, investors can weather market volatility and position themselves for long-term success. Tune in to gain further insights into navigating today's ever-changing financial landscape. About the Guest – Keith AllanKeith Allan is a Portfolio Manager with Harness Investment Management. Harness has engaged in a strategic partnership with VELA Wealth and provides discretionary portfolio management for many of VELA’s clients. With more than 15 years of buy-side investment management experience, Keith brings a wealth of knowledge and experience to provide insight and guidance to clients regarding their investment portfolios. At Harness, Keith is responsible for developing and maintaining investment portfolios for VELA clients. Keith is dedicated to fostering long-term relationships with high-net-worth individuals and families by providing a clear and transparent vision to help them achieve their investment goals. To learn more, please visit Harness Investment Management team page. About the Host – Kevin PartonKevin Parton, CFP professional, specializes in personal and business financial planning, tax reduction, and estate planning. Kevin is diligently concentrating on client education as a powerful strategy for building financial certainty. As no financial situation is the same, Kevin and his team monitor clients’ plans and implement personalized strategies to reduce their personal and corporate taxes, and protect their income, assets, and loved ones against the financial consequences of a serious illness, injury or death, ensuring clients maintain financial certainty and peace of mind. To read more, please visit the VELA team page.

Episodes

Q1 2024 Market Outlook with Keith Allan

Q1 2024 Market Outlook with Keith Allan

Podcast Highlights:Explore how market sentiment reacts to speculation about interest rate movements and its influence on investor decision-making.Learn the importance of staying resilient during market pullbacks, maintaining a long-term perspective, and seizing opportunities to acquire discounted assets.Discover the significance of disciplined investing habits like dollar-cost averaging and diversification in mitigating risk and maximizing returns.Understand the necessity of removing emotion from investment decisions, and how it contributes to long-term investment success.Gain insights into the mindset needed to navigate market fluctuations, focusing on long-term goals rather than short-term market movements, for sustained investment growth. By understanding the dynamics of interest rates and adopting disciplined investment strategies, investors can weather market volatility and position themselves for long-term success. Tune in to gain further insights into navigating today's ever-changing financial landscape. About the Guest – Keith AllanKeith Allan is a Portfolio Manager with Harness Investment Management. Harness has engaged in a strategic partnership with VELA Wealth and provides discretionary portfolio management for many of VELA’s clients. With more than 15 years of buy-side investment management experience, Keith brings a wealth of knowledge and experience to provide insight and guidance to clients regarding their investment portfolios. At Harness, Keith is responsible for developing and maintaining investment portfolios for VELA clients. Keith is dedicated to fostering long-term relationships with high-net-worth individuals and families by providing a clear and transparent vision to help them achieve their investment goals. To learn more, please visit Harness Investment Management team page. About the Host – Kevin PartonKevin Parton, CFP professional, specializes in personal and business financial planning, tax reduction, and estate planning. Kevin is diligently concentrating on client education as a powerful strategy for building financial certainty. As no financial situation is the same, Kevin and his team monitor clients’ plans and implement personalized strategies to reduce their personal and corporate taxes, and protect their income, assets, and loved ones against the financial consequences of a serious illness, injury or death, ensuring clients maintain financial certainty and peace of mind. To read more, please visit the VELA team page.

Morgan Housel: On Wealth, Wisdom & the Pursuit of Happiness

Morgan Housel: On Wealth, Wisdom & the Pursuit of Happiness

Key highlights of this episode:Morgan Housel's unique journey to acclaimed financial writer, highlighting the value of hard work and the impact of early life experiences on career choices.The importance of balancing optimism and pessimism in wealth management.Insights into behavioral finance, emphasizing the psychological aspects of money management and the power of understanding human behavior in financial success.The role of entrepreneurship and the realities of managing a business, addressing the challenges and rewards of navigating the business world.The impact of social media on happiness and self-comparison, with a focus on the challenges of parenting in the digital age and fostering a healthy relationship with technology.Morgan's perspectives on the pursuit of happiness, success, and fulfillment, offering listeners a guide to navigating life's financial and emotional complexities. About the Guest- Morgan HouselMorgan Housel is a partner at The Collaborative Fund.He's the New York Times Bestselling author ofThe Psychology of Money and Same As Ever. His books have sold over five million copies and have been translated into more than 50 languages. Morgan is a two-time winner of the Best in Business Award from the Society of American Business Editors and Writers, and winner of the New York Times Sidney Award. In 2022, MarketWatch named him one of the 50 most influential people in markets. He serves on the board of directors at Markel. About the Host – Jason BoudreauJason 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. 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. To read more, please visit the VELA team page.

