Kevin England - A Life Steered by Passion And Community

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 Allan

Keith 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 Parton

Kevin 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 England

Kevin 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 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.

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 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.

About the Host – Kevin Parton

Kevin 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 Bogzaran

Faramarz 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 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.

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 Allan

Keith 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 Parton

Kevin 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 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.

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.

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 overview
• Importance of seeking a second opinion
• What to expect from the interest rates in the nearest future? 
• And more

Disclaimer

The 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 Pultr

Dan 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 Wallis

Rob 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.

In this episode, we’ll discuss: 

• Merger & Acquisition deals in North America
• Who 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 McGregor

Lorraine 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 Wallis

Rob 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.

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 Seif

CEO of Purpose Inc.
CEO of Purpose Unlimited

Som 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 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.