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.

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.

Trending Articles

Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.

Article

8 not-so-secret ideas to help you grow your RRSP

Contributing to a Registered Retirement Savings Plan might be the easy part: Incorporating your RRSP wealth into your larger financial plan may be complex. Here are 8 intricate situations and some ideas that you should know about.

Article

Parliament on pause: What’s happening with taxes now?

Parliament has been prorogued until March 24, 2025, sending a number of previously announced tax proposals into limbo. Nicole Ewing, Principal, Wealth Planning Office, TD Wealth, shares some insights to better understand how the shutdown of Parliament could impact Canadians’ financial planning.

Article

Michael Craig on market implications of Trump’s tariff announcements

Markets have been roiled after U.S. President Donald Trump followed through in announcing tariffs against Canada, Mexico and China. Michael Craig, Managing Director and Head of Asset Allocation and Derivatives with TD Asset Management, speaks with MoneyTalk’s Kim Parlee about the potential implications and what to expect from global markets.