The Polestar Podcast

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 t...

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 Gu...

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...

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 Philos...

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...

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 challengin...

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...

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 o...

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...

In this episode of the Polestar Podcast, you can expect to hear about:   What themes are influencing current asset allocation? How interest rates are affecting growth and returns right now? What value and role fixed income assets are playing in portfolios? While interest rates decrease, how does this affect growth prospects? What are the portfolio alternatives right now? Is crypto dead as an asset...

In this podcast, we will discuss: The journey of Three Shores Development  Important qualities to form a good partnership The discipline to say “No”  Defining success at different stages of life Tolerating uncertainty through acceptance and planning  Setting goals and having the discipline to achieve them Balancing work and family as a full-time entrepreneur    About the Guest – Mehdi Shokri  Mehd...

In this episode of the Polestar Podcast, we will talk about: The Earth Group Story Challenges of the business through Covid and post-pandemic recovery plan for success. Environmental benefits of using aluminium. Setting up partnership with the United Nations WFP and well-known brands around the globe. Advancing tenacity and resilience regardless of obstacles and other’s discouragement And much mor...

This episode of the Polestar Podcast features:     Things to consider before selling your business Assessing personal and business readiness  Common misconception about the true value of the business.  The importance of involving professionals Smart tips to protect your interests And much more!

This episode of the Polestar Podcast features:     ·       How has the pandemic changed people’s priorities? ·       What defines a successful in life and in business?  ·       Why should business owners and entrepreneurs consider specialized consulting services? ·       Individual pension plans for entrepreneurs  and Tax-advantageous structures. ·       Key things to enhance the financial perform...

In this episode of the Polestar Podcast, we will talk about:  The entrepreneurial journey, and the switch from the tech to a consumer retail space. Gunkii tongue scrapper and its shared responsibility to serve those with lesser means. Jayesh definition of success and what he does in order to achieve his goals.  The philosophy behind failure and uncertainty.  And more! About the Guest – Jayesh Parm...

This Polestar Podcast Investment Update episode features the following:   A market commentary on the second quarter of 2022. How inflation affects economic growth potential? The correlation between the US and Canadian markets? What assets to hold in your portfolio and how to properly allocate them? Well-performing stocks in Canada to keep an eye on. About the Guest – Keith Allan Keith Allan, CFA,...