Podcast Highlights:
About the Guest – Nicholas Drake, BDC
Nick Drake is a Senior Director in BDC Capital’s Growth & Transition Capital group in Vancouver where he focusses on providing cash flow loans, mezzanine debt and quasi-equity solutions to BC’s entrepreneurs. Before joining BDC Capital in 2018, Nick spent 10 years with a US headquartered Private Equity firm where he spearheaded the acquisition of more than 15 Canadian businesses and served on the boards of the Canadian platforms. Nicholas earned his Engineering and MBA degrees at UBC and is registered as a non-practicing Professional Engineer with EGBC.
About the Host – Rob Wallis
Rob has been providing expert planning and strategic advice for nearly 20 years and has been with VELA Wealth since 2016. He is a detail-oriented strategist with a proven track record. Rob 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. A methodical and analytical thinker, Rob compassionately navigates clients through the complexities of a thorough financial planning process ensuring that they feel understood and supported throughout. Prior to joining the VELA team Rob worked in various client management, technical financial analysis, and financial planning roles both in Canada and the UK. Rob holds a BSc (Hons) in Investment & Real Estate Finance from the Cass Business School in London. British born and raised, Rob is a globe-trotting travel enthusiast who loves spending time with his family hitting the slopes and hiking.