VELA Wealth has acquired McCurdy Financial Planning
Click here to read the full press release on InvestmentExecutive.com
Fort Capital Partners is pleased to announce that VELA Wealth Management Inc. (“VELA Wealth”) has acquired McCurdy Financial Planning Inc. (“McCurdy Financial”), marking a significant milestone in VELA’s growth strategy and its goal of reaching $2 billion in assets under advice (AUA) by 2030.
Founded by Diane McCurdy, McCurdy Financial has built a strong reputation for trusted advice and long-standing client relationships. The firm will continue to operate under its established brand as an independent subsidiary, led by President Brandon Epp, ensuring continuity for clients and advisors.
Jason Boudreau, Founder of VELA Wealth, noted that the acquisition reflects the firm’s commitment to cultural and values alignment: “We are honoured to carry forward McCurdy Financial’s legacy while providing additional structure and resources to support its team.”
Clients of McCurdy Financial will benefit from VELA’s broader resources, enhanced systems, and shared client-first philosophy.
Fort Capital Partners acted as financial advisor to VELA Wealth.