Vitality Financial Services Inc.
Our Mission
Vitality Financial was built on a mission to help empower businesses with tailored financial strategies that foster wealth accumulation, tax efficiency strategies, and long-term security — all through trust, transparency and meaningful partnerships.
Who we service
Learn more
Business owners general
Helping business owners take control of their finances one step at a time.
Entrepreneurs small
Enjoy the benefits of your hard work. Let’s make sure you are getting the most out of your success.
Incorporated professionals
Enjoy the benefits of your hard work. Let’s make sure you are getting the most out of your success.
Let’s work together
Whether you’re starting a new venture or looking for ways to grow your business, I can help provide holistic strategies to meet your needs. I’ll help you protect yourself, your partners, employees and your family by:
- Discovering the right mix of insurance and investment strategies that help meet your goals.
- Identifying risk management solutions and tax strategies to help you run your business with peace of mind.
- Understanding your needs today, while building for the future and planning for succession.
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.
Business owners
Spend more time running your business and less time worrying about your business. A strong strategy can get you there.
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, budgeting and investing
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Vitality Financial Launch Event
What began as a vision to better serve small and medium-sized businesses in Ontario has now come to life — and being able to celebrate that milestone surrounded by Clients, colleagues, friends and community partners made it unforgettable.
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Stay informed
See more articles
Got big plans for your business in 2026? 🚀
Your vision is the destination, but your financials are the engine that gets you there.
Let's ensure your business goals are set for 2026.
Visit us at: https://advisor.sunlife.ca/vitality.financial/
Or call us to book an appointment at:
(613) 978-3323
#BusinessGrowth #2026Goals #EntrepreneurMindset #FinancialClarity #CEOThinking
Your vision is the destination, but your financials are the engine that gets you there.
Let's ensure your business goals are set for 2026.
Visit us at: https://advisor.sunlife.ca/vitality.financial/
Or call us to book an appointment at:
(613) 978-3323
#BusinessGrowth #2026Goals #EntrepreneurMindset #FinancialClarity #CEOThinking
Got big plans for your business in 2026? 🚀
Your vision is the destination, but your financials are the engine that gets you there.
Let's ensure your business goals are set for 2026.
Visit us at: https://advisor.sunlife.ca/vitality.financial/
Or call us to book an appointment at:
(613) 978-3323
#BusinessGrowth #2026Goals #EntrepreneurMindset #FinancialClarity #CEOThinking
Your vision is the destination, but your financials are the engine that gets you there.
Let's ensure your business goals are set for 2026.
Visit us at: https://advisor.sunlife.ca/vitality.financial/
Or call us to book an appointment at:
(613) 978-3323
#BusinessGrowth #2026Goals #EntrepreneurMindset #FinancialClarity #CEOThinking
Dreaming of a comfortable retirement? Let's turn those dreams into reality! 🏖️
Wondering how much you need to save for your golden years? Check out our latest article that breaks down the essentials of retirement planning:
Learn about:
➡️ Factors affecting your retirement savings
➡️ Estimating your retirement income needs
➡️ Tips to boost your savings
Don't leave your future to chance. Start planning today for a worry-free tomorrow.
Visit us at: https://advisor.sunlife.ca/vitality.financial/
Or call us to book an appointment at: (613) 978-3323
#RetirementPlanning #FinancialFreedom #VitalityFinancial #SunLifeCanada
Wondering how much you need to save for your golden years? Check out our latest article that breaks down the essentials of retirement planning:
Learn about:
➡️ Factors affecting your retirement savings
➡️ Estimating your retirement income needs
➡️ Tips to boost your savings
Don't leave your future to chance. Start planning today for a worry-free tomorrow.
Visit us at: https://advisor.sunlife.ca/vitality.financial/
Or call us to book an appointment at: (613) 978-3323
#RetirementPlanning #FinancialFreedom #VitalityFinancial #SunLifeCanada
Dreaming of a comfortable retirement? Let's turn those dreams into reality! 🏖️
Wondering how much you need to save for your golden years? Check out our latest article that breaks down the essentials of retirement planning:
Learn about:
➡️ Factors affecting your retirement savings
➡️ Estimating your retirement income needs
➡️ Tips to boost your savings
Don't leave your future to chance. Start planning today for a worry-free tomorrow.
Visit us at: https://advisor.sunlife.ca/vitality.financial/
Or call us to book an appointment at: (613) 978-3323
#RetirementPlanning #FinancialFreedom #VitalityFinancial #SunLifeCanada
Wondering how much you need to save for your golden years? Check out our latest article that breaks down the essentials of retirement planning:
Learn about:
➡️ Factors affecting your retirement savings
➡️ Estimating your retirement income needs
➡️ Tips to boost your savings
Don't leave your future to chance. Start planning today for a worry-free tomorrow.
Visit us at: https://advisor.sunlife.ca/vitality.financial/
Or call us to book an appointment at: (613) 978-3323
#RetirementPlanning #FinancialFreedom #VitalityFinancial #SunLifeCanada
Financial Check Up
Time for a quick pulse check on your finances. 🩺 Are your spending habits aligning with your priorities?
Remember: where your money goes shows what truly matters to you
Let's work on your financial goals Visit us at: https://advisor.sunlife.ca/vitality.financial/
Or call us to book an appointment today at: (613) 978-3323
#FinancialHealth #Savings #VitalityFinancial #FinancialServices
Time for a quick pulse check on your finances. 🩺 Are your spending habits aligning with your priorities?
Remember: where your money goes shows what truly matters to you
Let's work on your financial goals Visit us at: https://advisor.sunlife.ca/vitality.financial/
Or call us to book an appointment today at: (613) 978-3323
#FinancialHealth #Savings #VitalityFinancial #FinancialServices
Financial Check Up
Time for a quick pulse check on your finances. 🩺 Are your spending habits aligning with your priorities?
Remember: where your money goes shows what truly matters to you
Let's work on your financial goals Visit us at: https://advisor.sunlife.ca/vitality.financial/
Or call us to book an appointment today at: (613) 978-3323
#FinancialHealth #Savings #VitalityFinancial #FinancialServices
Time for a quick pulse check on your finances. 🩺 Are your spending habits aligning with your priorities?
Remember: where your money goes shows what truly matters to you
Let's work on your financial goals Visit us at: https://advisor.sunlife.ca/vitality.financial/
Or call us to book an appointment today at: (613) 978-3323
#FinancialHealth #Savings #VitalityFinancial #FinancialServices
Office information
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.