Alternative Investment Insights with Keith Allan

Alternative Investment Insights with Keith Allan

In this episode of the Polestar Podcast, you'll learn:how VELA Wealth, Harness Investment Management, and Purpose Investments collaborate to unlock unique opportunities,why traditional portfolio strategies are being challenged,how alternative investments can revolutionize your portfolio,the power of diversification with private assets like equity, debt, and real estate. About the Guest – Keith AllanKeith Allan is a Portfolio Manager with Harness Investment Management. Harness has engaged in a strategic partnership with VELA Wealth and provides discretionary portfolio management for many of VELA’s clients. With more than 15 years of buy-side investment management experience, Keith brings a wealth of knowledge and experience to provide insight and guidance to clients regarding their investment portfolios. At Harness, Keith is responsible for developing and maintaining investment portfolios for VELA clients. Keith is dedicated to fostering long-term relationships with high-net-worth individuals and families by providing a clear and transparent vision to help them achieve their investment goals. To learn more, please visit Harness Investment Management team page. About the Host – Kevin PartonKevin Parton, CFP professional, specializes in personal and business financial planning, tax reduction, and estate planning. Kevin is diligently concentrating on client education as a powerful strategy for building financial certainty. As no financial situation is the same, Kevin and his team monitor clients’ plans and implement personalized strategies to reduce their personal and corporate taxes, and protect their income, assets, and loved ones against the financial consequences of a serious illness, injury or death, ensuring clients maintain financial certainty and peace of mind. To read more, please visit the VELA team page.

Kevin England - A Life Steered by Passion And Community

Kevin England - A Life Steered by Passion And Community

Key highlights of this podcast: Childhood Lessons: Discover how Kevin's upbringing on a dairy farm instilled in him strong values of work ethic and community involvement, shaping his approach to business and life.Career Evolution: Learn about Kevin's transition from working in construction and the tar sands to a successful career at IBM, where he honed his skills in communication and long-term thinking.Real Estate Innovation: Explore Kevin's innovative strategies for property management, including his focus on transparency, long-term planning, and adding value to properties through amenities and services.Philanthropic Passion: Hear about Kevin's deep commitment to philanthropy, from organizing car shows to raise funds for cancer research and hospice care to supporting recovery centers for young men in need.Building Trust: Gain insight into Kevin's approach to building trust and rapport with clients, emphasizing integrity, transparency, and a long-term perspective in all his dealings.Legacy of Impact: Discover how Kevin's dedication to giving back has created a lasting legacy, inspiring others to follow their passions and make a difference in their communities. About the Guest – Kevin EnglandKevin England: A conservative, innovative, and bold entrepreneur with over 30 years of success. From his roots on a Pembroke farm, he embodies hard work and determination. After graduating from Carleton University, he honed his skills at IBM Canada Ltd. and Qualico Developments before founding the England Group in 1986. Based in Vancouver, Kevin England leads with integrity, ensuring everyone wins in the deal. To learn more, please visit the England Group website. About the Host – Jason BoudreauJason 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. 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. To read more, please visit the VELA team page.

VELA Wealth: Navigating Wealth, Legacy, and Financial Innovation

VELA Wealth: Navigating Wealth, Legacy, and Financial Innovation

Key highlights of this episode: The VELA Wealth story. The transformative power of mentorship and coaching. VELA Wealth's trailblazing approach. The importance of independence in financial services and curation of platforms and partnerships. Commitment to client fulfillment. Declaration approach instead of a traditional mission statement. What future unfolds for VELA Wealth. About the Guest- Jason BoudreauJason 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. 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. To read more, please visit the VELA team page. About the Host – Kevin PartonKevin Parton, CFP professional, specializes in personal and business financial planning, tax reduction, and estate planning. Kevin is diligently concentrating on client education as a powerful strategy for building financial certainty. As no financial situation is the same, Kevin and his team monitor clients’ plans and implement personalized strategies to reduce their personal and corporate taxes, and protect their income, assets, and loved ones against the financial consequences of a serious illness, injury or death, ensuring clients maintain financial certainty and peace of mind. To read more, please visit the VELA team page.

