Our
Services

Investment management

Navigating the world of investments like sailing a ship. Sure, you could go it solo—but you’ll be the captain, crew, and navigator, all at once, juggling maps, hoisting sails, and hoping the weather holds. On the other hand, with Verecan as your captain, you can relax on deck. With seasoned expertise, we’ll chart the course, steer through financial storms, and find hidden treasures of opportunity. Our portfolio managers are skilled, knowledgeable, and experienced; they plan for any ups and downs that might come your way. That means you can enjoy the ride, knowing your financial voyage is in expert hands.

Financial
planning

When we build a financial plan we start by helping you focus on creating realistic, achievable goals that suit you, your family, or your business. Don’t worry, we’re not going to tell you to survive on ramen and your neighbour’s WiFi for the next 20 years to reach your financial goals. Life and financial planning are all about balance. We figure out who you are and what you want out of life, and then we set about finding the best path to your goals. We provide personalized solutions around savings, investments, retirement planning, and more. Our team will ensure nothing is overlooked and that you have a plan that will put you on a path for your best financial future.

Mortgage
services

If you’re like most people, your home is your single largest purchase, and a misstep in choosing a mortgage can have a long-term impact on your financial goals. Our team is committed to simplifying the mortgage process for you, offering expert guidance and unbiased advice about mortgages. Whether you’re a first-time buyer or looking to refinance, we leverage our extensive network of lenders to secure competitive rates and terms that get you the best possible options. And as with every service we offer, we’ll help you make a decision that aligns with your unique financial plan.

Verecan Mortgage Services is powered by Concierge Mortgage Group #12179, a network partner of Mortgage Intelligence.

Insurance

Insurance isn’t like an umbrella—what works for one person doesn’t necessarily work for everyone. It’s why you need someone who takes the time to truly understand what your unique needs and financial goals are. Whether you need term or permanent life insurance, disability, critical illness, travel, or health insurance, we tailor our recommendations to suit you, with a wide range of customizable options. Life insurance is complicated—but with our help, you can be sure that your legacy remains intact and your loved ones are well taken care of. Oh, and if you’re a business owner? We can also help you with your insurance needs, from key person policies to group benefits plans.

Tax
preparation

For clients of other Verecan Group companies, an added benefit of our tax preparation service is that we have a comprehensive perspective of your entire financial world, allowing us to explore tax-saving opportunities with an insider’s view. You can trust us to navigate intricate tax regulations while you enjoy peace of mind and financial confidence. An error on your tax return and it could cost you, and CRA doesn’t have much of a sense of humour when it comes to mistakes. Our dedicated team of certified tax professionals has a deep understanding of the complexities of the Canadian tax system, ensuring accuracy and maximizing your eligible deductions.