Doug Robinson
CEO, Wealth Advisor @Veritable Wealth Partners
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WORK HISTORY
CEO, Wealth Advisor @Veritable Wealth Partners
Peterborough, ON, CA
I have the privilege and responsibility to lead our wealth advisory practice serving high net worth families and successful business owners across various areas including retirement planning, tax optimization, cash flow optimization, estate planning, risk management, and investment strategies. The outcome for our Clients with complex financial needs is to ensure we help them achieve their long-term financial goals confidently.
EDUCATION
The University of Western Ontario
Bachelor of Arts (B.A.)
SKILLS
ABOUT DOUG ROBINSON
As CEO and Co-Founder of Veritable, Doug is reimagining how Client’s financial futures can be planned for with confidence. Since co-founding the Firm, Doug has been building thought-leadership into the Firm’s DNA. As an unwavering champion of financial planning and preparing Clients’ for a confident future, he and his exceptional team continue to actively deliver more value to Clients and provide remarkable experiences.
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