Navigating M&A Dynamics in Professional Services: Insights from Faramarz Bogzaran

Navigating M&A Dynamics in Professional Services: Insights from Faramarz Bogzaran

Key highlights of this episode:Delve into the mechanics of seamless company sales with a focus on the pivotal role of an M&A advisors.Explore the valuation methods for professional service firms, focusing on financial stability and managing working capital.Learn essential post-sale strategies: from strategic planning to adjusting to new ownership dynamics for a smooth transition.Gain insights into the factors influencing M&A in the Canadian landscape, shedding light on industry trends and future implications.Importance of strategically plan your exit beyond the sale to ensure a successful transition. About the Guest- Faramarz BogzaranFaramarz Bogzaran, the founder and Managing Partner at F&M Management Ltd., brings over four decades of expertise to the forefront of Canada's management consulting scene. Specializing in M&A and Corporate Advisory services, he has successfully navigated environmental consulting, waste management, and remedial contracting sectors. A seasoned M&A advisor, Faramarz is celebrated for his adept leadership in ownership transitions. He played a key role in founding CE3C Management Ltd., the driving force behind executive conferences uniting leaders in Canada's environmental and engineering consulting sector. At F&M, he provides strategic advice on growth, financial management, buyouts, exit strategies (M&A), corporate governance, and project management. To read more, please visit the F&M Management Ltd. Website About the Host – Jason BoudreauJason 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. 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. To read more, please visit the VELA team page.

Market Outlook with Keith Allan from Harness Investment Management

Market Outlook with Keith Allan from Harness Investment Management

Key highlights of this Polestar Podcast Episode:Taking a Comprehensive Approach: Delve into how Harness Investment Management looks at the bigger financial picture, encompassing planning, insurance, and family goals alongside investments.Tailoring for Individual Needs: Learn about the practice of creating customized portfolios to accommodate unique client requirements.Long-term Investing Philosophy: Explore the concept of a fundamentally driven, long-term approach to investment, emphasizing diversification and asset allocation.Staying Invested Wisely: Get insights into the idea of avoiding market timing, focusing on remaining invested, and keeping some cash for flexibility.Advisor Role in Informed Decisions: Discover the general role financial advisors play in educating clients, aiding them in understanding their options, and making informed, long-term financial choices. About the Guest – Keith AllanKeith Allan is a Portfolio Manager with Harness Investment Management. Harness has engaged in a strategic partnership with VELA Wealth and provides discretionary portfolio management for many of VELA’s clients. With more than 15 years of buy-side investment management experience, Keith brings a wealth of knowledge and experience to provide insight and guidance to clients regarding their investment portfolios. At Harness, Keith is responsible for developing and maintaining investment portfolios for VELA clients. Keith is dedicated to fostering long-term relationships with high-net-worth individuals and families by providing a clear and transparent vision to help them achieve their investment goals. To learn more, please visit Harness Investment Management team page. About the Host – Kevin PartonKevin Parton, CFP professional, specializes in personal and business financial planning, tax reduction, and estate planning. Kevin is diligently concentrating on client education as a powerful strategy for building financial certainty. As no financial situation is the same, Kevin and his team monitor clients’ plans and implement personalized strategies to reduce their personal and corporate taxes, and protect their income, assets, and loved ones against the financial consequences of a serious illness, injury or death, ensuring clients maintain financial certainty and peace of mind.To read more, please visit the VELA team page.

