What We Do
Financial products and services should address specific needs in your financial security plan – whether it is to help fund your child's education, build a successful business or retire comfortably.
We have access to a broad range of insurance, investment and retirement income products to help meet your individual and business needs and goals
Debt Management
Investment
Planning
Insurance
Planning
Retirement
Planning
Tax
Planning
"After just one session, you’ll feel more in control of your budget, your savings goals and your life."
Patricia & Jacbob W.
How It Works
How We Work
Financial security planning is about more than planning for retirement or protecting yourself against risk – it is about making dreams come true.
We are focused on helping you achieve freedom and choice at all stages of life.
Services
Financial products and services should address specific needs in your financial security plan – whether it is to help fund your child's education, build a successful business or retire comfortably.
Commitment
We know that personal service is key to helping you find the right solution for your financial security needs. Contact us and we can set up a time to meet. We can discuss our services, review your specific needs and address any questions you may have.
Why Choose Us
15+ Years of Experience
15+ combined years of delivering the utmost in informed advice
Constant Contact & Reporting
Here to educate and empower you to take charge of your finances
Certified Financial Planners®
Holistic financial planning practice to help you achieve your goals
Over 2,000 Satisfied Clients
Helping Canadians take control of their financial futures
Trust & Transparency
Our fiduciary duty is to you and your best interest at all turns
Constant Innovation
Constantly improving to help you navigate what matters most
Our Fiduciary Duty to You
At Vida Financial Group, we aim to hold ourselves accountable to upholding the highest standard of fiduciary duty. Fiduciary relationships involve trust and confidence. They require that the fiduciary (i.e., the party entrusted with taking care of another party) acts honestly, in good faith, and strictly in the best interests of the other party.
At Vida, we make it a point to place our clients’ interests above our own in all of our engagements. We do this by operating fairly, honestly, and in good faith, while placing our clients' best interest first and foremost at every turn.
Our advisors are entrusted to uphold this conduct and our firm adheres to these principles and makes it a common practice in all of our affairs.
When all is said and done, however, it goes beyond any legal or moral obligation – it’s simply the right thing to do.
"As someone who is not savvy in financial products, I really appreciated the time they put into explaining everything clearly and with such a level of professionalism and transparency. I would personally recommend their expertise to anyone."
Lhaais & Matthew M.
"I can't begin to tell you how grateful I am that a friend referred us to you. You are extremely knowledgeable and personable and have not only become our financial advisors but also our friends."
Vanessa & Danny A.