Jason Boudreau, CLU, CFP
Principal, VELA Wealth Management Inc.
Jason has built VELA Wealth into an established life and estate planning firm, guiding families as they make meaningful choices at the intersection of life and wealth.
More specifically, Jason’s areas of expertise include intergenerational wealth transfer and estate planning with a focus on advanced insurance-based solutions that incorporate philanthropy and legacy planning. Leveraging these specialties, he brings a fresh perspective and outside-the-box thinking to the strategic planning process. His satisfaction comes from watching clients fulfill their vision of life and create impact with their wealth, knowing that VELA played a role in bringing that vision to fruition for the benefit of current and future generations.
Jason is a long-standing, active member of CALU (The Conference for Advanced Life Underwriting), the leading advocacy group promoting the financial health of Canadians and influencing sound public policy. He is a sought-after speaker and contributor to a number of regular publications.
Jason supports the community as an active member of the Rotary Club of Vancouver and board member of the Thunderbird Football Association.