The Polestar Podcast

This episode highlights:Navigating market uncertaintyTariffs, trade & Canada’s economyBullish opportunities in the U.S. marketStrategies to protect your portfolioThe importance of common sense over panic About the Guest – Keith AllanKeith Allan is a portfolio manager at 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. To learn more, please visit the Harness Investment Management team page.About the Host – Rob WallisRob has been providing expert planning and strategic advice for nearly 20 years, and has been with VELA Wealth since 2016. Rob excels at working with entrepreneurial professionals and business owners to define their individual ecosystems and establish meaningful life and financial goals. 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. To read more, please visit the VELA team page.  DisclaimerThe information provided in the podcast transcript 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.

Key highlights of this episode:How tech giants like NVIDIA and Microsoft drove explosive market growth in 2024.Debunking myths about speculative growth and highlighting the solid fundamentals behind last year’s success.What interest rates drop mean for your portfolio—and why cash might no longer be king.How the new political landscape could shape opportunities in U.S. and Canadian equities.Practical tips for balancing risk, seizing opportunities, and staying aligned with your financial goals.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. 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.

About the Guest – Morgyn ChandlerMorgyn Chandler is the Managing Partner at Hammerco Lawyers and leads the firm's civil sexual assault group. She is a forceful advocate with a successful track record of winning exceptional results for her clients.With over a decade of litigation experience, Morgyn has a reputation for successful resolution based on persuasive and astute legal strategies. She believes that establishing and maintaining open, honest, and ongoing communication with her clients is critical to ensuring the best possible outcome.In addition to practicing in the areas of personal injury and estate litigation, Morgyn is the practice lead for Hammerco’s civil sexual assault group. She acts on behalf of survivors of sexual assault and is a powerful advocate for her clients against both individual and institutional defendants.Morgyn believes that survivors deserve to be heard, and respected, and deserve the opportunity to hold perpetrators accountable. Morgyn is a sought-after speaker in her field and has been named for her work in Personal Injury Litigation by Best Lawyers in Canada since 2020.Learn more about Morgyn at Hammerco Lawyers LLP and get in touch with her on LinkedIn, Morgyn Chandler. About the Host – Kevin PartonKevin Parton, CFP professional, specializes in personal and business financial planning, tax reduction, and estate planning. Kevin diligently concentrates 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 Parton and Keith Allan cover the latest in financial markets with some compelling highlights:Q3 Market Trends: How did the typically quiet summer months shape up, and what might that mean for Q4?Interest Rate Shifts: With new cuts in Canada and the U.S., they discuss the potential impact on holiday spending and the broader economy.TD Bank's Record Fine: A major headline in finance—how will this affect TD’s reputation and future growth?Gold’s Unusual Surge: Gold's standout performance this year prompts a closer look at its role in portfolios.  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. 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.  DisclaimerThe information provided in the podcast transcript 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.

In this episode of the Polestar Podcast, we will talk about:Ricky Zhang's Journey: From passionate traveler to founding Prince of Travel, a leading platform for Canadians to maximize credit card rewards for luxurious travel.Practical Tips: Advice on optimizing credit cards and rewards programs to get the most value from travel spending.Unlocking Premium Travel: Ricky shares how to convert points into airline miles and hotel stays, making premium flights and accommodations affordable. About the Guest - Ricky ZhangRicky Zhang first had the idea to start a travel blog in 2016, inspired by his growing passion for traveling the world using points and miles. After graduating and starting a corporate job with one of the Big 5 banks, Ricky felt unfulfilled, despite the stable position.Encouraged by his then-girlfriend, now wife, he decided to pursue his passion. After months of searching, he finally landed on the name "Prince of Travel" and launched the blog. Today, Ricky has shared hundreds of stories, inspiring others to travel the world in style for less.Prince of Travel is a team of expert travellers dedicated to educating, informing, and inspiring readers on maximizing the power of Miles & Points to travel the world at a fraction of the price. About the Host – Rob WallisRob has been providing expert planning and strategic advice for nearly 20 years, and has been with VELA Wealth since 2016. Rob excels at working with entrepreneurial professionals and business owners to define their individual ecosystems and establish meaningful life and financial goals. 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. To read more, please visit the VELA team page.

