Adding value since 1985. We’re investors not closet indexers.
You've worked hard to get where you are and you need a strategic research and wealth management team that has your best interests in mind. With over 155 years of combined financial experience and a vast educational background, we offer a team-based approach to investing and superior service for your individual needs.
Our philosophy includes:
A Dynamic Team
Through our Scotia Wealth Management specialists, our team offers some of the best wealth management talent in financial planning, private banking, wills and trusts, insurance, philanthropy and tax efficient planning. Since 1985, the professionals at Verus Financial have demonstrated exceptional strength, leadership and guidance.
Trust, Integrity and Dedication
Verus is the classical Latin word that means true, well-founded, real and genuine. This word explicitly describes Verus Financial. We have a trust wealth management process combined with well-founded research that produces real results by a dynamic group of genuine professionals.
Superior Risk-Adjusted Returns
Verus Financial at Scotia Wealth Management was cultivated from a compelling passion for transparency in portfolio management and the commitment to delivering superior risk-adjusted returns for our clients. Verus Financial has set itself apart from the competition by creating investment portfolios that have been designed for the benefit of you, the investor.
A Total Financial Solution
Our goal is to combine the best elements of financial planning, investment management, and client support into a unique offering that is centered around your priorities. Through expertise and dedication to process, we help clients achieve a combination of results and clarity that truly affords peace of mind.
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Strategy notes - May 17, 2019
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A Fund’s Smart Bets on Microsoft, Mastercard, Visa
Sarah MaxJanuary 25, 2019 | Barron's Dan Davidowitz. Photograph by Kayla Mendez It is surprising, perhaps, that...Read More
Market Update Video - January 30, 2019
Verus Financial Client Appreciation Luncheon at The Arbutus Club - January 30, 2019 ...Read More