facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Visionary Planning ~ Inspired Living

Providing Team-Based Planning For Over 25 Years


Meet Our Team of Professionals


Doug Robinson, B.A., CFP® Photo
custom-greeting

Doug Robinson, B.A., CFP®

Chief Executive Officer
Doug Robinson headshot

Doug Robinson, B.A., CFP®

Chief Executive Officer

doug@veritablewealth.com

For over 25 years, Doug has advised clients and led a team of professionals to educate, coach and guide clients to financial independence.

Doug focuses on people rather than products as he manages wealth for high net-worth individuals, families and small businesses. He provides advice on tax, estate and retirement income strategies as well as corporations, trusts, and business succession planning.

Douglas Schein, MS.Eng., MBA, CFA Photo
custom-greeting

Douglas Schein, MS.Eng., MBA, CFA

Chief Investment Officer
Douglas Schein headshot

Douglas Schein, MS.Eng., MBA, CFA

Chief Investment Officer

douglas@veritablewealth.com

As Chief Investment Officer, Douglas establishes the principles that guide our portfolios and integrates them into the full Veritable Wealth offering. Douglas was a founding member of the Global Equity team at OMERS, a $100B municipal pension plan. At OMERS, he ran a successful healthcare investment franchise and launched its Global Quality strategy. Later, he became a Managing Director at an independent investment management firm. Closer to clients, Douglas recognized how a family’s path to its financial goals would benefit from the long-term multi-asset investment strategy and disciplined investment processes of a large institution.

Originally from Chicago, Douglas settled in Toronto after working and studying around the world. Before establishing his investment career, he received a Master’s degree in engineering from Stanford University, designed new products at IDEO in Palo Alto and Chicago, built a medical device firm in Chicago and Brussels, and earned an MBA from INSEAD in Fontainebleau and Singapore and the Chartered Financial Analyst designation.

Matt Galbraith, B.Sc., CFP, CIM, FCSI Photo
custom-greeting

Matt Galbraith, B.Sc., CFP, CIM, FCSI

Chief Operating Officer
Matt Galbraith headshot

Matt Galbraith, B.Sc., CFP, CIM, FCSI

ChieF Operating Officer

matt@veritablewealth.com

Prior to our establishing Veritable Wealth, Matt worked with high net worth families at two of Canada’s leading wealth management firms. He also gained valuable insight as part of the investment team at Queen’s University, responsible for managing the related pension and endowment assets. In combination, these two experiences provided Matt with insight into the differences between institutional and individual money-management.

When not at work, Matt enjoys quality time with his wife and two kids. He is quite active in the Kingston community, acting as Treasurer for the board of directors at Extend-A-Family Kingston, as well as the United Way of KFL&A Investment Committee.

Adam Brown, B.A. Photo
custom-greeting

Adam Brown, B.A.

Wealth Advisor
Adam Brown headshot

Adam Brown, B.A.

Wealth Advisor

adam@veritablewealth.com

Adam is a strategic and results-oriented advisor. His enthusiasm for working with people make him an insightful and impactful advisor.  After spending 13 years with two of Canada’s largest retail financial institutions, Adam decided to take a more specialized approach and focus on medical professionals, business owners, and high-level executives in need of a private wealth offering. 

Carol Ann Budd, B.Sc., CFP®, P.Eng., DSc Photo
custom-greeting

Carol Ann Budd, B.Sc., CFP®, P.Eng., DSc

Wealth Advisor
Carol Ann Budd headshot

Carol Ann Budd, B.Sc., CFP®, P.Eng., DSc

Wealth Advisor

carolann@veritablewealth.com

It’s a privilege and responsibility to be trusted with people’s life and financial goals. Carol Ann works with active professionals, business owners and retirees who value their time and the peace of mind our sound advice provides. Not only does she help clients build their wealth, but she also ensures it provides a secure, protected, lifelong income. Carol Ann brings compassion and diligence to our goals-based wealth management practice.

A proud member of Sagamok Anishnawbek First Nation, Carol Ann spends her spare time promoting education and revitalization of Indigenous languages and culture. She is co-chair of the Aboriginal Council of Queen’s University and sits on the Board of Directors of the Kingston Indigenous Languages Nest.

