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 wealth management 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. The first system created was an investment management division using the ACP support structure and two investment funds.
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.
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.
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.
Cynthia brings over 25 years of marketing and digital leadership experience to her role as Chief Marketing & Experience Officer at Veritable Wealth Advisory. Cynthia is leading the firm’s marketing and experience strategies to ensure clients are thrilled with best in class moments with Veritable.
Her marketing experience spans globally having worked with several leading financial services brands to grow not only a Canadian presence but also internationally in the US, Central and South America and Asia. With this background, Cynthia brings innovative and thoughtful strategies to support the long-term growth of the firm.
Originally from Montreal, Cynthia tries to hang on to speaking French with who she can find to practice with. When not at work, Cynthia enjoys spending quality time with her husband and two kids playing sports and cooking together.
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.
Rob brings over 20 years of experience working with multi-generational high-net-worth families. His strong focus on preservation and transformational wealth transfer has made him a staple in the retirement community. Rob's clients rely on his expertise to achieve not only the goals of their families but also their philanthropic needs. It's essential to him that each generation understands the importance of efficiently leaving a legacy, as well as inheriting one.
Rob is extremely active during his personal time with many local charities. He has chaired several committees and boards to ensure the community he grew up in continues to thrive for years to come.
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 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 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.
Julie has a diverse professional background from over 12 years of financial services experience and most recently with one of Canada’s largest financial planning institutions. In her role as a Client Experience Manager, Julie is highly focused on ensuring a dynamic, exceptional experience for our Clients.
Outside of work, Julie enjoys cooking and watching Formula One car racing with her husband and two kids.
Kim has deep expertise with over 25 years of income tax preparation and bookkeeping experience from both working in the accounting industry and being a solopreneur. In addition to supporting the firm with tax management support, Kim also serves as a Client Experience Manager focused on ensuring a responsive and exceptional experience for our Clients.
Kim enjoys spending time with her growing family and enjoying outdoor activities during her time away from work.
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.
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.