Recognizing a gap in the world of wealth management for many, Vilicus Corp. provides comprehensive wealth oversight services to ensure that clients are well-informed and nothing gets overlooked with respect to their financial affairs. We don't replace your existing professionals, but we take on the worry of making sure you are well looked after in an organized, coordinated fashion.
Using a custom framework created by Welement Inc., we prepare and monitor your roadmap for wealth management, accounting and income tax delivery to identify relevant wealth strategies, schedule regular reviews and reminders, and provide a consolidated reporting of what's been completed recently, what is due to be addressed soon, and what will be looked at in the future.
Our mission statement - Vilicus worries about your financial affairs so you don't have to.
Founder – Paul S. McVean, CPA, CGA, CFP, TEP
A veteran of both the wealth management and public accounting worlds for more than twenty years, Paul has worked to educate accountants and financial advisors in the various areas of wealth planning, with a particular focus on tax and estate planning, and also has worked with a great number of high net worth and affluent Canadians, collaborating with multiple other professionals to deliver financial, tax and estate planning combined with accounting and income tax compliance services, ensuring that all aspects of clients' financial lives are properly addressed on an ongoing basis.