Unravelling legal complexity so you can make informed decisions
Applications for registration
Ongoing compliance with securities law, including updates to policies and procedures
Compliance programs and audits
Anti-money laundering compliance
Small business contracts, including shareholders’ agreements, non-disclosure and non-competition agreements, client service agreements, suppliers’ contracts
Corporate transactions, including amalgamations and joint venture agreements
Corporate secretarial services
Wills and living wills
Powers of attorney
Probate and estate administration
Work worth mentioning
A look at custom contracts created and how people have appreciated them
Graeme EganPresident, CastleBay Wealth Management
Veronica was a tremendous and valuable legal resource in helping me start up CastleBay Wealth Management in 2015 and successfully go through the Portfolio Manager registration process at the BC Securities Commission which helped with registration in 2 other provinces at the same time. Her vast experience at the BCSC without question proved invaluable. Her thorough knowledge of initial and ongoing legal requirements for PM’s, her attention to detail and ability to meet deadlines were key positives. She was also very helpful and attentive during CastleBay’s first BCSC review. Being a boutique law firm, her fees are reasonable and reflect her knowledge and experience. Above all that, Veronica is a pleasure to deal with and she continues to be a valuable legal resource for CastleBay Wealth as the company grows and evolves.
Nancy WeiGenesis Wealth Management Corp. (EMD)
I met Veronica three years ago and asked her to be our security lawyer since that time. She has extensive experiences in dealer registration, compliance and regulation. Recently she guided us EMD registration which was a super smooth process. We appreciate her for her professionalism and dedication. I am more than happy to recommend her to you!
Roney George, Dipl.T, MSc, CPA, CGARHN
Veronica provided excellent service handling the incorporation of my company. No need to look any further for an excellent corporate law firm.
Cindy ChenCEO, Brilliant Phoenix Capital Management
I have cooperated with Veronica for more than 3 years. Veronica is quite knowledgeable about Security Law and Regulations. She always answers my questions promptly and patiently. Without her help and support, I would not be able to set up and run my EMD business. Veronica is not just a good business partner, but also a good friend of mine.
We unravel legal complexities in the world of finance by simplifying legal language barriers to make it easier for the average person to understand. The result is a clearer path that empowers them to make the right decisions on matters that affect them, their clients, and their families.
We are the leading experts and global pioneers of using simplified legal language, empowering our clients to make better and more informed decisions in all of their financially-related legal matters.
Our Core Values
Gratitude to God for all He provides.
Empowering our clients to make highly informed decisions.
Clear Communication to make it easier to understand the issues.
Demonstrating Respect and Empathy by being mindful of our clients’ best interests.
Balancing a pragmatic approach with our Competitive Nature.
Advocating for a Win-Win—finding significant value for all sides.
Commitment to performing with high levels of Integrity and Service Excellence.