Podcast Highlights:Discover Skipper Otto's values on sustainability and the importance of preserving Indigenous finishing practices.Explore how Skipper Otto has reimagined the "farm-to-table" experience to connect customers to the stories of fishing families.Listen to Sonia discuss the role of a system-oriented approach in enabling sustainable practices and how it was essential to becoming a B-Corp Certified corporation.Familiarize yourself with Sonia's perspectives on entrepreneurship and business ownership, emphasizing the significance of incremental progress to prevent feelings of overwhelm and ultimately achieve greater success. About the Guest – Sonia StrobelSonia is a visionary leader and entrepreneur. She is the CEO and Co-founder of Skipper Otto Community Supported Fishery, an innovative solution for home cooks to source premium, wild seafood directly from independent, Canadian fishing families. Under her leadership Skipper Otto has grown both in size and scale, helping to transform the way Canadians eat local seafood.Sonia is also a sought-after speaker on sustainable fisheries and local food systems. She relentlessly advocates for the rights of independent small-scale, community-based fishers and seeks to protect their way of life in Canada. Her ability to synthesize and communicate about complex issues in the fishing industry enables her to consistently engage Canadians to advocate for meaningful change. Sonia’s leadership continues to earn her many accolades including winner of Coralus (formerly SheEO) in 2015; Veuve Cliquot Business Woman Award 2018 Canadian finalist; winner of the Forum’s 2019 Pitch Finale; Inc Magazine's list of the top 100 female entrepreneurs of 2020; and finalist in the BC Food and Beverage Women Entrepreneur of the Year Award in 2023 and frequent invitations to speak at the House of Commons and major decision making tables.About the Host – Kevin PartonKevin Parton, CFP professional, specializes in personal and business financial planning, tax reduction, and estate planning. Kevin diligently concentrates 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.

Podcast Highlights:Discover the begining of the Flavelle family's ownership of Purdys Chocolatier in 1963, initiated by Charles Flavelle and Eric Wilson.Karen shares her journey into business, influenced by her father's success from a young age, leading her to pursue her passion for business and marketing.Learn about Karen’s determination to become a part of the family business despite initial challenges and rejections and how her passion propelled her to becoming the powerhouse of Purdys.Learn about the enduring values of quality, sustainability, and philanthropy at Purdys. About the Guest – Karen FlavelleMany different experiences have provided the toolbox for Karen to successfully lead Purdys, the largest Chocolatier in Canada, a BCom from Queen's, living in Japan and Asia for 2 years, speaking fluent French, being trained in classic packaged goods marketing at General Mills, developing innovative new products at Product Development Partnership in the UK, and growing a popular chain of 140 restaurants: Swiss Chalet. Karen's personal mission is to help people connect, to strengthen existing relationships and build new ones. At almost 117 years old, Purdys Chocolatier is a delicate balance between tradition and innovation, giving customers their favorites while exciting them with new ideas and new chocolates. In addition, Purdys contributes to many, local Canadian organizations focusing on helping children and their families. 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.

Podcast Highlights:·       Listen to Andrew Ladd, a former NHL player and current performance coach, talk about his journey from childhood to the NHL. ·       Discover how his competitive nature and ambition to win played a crucial part in his NHL success and continue to be one of the pillars that drives him forward to success today.·       Learn about his personal experience with injury and mental health struggles and how he overcame them while simultaneously making a difference for others in the sport.·       Andrew shares the impact the 1616 program has on young athletes and the impact it’s had on hundreds of teams.·       Discover how to overcome adversity, discomfort, and challenges with helpful performance advice. About the Guest – Andrew LaddAndrew Ladd is a coach at Novus Global, bringing a wealth of experience and a genuine passion for unlocking the full potential of athletes both on and off the ice. As a retired professional hockey player and two-time Stanley Cup champion, his career serves as a testament to his deep understanding of the game and the resilience required for success.Beyond his achievements in the hockey world, Andrew, alongside his wife Brandy, co-founded the Ladd Foundation and 1616, a holistic mental, physical, and social well-being experience tailored for youth hockey teams. This innovative initiative aims to foster healthy development among young athletes, emphasizing not only their skills on the ice but also their mental and social growth.Andrew's journey from a successful playing career to coaching and philanthropy showcases his multifaceted approach to life. His leadership extends beyond the rink, leaving a lasting legacy in the world of hockey and making a positive impact on the lives of athletes through his coaching, foundation, and community initiatives.About the Host – Kevin PartonKevin Parton, CFP professional, specializes in personal and business financial planning, tax reduction, and estate planning. Kevin diligently concentrates 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.

