The Polestar Podcast

The Polestar Podcast

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.

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Episoder(42)

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 importan...

11 Apr 202438min

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 strat...

1 Mar 202425min

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 busin...

15 Feb 202441min

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 an...

24 Jan 202436min

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, focu...

8 Jan 202432min

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, a...

9 Nov 202320min

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...

28 Jun 202333min

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 curren...

12 Jun 20231h 14min

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