Our independent analysis approach explained
Clarity, structure, and transparency in every client review
Every analysis begins with a review of your portfolio, followed by a structured evaluation based on impartial criteria. Our process is free from product promotion, focused on revealing key insights and actionable feedback tailored to your goals.
Meet your analysis team
Professionals committed to clarity
Rachel Li
Senior Analyst
Master of Finance Toronto Metropolitan University
Blue Ridge Advisors
Key skills
Approaches
Certifications
Rachel has over a decade of experience supporting individuals with unbiased portfolio reviews. She is dedicated to helping clients clearly understand every report and next step.
Rachel is known for breaking down complex details into practical, useful recommendations. Clients value her unbiased, approachable style and dedication to transparency in every analysis.
Adam Singh
Financial Analyst
Bachelor of Commerce McGill University
Northway Insights
Key skills
Approaches
Certifications
Adam brings a direct approach to analytical reviews and has a strong reputation for client trust. He specializes in market research and clear, actionable reporting.
Adam is focused on practical guidance, tailored feedback, and effective communication. His analytical skills and open style ensure clients receive advice they can act on without unnecessary complexity.
Sara Dean
Client Advisor
Diploma in Financial Services University of Calgary
Summit Advisory Group
Key skills
Approaches
Certifications
Sara offers a supportive, comprehensive experience for every client. She believes in clear communication and creates a comfortable environment for asking questions at every stage.
Sara is dedicated to client care, from initial contact through the final report. Her focus on thorough communication and follow-up makes her a valued part of our client-centered team.
Kevin Brown
Market Specialist
Bachelor of Economics York University
Harbour Research
Key skills
Approaches
Certifications
Kevin applies broad market context to every review and has worked with clients across Canada. His feedback is grounded in independent research and measurable analysis.
Kevin’s balanced analysis and thorough reporting give clients fresh perspective on their portfolios. He values transparency, ensuring every recommendation is based on independent findings.
How our process works
Initial review
We begin by gathering high-level details to understand your unique financial context and objectives for the analysis.
Portfolio evaluation
Your investments are assessed independently, considering performance, risk, and allocation within today’s market conditions.
Findings explained
You receive a report with key observations, explained in plain language, and an invitation to a no-obligation discussion.
Follow-up support
Your feedback is welcome—ask follow-up questions, request clarification, or schedule a call as needed to discuss your results.
See how our approach compares
Understand the difference between truly unbiased analysis and typical review services
Compare independent, conflict-free feedback with conventional industry practices for clear perspective.
Virexoluna approach
Objective reviews with no product sales
Typical service
Analysis may include product recommendations
Sales pressure present
No products promoted or sold ever
Clarity of communication
Findings explained in plain language
Client privacy standards
Top priority and strictest protection
Follow-up support
Accessible, ongoing Q&A and review