Vancouver’s Premier Wealth Management
Your wealth deserves a family-first approach
Personalized, multi-generational wealth management for select families in Vancouver and across Canada. We limit our practice to fewer than 100 relationships — so you always get our full attention.
Why Verus
Grow your wealth with a dedicated advisor
Every family is unique. We build strategies that reflect your goals, values, and vision for the future — backed by decades of multi-generational expertise.
Portfolio Management
Strategic portfolio construction designed to grow and protect your family’s wealth across market cycles.
Financial Planning
Comprehensive financial plans that align your investments, taxes, and goals into one cohesive strategy.
Tax Optimization
Year-round tax strategies to minimize your burden and maximize your after-tax returns.
Estate planning
Preserve and transfer your legacy with strategic trust management.
Our Story
A family business serving families
Since 1985, Verus Financial has provided holistic wealth management from our home in Vancouver. As a multi-generational family business, we bring the same care to your family’s wealth that we bring to our own.
Our Process
A proven path to financial clarity
Our comprehensive approach ensures every aspect of your financial life works together.
01
Discovery
We take the time to understand your family, goals, and financial situation in depth.
02
Strategy
We design a customized portfolio and financial plan tailored to your life stage.
03
Implementation
We execute with precision, optimizing for growth, income, or preservation.
04
Ongoing partnership
Regular reviews and proactive adjustments as your life and markets evolve.
Client Testimonial
Trusted by generations of Canadian families
Hear directly from our clients about how Verus Financial has helped their families build, protect, and grow their wealth across generations.
Based in Vancouver, serving all of Canada
Ready to take the next step?
Book a complimentary 20-minute consultation and discover how a dedicated advisor can transform your financial future.
FAQs
Common questions
Have questions about working with Verus Financial? We have answers.
Unlike many advisors who juggle hundreds of clients, Verus Financial limits our practice to fewer than 100 family relationships. This means you get deeply personalized attention, a holistic strategy that covers every aspect of your financial life, and a team that truly knows your family and your goals.
Absolutely. During your initial consultation, we will match you with an advisor whose expertise aligns with your needs. Our team works collaboratively, so you benefit from the full depth of our collective experience while having a dedicated point of contact.
We believe in full transparency when it comes to fees. During your consultation, we will walk you through our fee structure in detail so there are no surprises. Our pricing reflects the comprehensive, personalized nature of our service.
We offer a diversified range of investment vehicles including equities, fixed income, alternative investments, and more. Every portfolio is custom-built around your risk tolerance, time horizon, and financial goals — never a one-size-fits-all approach.
We schedule regular quarterly reviews, but your advisor is available anytime you need to connect. Whether it is a quick question or a major life change that impacts your financial plan, we are here for you.