Not your grandpa's

financial advisor.

“Working with Afsha has allowed us to retire at age 45”
Alex Nguyen
Husband @ The Nguyen's

67m

In assets under mgmt

100%

Wealth for the life you want

#1

Advisors in Canada
Is this for you?

Are you...

...disconnected

from your partner's goals and ambitions and do not have a clear plan for your finances?

Let's discuss that here
...feeling lost

when it comes to managing your investments and tired of the ups and downs without consistency? 

Learn how our team does it
...living paycheck to

paycheck and can't seem to have a plan for a rainy day

Learn how we can help
...ready to have

some skin in the game in one of the best forms of investing?

Learn to invest in Real Estate
...missing out on Crypto

and have no idea how to get started or what that heck that bitcoin stuff is all about?

Let us teach you how
...having issues

with liquidity and cash flow problems that could benefit from professional debt restructuring?

Work with our partners
Our Process

Built around you.

01

Listen & Learn

We begin by diving deep into your financial vision and goals. This isn’t a one-size-fits-all approach—we get to know you, your needs, and the aspirations that drive you.
02

Design Your Strategy

With your unique vision in mind, we design a customized plan. From investments to growth strategies, we make sure every recommendation supports your goals and values.
03

Bring It to Life

We put the plan into action, with continuous guidance and adjustments as your life evolves—so your path to wealth is always aligned with your future.
Watch the full video

Watch Jen share her story

"I've tried many other services and they have never connected with our needs. We felt supported with all of the decisions and actions we needed to take. It has been a transformative experience. It has helped us not only in our financial lives but also with our personal ones"
Start your own journey now!
Our approach

"We meet our clients where they are at"

Jairus Shulman
Head Advisor @WV

Got a Business or Side Hustle?

We can help you too. Our services are tailored to you and your organization
  • Individuals
  • Couples
  • Companies
I want this!

Book a Call

We know your journey is unique. Let’s get to know your goals and start building a financial path that brings clarity and confidence.
Book a Call

Real People Real Stories

Most people put off financial planning—but taking that first step can transform everything. See how our clients took charge of their financial futures.
Read their stories
Blog

News and insights

Find peace of mind with Wealthverse.

At WealthVerse, we see your potential and build the path to help you realize it.
Or stay up to date here.
Satisfied clients! 😮
Join them now
FAQs

Your questions answered

01
What makes your financial planning approach different from other firms?

We take a holistic, client-centered approach to financial planning. Our team goes beyond basic investment advice by focusing on all aspects of your financial life, including debt management, tax planning, retirement strategies, and more. We customize our services based on your specific goals, ensuring your plan evolves with your needs.

02
How do I know if I am ready to work with you guys?

You may be ready to work with us if you’re looking for guidance on organizing, growing, or protecting your financial assets. Our clients typically want to create a sustainable plan for the future—whether it’s building wealth, planning for retirement, managing debt, or optimizing cash flow. If you’re open to discussing your financial situation and are ready to take actionable steps to meet your goals, then you’re in a great place to start working with us.

03
What can I expect from a discovery call?

In our discovery call, we'll get to know each other and discuss your financial goals, priorities, and any immediate concerns. This session is an opportunity for you to share what you're looking to achieve, while we introduce you to our approach, our services, and how we can tailor our financial planning to suit your unique situation. This call is complimentary, with no obligation to move forward, and is designed to help both of us assess if we're a good fit to work together.

04
Do you have experience working with businesses as well as individuals?

We work with companies of all sizes helping them in their financial journey. If you own a company regardless of the stage they are at, we can help. We offer all of our services to you and your company.

05
Is there a minimum asset requirement to work with you?

We work with clients at various stages of their financial journey, so there is no strict asset minimum to access our services. Whether you're just starting out or managing significant assets, we’ll create a financial plan that fits your unique situation.

06
What is the difference between Financial Planning and Investment Management?

Financial Planning and Investment Management are two complementary but distinct services. Financial Planning is a comprehensive approach to managing your overall financial life. It includes goal setting, budgeting, debt management, retirement planning, tax strategies, insurance needs, and estate planning. It’s a holistic process that covers every aspect of your financial well-being and adapts to changes in your life and goals.

Investment Management, on the other hand, is focused specifically on growing and protecting your assets. It involves creating an investment strategy tailored to your risk tolerance, time horizon, and financial objectives. Through our Investment Management services (such as our AUM offering), we manage and optimize your portfolio to align with your financial goals.

While Investment Management is an important part of Financial Planning, Financial Planning encompasses a broader range of services that help you achieve stability, clarity, and confidence in every aspect of your financial life.