Who We Are
Vered Wealth Management (Canada) Company Limited is an independent investment firm that dedicated to offering carefully curated investment solutions and value-added services.
Our brand, “Prudence,” “Wisdom,” “Solution,” speaks to the careful attention we pay to tailor an investment portfolio to meet your needs and the humble, hardworking approach we bring to the stewardship of our clients investment assets.
At Vered, we evaluate global investment markets quickly, efficiently and continuously to look for hidden opportunities and manage risk. We always look to the future to provide you with improved solutions and better ways to invest.
Our Philosophy
Value investing – We look for long-term investments. We avoid short-term nosey and speculative investing.
Global diversification – Portfolios are structured by different asset classes and strategies from different regions.
Active management – We employ a dynamic approach with combined top-down asset allocation and bottom-up security selection.
Sophisticated risk management – We employ tactical risk management tools to manage the risk. Low-risk growth is our priority.
Disciplined investing – Execution of pre-defined investment strategies with ongoing monitoring and rebalancing.
What We Do
- Fee-Based Portfolio Management
- Cash, Margin, Corporate, and Estate Accounts
- RRSP, RESP, RRIF, TFSA, and FHSA Account
- Family Trust Accounts
- Retirement and Estate Planning
Working closely with our partners*, we can also refer you to the services below.
- Tax planning
- Trust managing
- Estate planning
- Philanthropic planning
For more information, please contact with our IAs.
*Our partners are NOT members of CIRO or CIPF.
VWMC Team
VWMC Business Partners