This episode covers:Market Movements - A deep dive into the S&P 500's performance, Canadian market trends, and the continued dominance of tech stocks.Interest Rates - Insights into Canada's recent rate cut, its impact on fixed income markets, and comparisons with the US Federal Reserve's stance.Investment Strategies - The role of cash as an asset class, private and alternative asset performance, and strategic adjustments in portfolios.Q3 Expectations - What to expect in the typically calm summer months and the anticipated market activities post-Labor Day.  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. 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.

Podcast Highlights:·       The inspiring journey of Jonny Imerman, fighting and beating cancer and co-founding Imerman Angels to help the cancer community with ongoing support.·       The impact of Imerman Angels and how it’s helped approximately 38,000 people through their cancer journeys.·       Dive into the creation of CLŌZTALK; a B-Corp-certified T-shirt company Jonny co-founded with his brother Jeff, with the mission to help more nonprofit organizations share their message through meaningful and ethical T-shirts.·       Celebrating CLŌZTALK's achievement of helping nearly 500 nonprofits get noticed.·       Jonny shares his advice on starting and building meaningful businesses and initiatives with passion at the center for ultimate success. About the Guest – Jonny ImermanJonny Imerman fought testicular cancer for 2 years in the Detroit area in his 20’s. He had a loving family and friends, but he never met another young adult who beat the same cancer. Jonny and a group of like-minded advocates and supporters co-founded Imerman Angels in 2006, a nonprofit that introduces someone fighting cancer to another person who fought the same cancer. Since 2006, Imerman Angels has made over 34,000 matches in more than 110 countries and facilitated endless honest conversations about living with cancer.In 2017, Jonny Imerman and his brother Jeff Imerman co-founded CLOZTALK to raise brand awareness for great nonprofits. CLOZTALK is an online clothing and apparel company that produces and sells high-quality, made-on-demand, charity-branded apparel for nonprofit causes at CLOZTALK.com. Reach out to Jonny through his LinkedIn page. About the Host – Kevin ParsonKevin Parton, CFP professional, specializes in personal and business financial planning, tax reduction, and estate planning. Kevin diligently concentrates 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.

Podcast Highlights:The inspiring journey of tenured Lawyer Digby Leigh and his family.Dive into Digby's remarkable 40+ year legal career and his visionary quest to revolutionize efficiency and pricing structures in the legal industry.The creation of the “Frank Fee” model - a step away from the traditional hourly legal pricing model.How the Frank Fee model has built confidence and transparency for clients that are looking for legal services.The AltFee platform's evolution and its transformative impact on digital pricing models in the global legal industry.AltFee's victory in the start-up tech award at the Legal Tech Conference, one of the largest conferences in the United States hosted by the American Bar Association, marks a significant milestone for this innovative idea. About the Guest – Digby R. LeighDigby started his 40+ year career at a large downtown Vancouver law firm. When the time was right, he opened his first law firm with his partner in 1992 and then founded Digby Leigh & Co in 2005. He’s passionate about making things around him a little bit better every day. Life and the practice of law have been varied and exciting for Digby over the last years, but no matter what the issue, Digby brings a practical, cut-to-the-chase, people-oriented approach to any solution. The experience of acting on very significant transactions lends itself to solving any issue. Digby is focused on building and maintaining relationships as he genuinely enjoys meeting new people and learning about what makes them unique. Learn more about Digby, his work and follow his newsletter Let’s Be Frank on LinkedIn. About the Host – Jason Boudreau 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. 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.

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.

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.

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.

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.

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.

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.

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.

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.

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.