Your financial situation
involves multiple factors.
Verne Asset Management makes it a priority to examine each one. Verne Asset Management,
Serving Your Finances
Investment
management
Investment
management
Portfolio management is about investing your assets with the goal of increasing the value of your financial wealth, or simply undertaking projects that are important to you. This requires professional expertise, experience, and the ability to be objective, since portfolio management is conducted across different investment horizons and takes into account your liquidity needs and the financial impact of your decisions.
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Retirement
planning
Retirement
planning
Retirement planning is key to being able to achieve your goals. Whether it’s projecting retirement income, effectively planning disbursements, or planning specific expenses, you need to keep multiple deciding factors in mind, including inflation, pension plans, government benefits, taxes, and more. Count on our expertise to get you where you want to go.
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Insurance and
annuities
Insurance and
annuities
We understand that creating and effectively managing your financial assets is only one part of the equation. It’s just as important to preserve your wealth. By taking advantage of various insurance strategies, we can help you to maintain your assets throughout your lifetime, as well as protect the value of your estate for your family and any other beneficiaries. Insurance strategies can also help you to maximize what you leave to your heirs.
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About us
About
Verne Asset Management
Roland Verne holds a Bachelor of Administration (BAdmin) and has been working in the financial industry for over 20 years.
Whether you’re retired, a professional, or own a company, planning your personal finances and insurance needs has become a real challenge over the last few years. Let Roland’s professional expertise help you select the right products and services from the vast array available, navigate the ever-changing fiscal laws, and invest wisely in an uncertain market.
Our services are specifically designed for entrepreneurs, professionals, and families with assets of $500,000 or more to invest.
Why invest with us?
WE'RE INDEPENDENT
We are not associated with any financial institution or manufacturer, which means you benefit from access to all the financial products available and approved for sale in Canada.
WE LISTEN
Being able to listen and understand your personal situation is of the utmost importance. We will attentively go over your situation before making any recommendations.
WE SPEAK IN SIMPLE TERMS
Translating complex financial concepts into simple terms is one of our greatest strengths—and one our clients truly appreciate.
They put their trust in us
Roland Verne has been my advisor for approximately 25 years. His guidance and know-how is a major reason why I was able set enough money aside to retire early and live in my dream location.
— David V 
We value your opinion
If you have questions or comments, or would like a second opinion on your portfolio and investments, please get in touch. It’s completely free with no commitment.