• A unique business model operated entirely by professionals. 
  • A strong reputation throughout the financial community. 
  • An orientation toward high net-worth individuals such as professionals and business owners. 
  • A willingness to develop strong relationships with all our clients. 
  • An array of easy-to-understand, fully customizable products and services. 
  • An ability to grasp client needs and align them with our products and services. 


Our mission is simple: we want to make your life better. As a high net-worth individual, you probably focus more on your career or business than on tax and corporate structures. 

But if you treat wealth as an afterthought, you may lose out on worthwhile opportunities. Like everything else in life, wealth needs to be managed. That’s where we come in. 

Helping you make good financial decisions is our bread and butter. We do what we do best to ensure that you are able to devote your time and energy to doing what you do best. 


Our vision is to be the best at what we do. We strive to be the go-to company for the products and strategies we offer and the people we aim to serve. 

Our long-term vision is to grow organically. We don’t advertise . . . because we don’t have to. 

We already have a reputation for making clients our highest priority. Long term, we plan to make Veridian, Canada’s favourite financial service provider.