Vitalis Financial Services Inc.

Job title: It all starts with great advice!

Languages spoken: English

Trustworthy advice you can count on

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
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It all starts with you

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 & commitment

  • Full disclosure of fees will be part of the planning process.
  • Wealth is built with a conservative approach using both short and long term savings strategies to fund your future goals.
  • In all stages of planning, our firm will put tax-efficient strategies to work to maximise your net return.
  • Preferred Pricing provides a highly competitive structure that allows investors to take advantage of active managed and award winning funds while benefiting from reduced management fees.

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.

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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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The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
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Sunlife
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.