Doug Robinson, B.A., CFP®, CIM
Chief Executive Officer
Doug Robinson, B.A., CFP®, CIM
Chief Executive Officer
Since 1991, Doug has dedicated his career to financial planning. The foundation for his success is a talent for asking the right questions, gaining critical insights, and providing thoughtful financial planning and investment management advice.
In 2019, Doug partnered with Matt Galbraith, and together they founded Veritable Wealth Advisory with the vision of creating an effective and efficient, integrated wealth management and investment strategy firm rather than the traditional advisory team model. As CEO, Doug is helping build a sustainable business with enhanced client value. The firm is building systems for career management, marketing, finance, technology, financial planning and operations.
Veritable excels in working with business owners and professionals with complex needs, providing advice on tax, estate planning, corporations, trusts, and business succession planning and leading them into and during retirement with optimal tax plans to maximize income or legacy. Doug has been gradually transitioning from advising responsibilities to spending most of his time leading Veritable.
Andrew Down, B.Comm, CFP®, CIM®
Wealth Advisor
Andrew Down, B.Comm, CFP®, CIM®
Wealth Advisor
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, TEP
Wealth Advisor
Daniel Perras, CFP®, CIM, CLU, TEP
WEALTH ADVISOR
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.
Julia Fear, B.A. (Hons)
Client Experience Manager
Julia Fear B.A. (Hons)
CLIENT EXPERIENCE MANAGER
After earning an Honours BA from University of Toronto, Julia gained years of diverse experience in administration and client care, primarily in the information technology and financial services industries. With her keen attention to detail and a passion for building relationships, Julia believes every client interaction is an opportunity to deliver excellence. An avid equestrian, Julia enjoys her time at the barn and competing at events around Central Ontario.
Alesha Burkitt
Client Experience Manager
Alesha Burkitt
office manager
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.