Amar Doman - A Journey of Entrepreneurship, Legacy, and Community Impact

Amar Doman - A Journey of Entrepreneurship, Legacy, and Community Impact

Key highlights of this podcast: - Inspiring family journey to establish a life and business in Canada.- Early exposure to the family business and entrepreneurial beginnings with the independent lumber remanufacturing company.- Insights of Amar's approach to acquiring distressed assets and creating value through and a strong work ethic.- Perspective on family wealth, legacy, and the transfer of values and knowledge to the next generation.- Involvement in philanthropy, including owning the BC Lions football team and supporting youth involvement in sports.- The significance of community impact and giving back. About the Guest – Amar Doman Amar is the founder and sole shareholder of The Futura Corporation. Along with his team he has led and completed numerous acquisitions. Amar’s tireless dedication to creating shareholder value and his vision for long-term thinking when investing or buying companies outright has built The Futura Corporation into one of the largest and fastest growing companies in Canada. To read more, please visit the Futura Corporation website.About the Host – Jason BoudreauJason 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. 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. To read more, please visit the VELA team page.

The Family Farm—What is your 100-year Plan?

The Family Farm—What is your 100-year Plan?

In this webinar you will learn the importance of:Acquiring a clear understanding of your business’s present situation and future objectives.Comprehending the motives and aspirations of both the current and future generations.Obtaining insights on essential factors to consider prior to and during the transfer of the farm business.Developing effective communication tactics to navigate challenging conversations with family members.

The Interest Rate Environment and Lending, What’s Next?

The Interest Rate Environment and Lending, What’s Next?

This Polestar Podcast episode will cover:How did we get where we are at?What is the current sentiment in the housing market?Refinance and debt repayments: potential risks and benefits Vancouver market overviewImportance of seeking a second opinionWhat to expect from the interest rates in the nearest future? And more DisclaimerThe information provided in the podcast is designed for general informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or investment product. About the Guest – Dan PultrDan is a Senior Mortgage Industry Executive that helps individuals and companies grow. He takes a hands on approach to all engagements, loves to immerse himself in the details and works with passionate professionals to deliver comprehensive solutions. Dan’s goal is to provide an incredible Mortgage Experience to Brokers and ultimately to their thousands of clients.To reach out to Dan, please visit his LinkedIn profile. About the Host – Rob WallisRob has provided senior financial planning and advice to VELA clients for over 15-years. He 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. To learn more, please visit VELA team page.

Not happy with my business valuation: So now what?

Not happy with my business valuation: So now what?

In this episode, we’ll discuss: Merger & Acquisition deals in North AmericaWho is out there looking to buy businesses and what they are looking for?How the opportunity to sell is changed by business value and sector?What are the sources of receiving a valuation and how do they differ?Typical reactions to getting unexpected evaluation and how to deal with it.How to get a different valuation outcome if you are already on the market? What is the formula to improve the valuation?And much more! About the Guests – Lorraine McGregorLorraine founded Spirit West Management in 1990 and has worked with CEOs to help grow their businesses through effective partnerships, marketing, and sales strategies. In 1999, she returned to Canada and has worked with both US and Canadian clients. Together with leadership expert Rob McGregor, they provide growth strategies and leadership expertise, as well as guide business owners and their families through a process to decide the best course of action for their business. They also work on improving systems, profitability, market focus, and organizational effectiveness, and address conflict, family dynamics, and partnership problems. To read more, please visit the Spirit West Management website. About the Host – Rob WallisRob has provided senior financial planning and advice to VELA clients for over 15 years. He 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. To read more, please visit the VELA team page.

From Engineering to Entrepreneurship: Som Seif's Journey to Success and Gratitude

From Engineering to Entrepreneurship: Som Seif's Journey to Success and Gratitude

This episode features:The journey to success in the financial services industry.The importance of finding personal fulfilment, joy and purpose in life.The significance of being present.The key factor for happiness.The importance of being grateful. About the Guest – Som SeifCEO of Purpose Inc.CEO of Purpose UnlimitedSom Seif is the Founder and Chief Executive Officer of Purpose, which he formed following the sale of Claymore Investments to BlackRock Inc. in March 2012 and the Co-Founder of WealthSimple Technologies Inc. Prior to Claymore Investments, Som was an investment banker with RBC Capital Markets. He has a strong commitment to community and is currently a member of the AGO Foundation Board, Next Canada Board, and UofT Pre-Campaign Committee and Mechanical and Industrial Engineering Advisory Committee. About the Host – Jason BoudreauJason 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. 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. To read more, please visit the VELA team page.

