Rajesh Verma

Verma Wealth Management
Rajesh Verma

Investment Advisor

PFP

Building Legacies, Not Just Portfolios.

We go beyond traditional investment strategies.

We are dedicated to supporting high net worth individuals craft their legacies, helping them to meet their goals of not only growing their wealth but to also ensure that it endures for generations to come. 

Phone

Office

(416) 982-8993

Mobile

(416) 834-5347

Office Location

5140 Yonge Street Suite 1600 North York, ON M2N 6L7. map

With 16 years of expertise, I am a trusted investment advisor dedicated to empowering high net worth families, visionary entrepreneurs, and esteemed medical professionals on their financial journeys. I believe in successful wealth management, helping in the preservation and growth of assets for those who have worked diligently to achieve their success. Together, we create tailored strategies that align with your distinct goals, allowing you to confidently pursue your aspirations while I navigate the complexities of the financial landscape.

Certificates

PFP

Languages

English

Hindi

Punjabi

What We Do

What to expect when working with us

Building Net Worth

We've spoken about your goals for the future, and how we can work together to develop innovative wealth strategies to help you build your net worth. To keep you up to date on key financial considerations, I've included some content below for your viewing. If you'd like to discuss any of those topics in further detail, I'd be happy to schedule some time for us to chat.

Protecting what matters

As we've all come to realize over the past year, life is full of uncertainty. That's why it's so important to plan for every life stage now, even the unexpected. To help with that, I've included a few articles below that you may find useful. If you'd like to discuss any of the topics raised in further detail, I'd be more than happy to schedule some time for us to chat.

Leaving a legacy

Leaving a legacy may mean something different to each of us. Whether your top priorities lie in estate planning and trusts orcharitable giving and philanthropy, it's important to have a plan in place. To help you optimize the eventual transfer of your wealth, I've included a few articles below that you may find valuable. If you'd like to discuss any of the topics raised in further detail, I'd be happy to set up some time for us.

We See The Whole You

Managing your wealth and planning for the future requires a genuine interest in your well-being. Your TD Wealth advisor will determine your Wealth PersonalityTM profile and discover your priorities to develop a plan with a multi-disciplinary approach that can help grow and protect your wealth and transition it to those you care about most

Tailored Solutions

Based on your unique circumstances, we'll work with you to understand your goals and unique investment needs to create a wealth plan with tailored solutions.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Article

Money Talk

Cut out the noise.
Hear what matters.
Watch our top story now

Article

Gearing up for 2024: Tax and rule changes coming in the new year

As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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Article

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Federal Budget 2023: What you need to know

Article

Federal Budget 2023: What you need to know

Ottawa released its 2023 federal budget aimed at building on Canada's green energy transition while addressing cost-of-living concerns. Greg Bonnell speaks with Derek Burleton, Deputy Chief Economist at TD, about the government's effort to balance spending demand with fiscal restraint.

PDF

Monthly Perspectives: The Perfect Gift

Read the latest from our Wealth Investment Office

Article

Michael Craig on key investing themes to watch in 2024

As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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