Verus Financial

This year marks a significant milestone—Ken Gordon’s 40th year in the financial industry. Four decades of guiding families, business owners, and individuals toward financial security and success.

Ken’s journey began with an unwavering dedication to his clients and a relentless passion for helping families achieve financial security. From day one, he committed himself to building lasting relationships, offering guidance with integrity, and always putting clients’ needs first. It’s this commitment to trust, integrity, and personalized advice that built Verus Financial into what it is today—a firm rooted in family values and dedicated to delivering custom wealth strategies for generations.

Over the years, Ken has not only dedicated himself to his clients but has also instilled his passion for wealth management in his own children, ensuring the Verus legacy continues for generations. His commitment to guiding families through ever-changing markets has set the foundation for the next generation to uphold the same values of trust, integrity, and client-first service.

As we celebrate this milestone, we want to take a moment to thank Ken for his dedication, wisdom, and the foundation he has built. His impact goes beyond the numbers—it’s about the lives he’s helped shape, the trust he’s earned, and the future he’s still building.

Here’s to 40 years of excellence and many more to come. Thank you, Ken!

Our team had the pleasure of hosting an incredible evening at the Vancouver Club: The Happy Inheritor. We were honoured to welcome Tom Deans—intergenerational wealth expert and author of a New York Times bestselling business book—as our guest speaker.

To quote Tom:
“Inherited wealth will do one of two things—it will release potential in the next generation or accelerate demise.”

He spoke candidly about the importance of open dialogue, regular family meetings, and engaging trusted advisors regarding estate planning—simple but powerful practices that often determine whether a legacy endures or unravels.
It was an inspiring night of learning, connection, and meaningful conversations about what it truly takes to build a lasting legacy.

At Verus, we work with a select group of affluent families—many now in their third and fourth generations—and we’ve seen firsthand how intentional planning preserves not only wealth, but also the values that define a family across generations.

Tariffs 101 - What you need to know.

Tariffs affect pricing decision, and global trade flows. Understanding them helps make sense of today’s economy.

Want the full breakdown? Click the link in our bio to read the blog post.

🧠💭 Stay calm, stay informed. Learn the biases that fuel panic and take control.

Are you too invested in what’s familiar?

Many investors fall into home bias—overweighting stocks from their own country while missing global opportunities. 🌍 Diversification matters! Don’t let comfort limit your portfolio’s potential.

Read our latest blog post “The Canadian Home Bias In Investing: Why Going Global Matters” for a full breakdown.

📈 𝗠𝗮𝗿𝗸𝗲𝘁𝘀 𝗠𝗼𝘃𝗲 𝗼𝗻 𝗘𝗺𝗼𝘁𝗶𝗼𝗻, 𝗡𝗼𝘁 𝗝𝘂𝘀𝘁 𝗡𝘂𝗺𝗯𝗲𝗿𝘀. 🔁 “Bull markets are born on pessimism, grow on skepticism, mature on optimism, and die on euphoria.” – 𝗦𝗶𝗿 𝗝𝗼𝗵𝗻 𝗧𝗲𝗺𝗽𝗹𝗲𝘁𝗼𝗻

Markets aren’t just driven by fundamentals—they’re fuelled by 𝗵𝘂𝗺𝗮𝗻 𝗯𝗲𝗵𝗮𝘃𝗶𝗼𝘂𝗿. Fear, doubt, confidence, and greed all play a role in shaping market cycles.

📉 When fear dominates, opportunities emerge.
📊 As skepticism turns into cautious optimism, markets grow.
🚀 Euphoria? That’s often when risks are highest.

Understanding market psychology can be just as important as analyzing data. 🤔 👇 Where do you think we are in the cycle?

Wall Street Forecasts: 2024 Misses and 2025 Optimism.

🚨 The average Wall Street miss on the S&P 500 in 2024? 24%.

The same firms are now forecasting a strong 2025.

It’s easy to get caught up in the noise–bold predictions, flashy headlines, and confident forecasts. But here’s the truth:
Over the past 24 years, analyst have on average misses S&P 500 targets by 14%.

Markets are unpredictable, even for the “experts.” Instead of chasing headlines or the latest projections, stay focused on your long-term plan.

Remember, successful investing is about time in the market, not timing it.

Don’t forget these important deadlines in 2025!

👉 Swipe through to view key deadlines you’ll want to remember.

At Verus Financial, we’re here to help. Don’t hesitate to reach out if you have any questions!

💡 Wise words from investment legend Peter Lynch!

In a world that often obsesses over short-term fluctuations and stock prices, it's essential to remember what truly drives long-term success–understanding the companies behind the stocks. Dive deeper, research thoroughly, and invest wisely. Let's focus on building wealth by understanding the fundamentals.

We often overlook these until it’s too late. Invest in your health today – it’s the best way to buy more time for tomorrow. ⏳ ✨

For the second time, the Bank of Canada lowered the target for the overnight rate by 25 basis points, a decision in line with the consensus and market expectations.

The rate reduction brings the policy rate to 4.50%, fully unwinding the two rate hikes delivered in June and July 2023. This move also pushes the BoC’s policy rate 100 bps below the Federal Reserve’s (based on the upper bound target), marking the largest negative gap since the late 1990s. Despite the consecutive cuts and upward pressure on CORRA, balance sheet normalization will continue.