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Portfolio Management

Portfolio management for enduring family legacies

Investment portfolios built for you

Verus Financial was cultivated from a compelling passion for transparency in portfolio management and the commitment to deliver superior risk-adjusted returns.

We pride ourselves on providing a fully customized, independent, and discretionary investment solution centered around your families needs, projects, and dreams. For over 40 years, our diligent investment process and philosophy has allowed us to offer our clients the apex of portfolio management in Canada today.

The Verus five “P” framework

To achieve long-term investment success, it’s essential to have a robust portfolio management approach in place. Our approach is built on five key pillars: people, philosophy, platform, process, and performance.

By leveraging the skills and experience of our expert team, adhering to our proven investment philosophy, utilizing advanced platforms and technologies, following a well-defined investment process, and constantly monitoring our performance, we can help our clients secure their family legacies for generations to come.

With our comprehensive and results-driven approach, we provide our clients with the peace of mind that comes with knowing their investments are in capable hands.

The Verus Financial investment experts are well-equipped with the skills, experience, and expertise necessary to make informed investment decisions on behalf of our clients. We couple that with a robust line-up of unique and independent portfolio management teams that focus on deliver results in their specific asset class/area of expertise.

Having a philosophy in investment management is paramount. It serves as a guide for the fundamental principles that ultimately compel action. In essence, it’s the blueprint to achieving success. Each area in our investment philosophy works together in a cohesive unit to promote synergy and provide clients with the results they deserve.

  • Our state-of-the-art Unified Managed Household (UMH) platform enable us to deliver one of the most comprehensive and robust portfolio solutions in Canada. With our philosophy guiding the way, we built this unique platfom to brings all of those key elements together into one solution for you.

At Verus Financial, portfolio management is as the core of what we do. We have designed a unique process that is executed with extreme discipline and proactively adapts to changing circumstances to produce real results for our families.

Our primary focus is on delivering results for our clients. We constantly monitor our performance and make adjustments as needed to ensure that we are achieving your investment objectives. By providing regular updates and transparent reporting, we keep you informed and engaged in the investment process, ensuring that you have a clear understanding of the progress we are making toward your financial goals.

Our guide

Verus Financial sets itself apart from the competition by creating investment portfolios designed for the benefit of you, the investor. We have a proven a repeatable process and framework that delivers real results to you are your family.

Learn more about our portfolio management process and framework by downloading our free guide below.

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; we provide the expert advice and holistic wealth management you need to feel confident in your family’s future.