Legal Information
Company Information
Company Name: Veltrio
Legal Form: Incorporated Company
Registration Number: 458623215
Business Number: 01659362RT8563
Trade Register: Ontario Business Registry
Contact Information
Address: 18 Duncan St, Toronto, ON
Phone: +1 403 289 84 62
Email: [email protected]
Website: veltrio.com
Management
Managing Director: Sarah Mitchell, CPA
Senior Advisor: Michael Chen, CFP
Operations Director: Jennifer Taylor, MBA
Regulatory Information
Licensed Financial Planning Service Provider under Canadian regulations
Supervisory Authority: Financial Services Regulatory Authority of Ontario
License Number: FSRAO-FP-2025-001
Professional Association: Financial Planning Standards Council
Professional Liability Insurance
Insurance Provider: Canadian Professional Insurance Company
Policy Number: CPI-FP-165815165
Coverage Area: Canada
Coverage Amount: CAD 2,000,000
Dispute Resolution
For consumer disputes related to our financial planning services, you may contact the appropriate provincial consumer protection agency or use online dispute resolution platforms.
Online Dispute Resolution: Consumer Protection Agency
Alternative Resolution: Canadian Arbitration Association
Content Responsibility
All content on this website is the responsibility of Veltrio We ensure all financial information meets Canadian regulatory standards.
Content Manager: David Park, Communications Director
Copyright Notice
© 2025 Veltrio. All rights reserved.
Important Disclaimers
This legal information page complies with Canadian business disclosure requirements. All information is current as of the last update date.