1 First Canadian Place
38th floor, P.O. Box 150
Experience is the distinguishing characteristic of the Verma Mazzone Wealth Management Group, and it is that experience which will earn your trust and bring your goals within reach. Each of the team members brings to the table a wealth of knowledge - from portfolio management and investments, to insurance, tax, estate and wealth planning. Service is what drives our dedicated and disciplined team in growing your investments, communicating goals, and designing effective strategies towards attending every aspect of your financial future.
The Verma Mazzone Wealth Management Group is comprised of highly experienced and talented professionals in all areas of financial management. The capabilities of each team member ensure that you receive unparalleled, worry-free service and advice. We are true investors - not speculators, and our long-term view of markets allows us to look beyond current fluctuations and achieve results. We are aligned with and focused on your success, and we care about your financial security and future.
Investment Advisory – Tailored comprehensive investment strategies to meet your objectives, while managing risk.
Wealth Planning – Your comprehensive wealth plan sets the framework and helps you stay on track to accomplish your goals, and measure our success. Our team of experts drafts and implements a plan that suits your unique needs.
Estate Planning – Our Estate Planning team works with you and your advisors to ensure that we achieve your personal, family and corporate goals.
Service – We put our clients first. We look beyond your investment portfolio to bring together the lifestyle you have and the life you want. We have invested time and resources into developing a team that can successfully serve you. We are confident you will experience an exceptional level of care and commitment - not just the first time we meet, but every time.
Discipline – We strive to protect and build long-term client relationships. By following a disciplined investment approach that is supported by the research of BMO Capital Markets Inc., we construct and invest in portfolios to build and sustain wealth over the long term.
Communication – We are dedicated to communicating consistently with our clients, and respond to all concerns and queries promptly. We provide quarterly updates as well as comprehensive annual reviews to keep you informed.