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
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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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By investing in your people, you ensure you have the vision and expertise to help team reach their highest financial aspirations.
Let's start the conversation today, visit us at:
https://advisor.sunlife.ca/vitality.financial/
Or call us to book an appointment at:
(613) 978-3323
#GrowthMindset #FinancialPlanning #Teamwork #VitalityFinancial #GroupPlans
Let's start the conversation today, visit us at:
https://advisor.sunlife.ca/vitality.financial/
Or call us to book an appointment at:
(613) 978-3323
#GrowthMindset #FinancialPlanning #Teamwork #VitalityFinancial #GroupPlans
By investing in your people, you ensure you have the vision and expertise to help team reach their highest financial aspirations.
Let's start the conversation today, visit us at:
https://advisor.sunlife.ca/vitality.financial/
Or call us to book an appointment at:
(613) 978-3323
#GrowthMindset #FinancialPlanning #Teamwork #VitalityFinancial #GroupPlans
Let's start the conversation today, visit us at:
https://advisor.sunlife.ca/vitality.financial/
Or call us to book an appointment at:
(613) 978-3323
#GrowthMindset #FinancialPlanning #Teamwork #VitalityFinancial #GroupPlans
Tax Efficiency for Business Owners
🎁 It's the season of giving! Business owners, did you know there are tax-efficient ways to give back that can benefit both your business and your community?
In addition to helping others, corporate donations can:
• Reduce your taxable income
• Enhance your brand reputation
• Boost employee morale
Want to learn more about charitable giving strategies? Let's chat about how to make a positive impact while optimizing your tax situation.
Reach out to discuss ways your business can give back this holiday season.
https://advisor.sunlife.ca/vitality.financial/
Or by calling (613) 978-3323 to book an appointment
#BusinessOwners #FinancialPlanning #TaxStrategies #FinancialAdvice
In addition to helping others, corporate donations can:
• Reduce your taxable income
• Enhance your brand reputation
• Boost employee morale
Want to learn more about charitable giving strategies? Let's chat about how to make a positive impact while optimizing your tax situation.
Reach out to discuss ways your business can give back this holiday season.
https://advisor.sunlife.ca/vitality.financial/
Or by calling (613) 978-3323 to book an appointment
#BusinessOwners #FinancialPlanning #TaxStrategies #FinancialAdvice
Watch video
Small steps can lead to big wins when it comes to your financial future and the financial future of your family.
Start building a solid foundation with smart strategies for debt management, investing and automated savings.
Your future self and family will thank you.
Let’s connect to discuss how we can work together to create a personalized financial roadmap that’s tailored to your life goals.
Visit us at: https://advisor.sunlife.ca/vitality.financial/
Or call us to book an appointment at:
(613) 978-3323
#FinancialRoadmap #OnePlan #PersonalWealth #VitalityFinancial
Start building a solid foundation with smart strategies for debt management, investing and automated savings.
Your future self and family will thank you.
Let’s connect to discuss how we can work together to create a personalized financial roadmap that’s tailored to your life goals.
Visit us at: https://advisor.sunlife.ca/vitality.financial/
Or call us to book an appointment at:
(613) 978-3323
#FinancialRoadmap #OnePlan #PersonalWealth #VitalityFinancial
Small steps can lead to big wins when it comes to your financial future and the financial future of your family.
Start building a solid foundation with smart strategies for debt management, investing and automated savings.
Your future self and family will thank you.
Let’s connect to discuss how we can work together to create a personalized financial roadmap that’s tailored to your life goals.
Visit us at: https://advisor.sunlife.ca/vitality.financial/
Or call us to book an appointment at:
(613) 978-3323
#FinancialRoadmap #OnePlan #PersonalWealth #VitalityFinancial
Start building a solid foundation with smart strategies for debt management, investing and automated savings.
Your future self and family will thank you.
Let’s connect to discuss how we can work together to create a personalized financial roadmap that’s tailored to your life goals.
Visit us at: https://advisor.sunlife.ca/vitality.financial/
Or call us to book an appointment at:
(613) 978-3323
#FinancialRoadmap #OnePlan #PersonalWealth #VitalityFinancial
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.