Our History in Midtown Toronto
In 1998, Saverio Veltri founded Veltri Wealth Management group in the heart of Midtown Toronto. We are local to the area and have enjoyed establishing our roots alongside those of our clients and neighbours. We’ve seen how powerful a force smart wealth management can be in the lives of our clients and in our community. Over the years, we have:
Built up a network. Working alongside with TD Specialists focused on Estate Planning, Private Banking, Small Business and Private Trust.
Created a core team who hold the Certified Financial Planner™ (CFP) and Chartered Financial Analyst (CFA) designations with a disciplined investment process.
Established a presence in the Yonge-St.Clair community through various educational events and charitable participation.
Provided value to our clients and neighbours by orchestrating dynamic wealth strategies custom-built for their lives and lifestyles.
Learn more about what we do for our clients.
Veltri Wealth Management Group: The Client Experience
Our range and depth of expertise means that you can rely on us as a sounding board for ideas, and a constant resource for various types of financial advice. In this way, we focus on actively managing the wealth strategies we and a network of TD specialists design for you, so as to help ensure that your wealth continuously supports your lifestyle.