Mark Oxford, M.H.K., CFP® Photo
custom-greeting

Mark Oxford, M.H.K., CFP®

Wealth Advisor
Mark Oxford headshot

Mark Oxford, M.H.K., CFP®

wealth advisor

mark@veritablewealth.com

Mark was born and raised in a small town outside of Windsor, Ontario. After obtaining his Bachelor’s and Master’s degree from the University of Windsor, Mark ventured west to Vancouver in search of greater opportunity to utilize his knowledge and explore his passion. Prior to joining Veritable Wealth, Mark spent 6 years fine tuning his expertise at a leading Canadian financial services firm. Driven by a desire to help families and business owners navigate their individual financial situations, Mark provides strategic financial leadership and innovative solutions to complex financial problems with expertise in investment management, risk management, estate preservation, and financial planning.

Andrew Down, B.Comm, CFP® Photo
custom-greeting

Andrew Down, B.Comm, CFP®

Wealth Advisor
Doug Robinson headshot

Andrew Down, B.Comm, CFP®

Wealth Advisor

andrew@veritablewealth.com

Andrew  joined Veritable after spending the first 6 years of his career with one of Canada’s largest financial planning institutions. Andrew's drive to provide high-quality advice and service excellence to clients makes him an invaluable asset to the team. Combine those qualities with our sophisticated private wealth management approach to financial planning and the solutions created are well suited for affluent clients who value a disciplined and strategic approach to wealth management.

 During his free time Andrew enjoys cheering on the Toronto Maple Leafs to first round playoff exits and spending time with his wife and their friends.

Daniel Perras, CFP®, CIM, CLU Photo
custom-greeting

Daniel Perras, CFP®, CIM, CLU

Wealth Advisor

    Daniel Perras, CFP®, CIM, CLU

    WEALTH ADVISOR

    daniel@veritablewealth.com              


    Daniel has a keen passion for diving into complex financial planning scenarios. He has worked over the years to further his education, which helps in tackling everyday client planning needs. With a holistic approach, Daniel's clients find that all areas of their financial plan are consistently being serviced. He currently holds his Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Chartered Investment Manager (CIM) designations. Prior to Joining Veritable Wealth, Daniel worked with a publicly traded financial services company. 

    Daniel enjoys living in Peterborough with his partner Bailey and their dog Penny. 


  •            

               
      


Anthony Bordignon, CFP® Photo
custom-greeting

Anthony Bordignon, CFP®

Financial Planner
Anthony Bordignon headshot

Anthony Bordignon, CFP®

Financial Planner

anthony@veritablewealth.com

Anthony brings a unique technological perspective to the team, working with computer software to develop comprehensive plans for clients. He applies his knowledge of all aspects of financial management to ensure client plans are thorough and accurate.

Melissa Lafontaine Photo
custom-greeting

Melissa Lafontaine

Business Operations & Project Management
Melissa Lafontaine headshot

Melissa Lafontaine

Business operations & project management

melissa@veritablewealth.com

With over 15 years of diverse experience in the financial industry, both with full service and discount brokerages, Melissa is known by clients for her friendly and professional manner. Originally from beautiful British Columbia, Melissa’s experience includes operating a small retail business on the island of St. Maarten, and financial services work in Trinidad, Curacao, Aruba and the Netherlands.

Kim Le Page Photo
custom-greeting

Kim Le Page

Client Experience Manager
Kim Le Page headshot

Kim Le Page

Client Experience Manager

kim@veritablewealth.com

Kim brings over 40 years of financial services experience to her role as client experience manager. By getting to know clients and their families, Kim builds and maintains rich relationships that go well beyond conversations about accounts.

Stacey Callahan Photo
custom-greeting

Stacey Callahan

Client Experience Manager
Stacey Callahan headshot

Stacey Callahan

Client experience manager

stacey@veritablewealth.com

Stacey graduated with an honour's degree in Career and Technology Studies. She has worked in the financial services industry since 2008 and is a vital member of our client relations team. When not in communication with clients, Stacey enjoys venturing downtown Toronto to enjoy the fine cuisine the city has to offer.

Alesha Burkitt Photo
custom-greeting

Alesha Burkitt

Office Manager
Alesha Burkitt headshot

Alesha Burkitt

office manager

alesha@veritablewealth.com

Alesha entered the financial services industry as a client service representative with Canada's largest banking retail institution. For 10 years, she worked her way up through various positions which culminated in a role as Regional Administration Coordinator. With this work ethic and expertise, she ensures that all elements of a client’s plan are fully implemented.