OUR CLIENTsOur clients are more than just a name on a spreadsheet
An exclusive high net-worth family client base
At Verus Financial, we take care of an exclusive group of high-net-worth families. With less than 100 family relationships, we have the unique ability to truly offer our select client base with not only the highest quality of service, but also the apex of wealth management in Canada today. Our clients are more than just a name on a spread sheet; they are part of the Verus Family.
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CLIENT TESTIMONIAL What our clients are saying
Key features of our client base
Our Clients ―Our Clients and Families
The majority of the affluent families we work with have already achieved a high level of financial success. Our families have a high level of investable assets, usually coupled with significant real-estate and corporate holdings. Protecting and preserving the massive accumulation of wealth for our families is usually the top priority.
Diverse Professional Backgrounds
Our select group of families have a multitude of different professional backgrounds. Some of the types of families and clients we service are as flows:
- Entrepreneurs and Executives
- Directors of corporations
- Professionals such as lawyers, doctors, and accountants
- Artist, professional athletes, and other public figures
Regardless of how your wealth has been created, our uniquely tailored solutions are designed for sophisticated financial needs.
It’s all about family:
Family wealth management is at the heart of what we do. We have a multi-generational approach where all members of the family are part of the process. The majority of our families now have three generations onboard with us.
Our vast experience and expertise in multi-generation wealth management gives our clients the peace of mind they deserve. If you and your family are interested in joining our select client base, contact us today. We are happy to connect to see if the relationship is a good fit for both parties.