Positioning, not Predictions

Positioning, not Predictions

In this episode of the Polestar Podcast, you can expect to hear about: What themes are influencing current asset allocation?How interest rates are affecting growth and returns right now?What value and role fixed income assets are playing in portfolios? While interest rates decrease, how does this affect growth prospects?What are the portfolio alternatives right now?Is crypto dead as an asset class?And much more! About the Guest – Keith AllanKeith Allan is a Portfolio Manager with Harness Investment Management. Harness has engaged in a strategic partnership with VELA Wealth and provides discretionary portfolio management for many of VELA’s clients. With more than 15 years of buy-side investment management experience, Keith brings a wealth of knowledge and experience to provide insight and guidance to clients regarding their investment portfolios. At Harness, Keith is responsible for developing and maintaining investment portfolios for VELA clients. Keith is dedicated to fostering long-term relationships with high-net-worth individuals and families by providing a clear and transparent vision to help them achieve their investment goals. To learn more, please visit Harness Investment Management team page.About the Host – Rob WallisRob Has provided senior financial planning and advice to VELA clients for over 15-years. He 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. To learn more, please visit VELA Wealth team page. DisclaimerThe information provided in the podcast is designed for general informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or investment product.

Sticking to the plan with Three Shores Development

Sticking to the plan with Three Shores Development

In this podcast, we will discuss:The journey of Three Shores Development Important qualities to form a good partnershipThe discipline to say “No” Defining success at different stages of lifeTolerating uncertainty through acceptance and planning Setting goals and having the discipline to achieve themBalancing work and family as a full-time entrepreneur About the Guest – Mehdi Shokri Mehdi is inspired by the desire to create meaningful change through development and is driven by an overarching passion to make neighbourhoods better. He aims to align visually-inspiring environments with sustainable and profitable solutions. To read more, please visit the Three Shore website. About the Guest – Barry SavageBarry values precision and process. His goal is to take a focused, structured approach to development, and values the methodical process of any project. His passion is to carefully consider all details in order to execute a plan that works for all stakeholders. Inspired by the urban vibrancy of other big cities, Barry is interested in how land use can shape and create homes and communities. To read more, please visit the Three Shore website. About the Host – Jason BoudreauJason 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. 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. To read more, please visit the VELA team page.

Changing the World Through Education, with The Earth Group

Changing the World Through Education, with The Earth Group

In this episode of the Polestar Podcast, we will talk about:The Earth Group StoryChallenges of the business through Covid and post-pandemic recovery plan for success.Environmental benefits of using aluminium.Setting up partnership with the United Nations WFP and well-known brands around the globe.Advancing tenacity and resilience regardless of obstacles and other’s discouragementAnd much more!About the Guests – Kori Chilibeck and Matt MoreauKori Chilibeck and Matt Moreau met in 2005 while working at Skiers Sportshop in Edmonton, Canada. Through extensive travel their eyes were opened to the dire circumstances in which a large percentage of the world lives. This instilled a sense of responsibility to do what they could to create positive change in the lives of people who need it most. In 2005 Matt and Kori started a social enterprise called Earth Water and donated 100% of their net profits to the United Nations World Food Programme. Please visit The Earth Group website to learn more. About the Host – Rob WallisRob has provided senior financial planning and advice to VELA clients for over 15-years. He 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. To read more, please visit the VELA team page.

Key Considerations to Make When Selling a Business

Key Considerations to Make When Selling a Business

This episode of the Polestar Podcast features: Things to consider before selling your businessAssessing personal and business readiness Common misconception about the true value of the business. The importance of involving professionalsSmart tips to protect your interestsAnd much more!

