We each have unique goals for our investment strategy

Each investor may develop and execute different investment strategies based on age, risk or preferences

At Veritas, we have the right investing strategies and stages for you.

Select your stage and explore different options:

  • Accumulation – this is the stage you are looking to ensure your money will work for you
  • Pre-Retirement – the time has come to begin planning for income after retirement
  • Retirement – ensuring the ‘golden years’ will be golden is a priority
  • Legacy – leaving assets to family and others requires planning

Knowledge Is Power…Be Empowered!

Knowledge is power when it comes to investing, and our priority is to empower you you invest wisely. We make learning easy but we also make it a priority. Every client must be part of the investment decision making process. But not before you fully understand the details of how your money will be working for you.

  • Take this 20 Questions assessment to see where you need the most support

Contact us today to set time for an initial consultation.