Providing wealth, accounting and tax oversight services
Providing wealth, accounting and tax oversight services
Vilicus is a Latin word meaning "overseer" or "steward". Our role is NOT to replace your banking, wealth, accounting, tax and insurance professionals, but rather to sit with you to ensure their work is thorough, coordinated and efficient, taking away this burden from you.
After 20+ years in public accounting and wealth management, we saw a gap in the marketplace and decided to create Vilicus Corp. to provide wealth, accounting and tax oversight services. Using unique and customized project management tools designed specifically for this purpose, our clients value our ability to identify, prioritize, diarize and monitor on an ongoing basis, all of what matters to them in their financial lives.
We are unique in the Canadian landscape by providing these services without being tied to any one of your specific pre-existing silos of investments, accounting/tax, insurance, and banking. Our only concern is to oversee and coordinate the efforts of you and your other professionals.