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Wealthverse Inc

I help people rethink wealth. As the founder of Wealthverse, I combine traditional financial planning with modern strategies — from insurance and investing to private markets and legacy design — so clients can grow their net worth and align their money with what matters most. I specialize in working with: • Founders, creatives, and incorporated professionals • Women navigating transitions (career shifts, motherhood, new money) • Families ready to think beyond RRSPs and TFSAs Whether it’s designing a tax-efficient retirement plan, creating generational wealth through life insurance, or unlocking the power of your corporation — I help you make decisions like a CEO of your life. Let’s move beyond outdated financial advice and build something lasting.

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HeadquartersToronto, CanadaEmployees6(1 to 10)Websitewealthverse.caLinkedIn profileLinkedIn

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  • 1asistente del director de operaciones
  • 1founder and ceo, wealthverse inc

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