Overview

VELA Wealth

Information by Research TrustFinance

https://velawealth.com/

VELA Wealth is a Canadian multi-family office and wealth management firm founded on the principle of providing comprehensive and integrated financial stewardship. The firm was established by two founding families seeking a more holistic approach to managing their own wealth, which evolved into a service for other affluent families. VELA's mission is to simplify the complexities of significant wealth by offering a coordinated team of in-house experts in financial planning, investment management, tax, and estate planning, acting as a personal CFO for its clients.

Founded in
Canada

Canada


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service