Vitalis Financial Services Inc.
Languages spoken: English
Area(s) served: British Columbia, Yukon, Ontario
Know your way forward
Whether you’re starting your business, developing your practice or considering stepping aside, We offer vision, know-how, plus industry-leading wealth and insurance solutions to business owners who need advice to manage complex financial situations.
Vision
We’re a multi-generational family-focused firm that can help provide you and your family financial peace of mind.
Mission
Continuously serve Clients with professional, innovative and personalized insurance, investment, estate and tax planning solutions.
Create a long-term relationship built on trust and integrity, while understanding that your needs evolve as your life changes.
Our firm’s investment philosophy and commitment:
At Vitalis, we prioritize full transparency, ensuring that all fees are clearly disclosed as part of the planning process. We understand that lasting wealth is built on a strong foundation, which is why we take a conservative yet strategic approach—balancing both short- and long-term savings strategies to help fund your future goals with confidence. Our team stays ahead of the curve, continuously adapting to market trends, regulatory changes, and innovative financial strategies to provide you with the best possible guidance we can. At every stage of your financial journey, we implement tax-efficient strategies designed to optimize your investments and maximize your net returns, allowing you to preserve more of your wealth. By combining experience, foresight, and a Client-first approach, we help you navigate the complexities of financial planning and create a future that aligns with your goals.
Products and services
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Health insurance products
Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance products
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Saving and budgeting
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Client testimonials
“Above all, I must say I’m extremely satisfied with Laura and her management of my resources. It has been very rewarding and productive, which is probably the most important thing. With her professionalism and timely financial recommendations about what to do with my funds in the short- and long-term, I must say that it now seems I may enjoy financial stability for the next 30 years.”
Dr. J M. S. Retired Associate Professor of Linguistics Simon Fraser University
“My wife and I have had the pleasure of dealing with Vitalis for over a decade now. Laura Monteiro has been a steadfast professional and a trusted advisor to us for years. We have been perfectly happy with every single interaction along the way. She has carefully looked after our entire family and cares deeply about our financial future, as well as us as individuals.”
B. M.
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