Richard W. Fewell, CPA, CMA, CFA, CBV, MBA

Richard brings a wealth of experience to the team at Verecan Wealth. A Chartered Financial Analyst who spent over 15 years as a research analyst and portfolio manager with a national investment counsel firm, Richard is a key member of the investment team. His main areas of emphasis are conducting company research on prospective investments, providing insights into industry and economic conditions and evaluating and monitoring funds we invest in.

On the wealth and retirement planning side of the practice, Richard has a focus on working with business owners and professionals. Over a 35-year career he has worked in many fields including taxation, business banking, accounting and business brokerage. He has also been involved in several business start-ups and has helped many owners with the successful sale of their business. This background and experience have given him a lot of insight into the unique challenges and needs of business owners and he endeavours to take a holistic and individualized approach to clients’ situations.

Finally, Richard is our in-house tax planning professional and can help with all your tax planning needs.

Klaudio Kalari, CFE

Klaudio joined our team in 2022, bringing significant knowledge of accounting and tax preparation experience.  He works closely with the entire Verecan Group of Companies team to support the development of financial plans so clients can feel comfortable knowing they’re on track to reaching their financial goals. 

Before joining Verecan., Klaudio was an accounting and taxation professional with Deloitte as well as a few other consulting and technology firms. 

He graduated with a double major in Business Administration, Accounting & Economics from the University of Istanbul, a postgraduate from Seneca in Financial Planning and Fraud Investigation and also studied Data Analytics at the University of Toronto. 

His primary focus has been personal and corporate tax returns, indirect tax, international tax as well as payroll taxes.

Professionally, he enjoys building and maintaining solid client relationships and loves helping clients with their tax and financial planning needs. 

Klaudio grew up in Albania —  his parents were entrepreneurs who instilled values of hard work and productivity. He’s a sports fan who also values community and family, loves visiting new places, and engaging in group activities. 

One organization he loves to support is the Helvetas Swiss Intercooperation, an independent organization committed to strengthening communities in a systemic and sustainable approach.