Let us help you create the life you’ve earned. We have the expertise required to navigate life’s trickiest transitions and create enduring family legacies for generations to come.
From personalized investment portfolios to in-depth financial planning to nurturing your business transition;
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1 customer review
Mia S
I had a great experience working with the Verus team. From the start, they really made me feel like they cared. Cody, in particular, took the time to have a thorough chat with me about my needs, and then he put together an incredibly detailed report that laid out the whole wealth planning process. It was super helpful and gave me a clear picture of where I stand financially, but more importantly knowing that I’m in good hands moving forward. More...
What do you love most about your job?
What we love most about our job is the profound impact we can have on people's lives. There's a deep sense of fulfillment that comes from helping individuals and families navigate the complexities of their financial worlds. The opportunity to provide guidance, support, and clarity to people as they work toward their financial goals and dreams is incredibly rewarding for us.
Every client's story is unique, and being able to play a part in their journey towards financial security, stability, and success is what motivates us every day. It's about more than just numbers; it's about building relationships, understanding dreams, and witnessing the positive changes that our assistance can bring to someone's life. The gratitude and trust that clients show in return are not just gratifying; they're a powerful reminder of the impact we can have by genuinely caring and providing tailored solutions to help them achieve their aspirations.
What inspired you to start your own business?
Our competitive nature means we live for the wins—those moments when we craft a unique strategy or approach that propels others forward. Standing in front of our clients, sharing in their excitement about the future, is what drives us. Our passion is creating victories for each person we work with, helping them on a deeply personal level to achieve security, success, and financial stability. Our wins go beyond financial figures; they're about the lives, hopes, and dreams of the people we assist. And our greatest rewards? They come in the form of hugs and kisses from our clients, the ultimate signs of their trust and appreciation.
Why should our clients choose you?
Clients should choose us because we offer a unique blend of personal commitment, professional expertise, and a genuine desire to see them succeed. Our approach is not just about numbers; it's about understanding each client's individual goals, dreams, and challenges. We craft personalized strategies that go beyond traditional financial advice, focusing on comprehensive solutions that encompass every aspect of their financial well-being.
Our team's expertise is matched by our dedication to building lasting relationships based on trust, transparency, and shared success. We're not just advisors; we're partners in our clients' journeys, celebrating their wins as if they were our own. By choosing us, clients gain more than just financial guidance—they gain a dedicated team committed to helping them navigate every stage of their financial journey, ensuring they're well-equipped to make informed decisions for their future and the future of their families.
Can you provide your services online or remotely? If so, please add details.
Yes, we can provide our services online or remotely, ensuring that our clients receive the expert guidance and support they need, regardless of their location. By leveraging the latest technology, we can conduct comprehensive video consultations, meetings, and reviews, allowing for a seamless and interactive experience that mirrors in-person engagements.
Portfolio Management
We take great pride in offering a personalized, independent, and discretionary investment service that is tailored to the unique needs, aspirations, and projects of your family. With over 40 years of meticulous investment practices and guiding principles, we have established ourselves as a leading provider of portfolio management services in Canada, continually striving to meet our clients' highest expectations.
Financial Planning
At Verus Financial, we transform goals into realities through meticulous financial planning. Recognizing that a dream without a strategy is merely a wish, we've dedicated over 40 years to crafting personalized, adaptable financial plans. Our comprehensive approach includes a personalized roadmap, budgeting, cash flow analysis, and retirement projections, ensuring a well-rounded strategy for your wealth. Embracing the unpredictable nature of life, our plans are designed to evolve with you, providing peace of mind and clarity. Experience the benefits of disciplined, holistic financial planning with Verus Financial and secure your family's future by turning your dreams into achievable plans.
Estate Planning & Trusts
At Verus Financial, we understand that tomorrow is a precious gift, not a promise. While cherishing moments with loved ones is vital, it's equally important to secure their future through a well-crafted estate plan. Our estate planning service ensures your wishes are respected and your family's well-being is protected, minimizing misunderstandings and optimizing asset transfer. With our comprehensive approach, including trusts, we provide solutions tailored to your unique circumstances, ensuring your assets are managed and transferred according to your desires. Entrust us with your estate planning needs and gift your family the peace of mind they deserve, safeguarding their future and honoring your legacy
Banking and Lending Solutions
At Verus Financial, partnered with National Bank of Canada, we offer robust banking and lending solutions tailored to your personal, business, and commercial needs. Leveraging the expertise and resources of one of Canada's premier banking institutions, we provide a spectrum of services—from personal banking enhancements and lending options to comprehensive commercial financial strategies. Our goal is to integrate banking and lending solutions seamlessly into your overall wealth management plan, ensuring they align with your unique circumstances. Whether it's managing day-to-day finances or facilitating major commercial transactions, our team is committed to delivering solutions that support your financial journey.
Family and Business Legacy Planning
At Verus Financial, we recognize the profound connection between family legacies and business success. Our expertise, rooted in our own family business history, empowers us to offer specialized guidance for sustaining and growing your family's wealth and business legacy. We focus on open communication, education, and a structured approach to governance and values, ensuring your legacy thrives through generations. Our comprehensive planning extends to your business, addressing key aspects like shared vision, transition planning, and successor identification. With Verus Financial, you're not just planning for the next generation; you're building a lasting legacy that reflects your family's values and achievements.
Tax Planning
At Verus Financial, we emphasize the significance of strategic tax planning in safeguarding and enhancing your wealth. Our dedicated in-house tax experts collaborate closely with other professionals to tailor tax strategies that align with your unique financial landscape, ensuring optimal wealth management. Tax planning is not just about addressing today's tax obligations but also about preparing for future changes in tax laws and your personal circumstances. By integrating our Unified Managed Household platform and comprehensive annual reviews, we aim to maximize your after-tax returns, helping you achieve your financial goals while securing your legacy for tomorrow. Let us help you navigate the complexities of tax planning to fortify and maximize your legacy.
Insurance Planning
At Verus Financial, we understand that your achievements and wealth are the results of your dedication and hard work. Our priority is to safeguard your accomplishments through personalized insurance planning, crafted by our expert team to align with your specific needs. Insurance planning is crucial for identifying potential risks in your life or business and securing the right coverage to ensure peace of mind. Our approach not only aims to protect but also optimize your financial health, addressing unique family or business legacy challenges with tailored solutions. Embrace a future where your hard-earned wealth and efforts are shielded from the unforeseen, ensuring your legacy endures. Contact us to fortify your financial journey with strategic insurance planning.
Philanthropy
Embark on a journey to make a meaningful impact with Verus Financial's integrated philanthropy services. Our expertise lies in weaving your philanthropic aspirations into your comprehensive financial, tax, and estate planning, ensuring your charitable efforts resonate with your personal goals. Whether you're passionate about fighting poverty, advancing education, or preserving heritage, we tailor our advice to your unique vision. From direct donations to establishing your private foundation, we guide you in choosing the most effective philanthropic strategies. Let's collaborate to craft a legacy of change and generosity. Contact Verus Financial to transform your philanthropic dreams into reality.
Divorce Analysis
separation. Verus Financial offers expert guidance through Certified Divorce Financial Analysts (CDFA), specialists trained to assess and explain the long-term financial effects of divorce. Our CDFAs, certified by the Institute of Divorce Financial Analysts, provide crucial insights into property division, retirement plans, tax implications, and more, ensuring a settlement that addresses your financial future comprehensively. Whether it's understanding immediate financial impacts or planning for long-term stability, our CDFA professionals are here to support and clarify every step of the divorce process. Contact Verus Financial for a clearer financial path through divorce.
