Vitalis Financial Services Inc.
Languages spoken: English
Area(s) served: British Columbia, Yukon, Ontario
Let’s work together
Whether you’re thinking about your family, home, career, health, business or retirement – or any combination of these – we’ve got helpful advice and solutions to help you live a brighter, more financially secure and healthier life. We can work with you to help you discover the best strategy to meet your needs. We’ll work together to understand your financial goals, prepare for the unexpected and take advantage of new opportunities – throughout your life.
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
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When it comes to managing money, everyone has a unique style. Are you:
🏅 The Ultimate Planner – Your spreadsheet is your best friend.
👜 The Balanced Enjoyer – You save diligently but never skip out on a great coffee.
💳 The Passive Saver – You prefer a hands-off, set-it-and-forget-it approach.
No matter your style, the best financial habits are the ones that work for your lifestyle. Drop your emoji in the comments below! 👇
When it comes to managing money, everyone has a unique style. Are you:
🏅 The Ultimate Planner – Your spreadsheet is your best friend.
👜 The Balanced Enjoyer – You save diligently but never skip out on a great coffee.
💳 The Passive Saver – You prefer a hands-off, set-it-and-forget-it approach.
No matter your style, the best financial habits are the ones that work for your lifestyle. Drop your emoji in the comments below! 👇
It's never to early to get ahead of your goals.
It's never to early to get ahead of your goals.
From first savings goals to longer-term strategies, putting the right tools in place today can help make a meaningful difference over time.
If you’d like to explore ways to support the next generation as they grow, I can help. https://advisor.sunlife.ca/vitalis.financial.services/
From first savings goals to longer-term strategies, putting the right tools in place today can help make a meaningful difference over time.
If you’d like to explore ways to support the next generation as they grow, I can help. https://advisor.sunlife.ca/vitalis.financial.services/
Office information
