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
Health insurance products
Life insurance products
Saving, budgeting and investing
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.
Stay informed
See more articles
Since joining the Vitalis team while also juggling her course load, Sophia has become an integral part of the team. Her consistent reliability, great attitude, and willingness to take on any challenge have made a real impact. We're excited to see all she'll accomplish in the years ahead.
Since joining the Vitalis team while also juggling her course load, Sophia has become an integral part of the team. Her consistent reliability, great attitude, and willingness to take on any challenge have made a real impact. We're excited to see all she'll accomplish in the years ahead.
- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage
Let’s chat and explore your options.
- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage
Let’s chat and explore your options.
Irregular income, self-employment taxes, and saving for retirement can be tricky when you're flying solo. But don't worry – you don't have to navigate this alone!
Let’s work together to help manage cash flow, set up an emergency fund and explore retirement options and insurance protection.
Get in touch to get started.
Script: Let's help make your freelance dreams financially sustainable
Office information