The Importance of a comprehensive viewpoint with Dennis Serre, President and CEO of Serre Financial

The Importance of a comprehensive viewpoint with Dennis Serre, President and CEO of Serre Financial

This episode of the Polestar Podcast features: · How has the pandemic changed people’s priorities?· What defines a successful in life and in business? · Why should business owners and entrepreneurs consider specialized consulting services?· Individual pension plans for entrepreneurs and Tax-advantageous structures.· Key things to enhance the financial performance of the business.· Insights about the private health services plan (PHSP) and the importance of employee retention.· And more! About the Guest – Dennis SerreSince 1990, Dennis Serre and his wife Lisa have built and curated a team of leading tax experts with one truth in mind — every client's situation is unique. With the Income Tax Act as their playbook, Dennis and his knowledgeable team have provided expert advice to industry professionals and business owners alike, all to find value with a net benefit to the end client. Over the past decade, the Serre Financial team has grown to include many talented tax experts, each crafting superior solutions for each of the several thousand clients. To read more, please visit the Serre Financial website.About the Host – Jason BoudreauJason 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. 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. To read more, please visit the VELA team page. DisclaimerThe information expressed in the podcast is designed for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security or investment product.

Defining success with Jayesh Parmar, Co-CEO/Founder at Gunkii

Defining success with Jayesh Parmar, Co-CEO/Founder at Gunkii

In this episode of the Polestar Podcast, we will talk about: The entrepreneurial journey, and the switch from the tech to a consumer retail space.Gunkii tongue scrapper and its shared responsibility to serve those with lesser means.Jayesh definition of success and what he does in order to achieve his goals. The philosophy behind failure and uncertainty. And more!About the Guest – Jayesh ParmarBorn in Saskatoon, Canada, San Francisco incubated, alumni of Toronto’s Extreme Startups, New York’s Canadian Technology Accelerator and Vancouver’s Hyper Growth Program; Jayesh now calls Vancouver, British Columbia home. He was the former CEO/Co-Founder of Picatic.com which was acquired by Eventbrite in 2018. Jayesh is an active investor, a lifelong student, and has jumped back into being a Co-CEO /Co-founder of Gunkii, the world's sexiest tongue scraper. Please visit Jayesh’s LinkedIn and Gunkii website for more information.About the Host – Jason BoudreauJason 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. 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. To read more, please visit the VELA team page.

Investment update with Keith Allan, Harness Investment Management

Investment update with Keith Allan, Harness Investment Management

This Polestar Podcast Investment Update episode features the following: A market commentary on the second quarter of 2022.How inflation affects economic growth potential? The correlation between the US and Canadian markets?What assets to hold in your portfolio and how to properly allocate them?Well-performing stocks in Canada to keep an eye on. About the Guest – Keith AllanKeith Allan, CFA, is a Portfolio Manager at Harness Investment Management, with over 10 years of buy-side investment management experience. He is responsible for developing and maintaining investment portfolios by fostering long-term relationships with high-net-worth individuals and families and providing a clear and transparent vision to help them achieve their investment goals. Please visit Harness website for more information.About the Host – Rob WallisRob Has provided senior financial planning and advice to VELA clients for over 15-years. He 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. To read more, please visit the VELA team page. DisclaimerThe information expressed in the podcast is designed for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security or investment product.

Ending the climate crisis with Stephen Fern, Ark2030

Ending the climate crisis with Stephen Fern, Ark2030

In the first episode of the Polestar Podcast we will be discussing the following: Ark2030 and what they are doing to restore Planet Earth.What prompted Stephen to leave his well-paid job and spectacular lifestyle in London behind? How to reduce the ecological footprint today?A new form of economics and why we should be concerned about whales.And more!About the Guest – Stephen FernFollowing Law School, Stephen qualified as a chartered accountant with Arthur Andersen before establishing a financial education business which he sold in 1999. He established the G9 in 2003, working with global business families to drive private capital into Impact, and developing a plan to end the climate crisis. Launched in 2019, Ark2030 has developed the roadmap to restore the world’s greatest ecosystems across every continent and every ocean; working to create a unique global collaboration of science, academia, landowners, NGOs and ‘on the ground’ implementation partners. Please visit Ark2030 website for more information. About the Host – Jason BoudreauJason 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. 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. To read more, please visit the VELA team page.