Welcome
On behalf of our entire team, I would like to welcome you as a valued client of Vered Wealth Management (Canada) Company Limited. We are thrilled to serve as your trusted advisors and look forward to providing you with exceptional service and professional guidance in growing and managing your investments. Our team is passionate about tailoring a portfolio to meet your financial goals and bringing added value to your investments.
This site provides you with access to important documents related to your account with us.
It also provides access to important information from the Canadian Investor Protection Fund and the , specifically their Investors Guide to Making a Complaint, which we are required to deliver to you under applicable securities laws.If you have any questions specifically related to your account or need assistance with registering online for the client secure site, please contact your Investment Advisor.Thank you for choosing Vered Wealth Management (Canada) Company Ltd
David Lu
Click on the links below to access important documents related to your account at Vered Wealth Management (Canada). You can print or save the documents, or bookmark the site for future viewing.
Vered Wealth Account Documents
- Account Terms and Conditions Booklet
Information about the terms & conditions governing your account - Relationship Disclosure Document
- Conflicts of Interest Statement
- Complaint Resolution Process
Investor Protection Information
- Canadian Investor Protection Fund Brochure
Information on the Canadian Investor Protection Fund - Opening an Investment Account
Canadian Investment Regulatory Organization (CIRO) Brochure - How CIRO Protects Investors
Canadian Investment Regulatory Organization (CIRO) Brochure - How to Make a Complaint (Brochure)
- Avoiding Fraud and Protecting Your Investments
- Understanding Risk
- Strip Bonds and Strip Bond Packages Information Statement
