Veritable Wealth Advisory is an independent financial advisory firm serving affluent families with comprehensive, tailored guidance designed to connect their wealth with their goals. Its team-based approach brings together expertise across financial planning, investments, insurance, taxes, estate considerations, cash flow, and goal-setting. The firm works with clients from planning and implementation through ongoing wealth preservation, aiming to provide a coordinated experience across their financial lives.

Veritable also offers access to investment opportunities beyond traditional stocks and bonds through Veritable Investment Management, including alternative and institutional investments such as real estate, private equity, mortgages, and private debt. Investment services are provided through Veritable Investment Management, an approved trade name of Aligned Capital Partners Inc., a full-service investment dealer and member of the Canadian Investment Regulatory Organization and the Canadian Investor Protection Fund. Financial planning, insurance, and tax preparation are provided separately through Veritable Wealth Advisory. The firm identifies as a fiduciary and says it places clients’ interests first.