Our goal is to combine the best elements of financial planning, investment management, and client support into a unique offering that is centered on your priorities. Through expertise and dedication to process, we provide clients with a combination of results and clarity that truly afford peace of mind.
Verus Financial at Scotia Wealth Management strives for transparency in its dealings with clients. Central to our client relationships is the premise that working together is a mutual engagement: both parties must fully understand each other to achieve success. This is important in order to provide our exclusive client base with the best possible services. Consequently, this website is designed to provide a unique understanding of the competitive advantages of Verus Financial.
The service you deserve
The following outlines our commitment to you, as a valued client of Verus Financial:
We offer a proactive, planned approach to helping you achieve your investment objectives. We do this with integrity, passion, and a relentless commitment to goal attainment. You will receive honest, ethical and objective investment advice and value-added insight as we work together to grow and nurture your wealth.
We are able to provide the most comprehensive, well-researched recommendations to achieve your goals. We pursue exclusive information channels that produce proprietary research. Armed with highly accurate information, we can provide exceptional results. A key strength of our team is its ability to profit from both good and bad news, identifying opportunities to buy and sell gainfully. We research individual companies and their prospects, relentlessly pursuing opportunity.
Our recommendations are based on a thorough understanding of your needs and priorities. Our sophisticated financial planning program allows us to build a comprehensive plan; mapping out your current income and expenses, while also projecting future cash flows. A regular review of your net worth statement and asset allocation help uncover needs and opportunities that should be addressed immediately.
< Financial Planning from Scotia Capital
< Banking Services from Private Banking, The Bank of Nova Scotia
< Protection from Scotia Wealth Insurance Services Inc.
< Estate and Trust Planning from Scotiatrust, The Bank of Nova Scotia Trust Company
< Investments from Scotia Wealth Management, a division of Scotia Capital Inc.
We initiate regular face-to-face performance reviews to ensure all pertinent matters are being addressed and that you are on track for meeting your investment objectives. We host semi-annual strategy luncheons that provide a broad market outlook, as well as specific insight from our portfolio managers. Exclusive to clients of Verus Financial, you will receive a complimentary, quarterly publication entitled Verus Wealth Notes. Verus Wealth Notes provide commentary on the current economic environment as well as a discussion of recent positioning changes in the Verus SMA/IMA mandates.
Our highly trained and dedicated team is committed to client service. We will respond to your inquiries immediately and aim to have a resolution no later than the end of the next business day.
We strive to take the guesswork out of your record keeping by making your bottom line as clear as possible. Monthly statements (or quarterly if there is no account activity) provide a picture of your entire situation in an easy to understand format. In addition, clients in our managed asset program will receive Quarterly Performance Reports.