At Verus Financial, we dare our clients and families to dream. But dreams are only dreams unless they are clearly articulated and have a diligent plan in place for achievement. Only then can dreams become reality. Our process begins with an in-depth discovery into your family and life.
Holistic Family Wealth Solution
Our holistic and family orientated process is at the center of how we deliver on our commitments to you. It is also one of the key elements that separates us from most wealth management firms in Canada.
With an extreme dedication to process, we work together with you, your family and our specialists to determine what matters most and deliver solutions that are aligned with your goals and dreams. We do this with integrity, passion, and a relentless commitment to goal attainment.
The Verus Financial Family Total Wealth Process
For over 40 years we have helped families realize their dreams. Our comprehensive, disciplined, and adaptable process has produced real results for real families.
After a clearly articulated Dream Board has been created, we are then able to take your families priorities and specifically plan around them. This starts by implementing our unique team-based approach. In collaboration with you and our team of experts, we work together to find unique strategies and solutions to help achieve your goals. This involves consulting the nine areas of expertise in our wealth management offering.
From the solutions and insights provided by the collaborative efforts of our experts, we are then equipped to design a customized strategy around your priorities. Unique needs, projects, and dreams all require different strategies. Our tailored solutions begin and end with your family goals. Ensuring our plan and strategy is designed to meet each of your goals, in its desired priority is the overall objective. With our relentless commitment to goal attainment, we are here for this challenge.
Life is unpredictable. There’s no avoiding it. Therefore, the ability to adapt and move in a different direction is essential. Our process is designed to be highly adaptive to the many obstacles that life throws our way. Also, we understand that as you and your family move through different stages of life, your goals and objectives evolve as well. With the constant maintenance and oversight of your wealth, we can be proactive in adjusting to your desired objectives and the strategy behind it.
At the end of the day, a good process is one that is fluid; not static.
Our Promise
World Class Portfolio Management
At Verus Financial, we strive to be different. We don’t want to be all things to all people. We create bespoke portfolios that offer the apex of investment management to high-net-worth families.
Superior Risk-Adjusted Returns
Verus Portfolios have provided superior risk-adjusted returns for our clients. Results matter. We are here to deliver.
Protecting You on the Downside
At Verus Financial, we pride ourselves on having managers with some of the best downside capture ratios in the industry. Sometimes in investing, it’s not how much you make. But rather how much you keep.
Reporting and Researching
You’ve worked hard to accumulate wealth for your family. You deserve reporting and research that provides full transparency and peace of mind. Our state-of-the-art reporting and diverse research provide you and your family with the information needed to assess your wealth.
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