Doug Robinson
Peterborough, ON
Veritable Wealth Advisory Inc.
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Member Bio
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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.
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.
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