Who We Are

Our mission is to build a financial security plan tailored to help meet your specific needs. We're dedicated to understanding your goals and providing you with the professional financial security advice needed to help you achieve those goals.

Whether purchasing a home, financing a child's education or retiring comfortably, your goals are specific to you and your financial security plan should be tailored to your needs.

We'll help you understand the choices to be made and the products available to help build a financial security plan to achieve your personal or business goals. And once your plan is in place, we'll continue to work with you by reviewing your financial security plan from time to time with you to help ensure you're still on track to achieving your goals.

Our Expertise

Good is never, good enough. It’s what drives us to find clear, academic answers to your every question. And every follow-up question. Until all that’s left is clarity, comfort and a strategy built to your specific needs and values.

Our Commitment to Results

Guided by evidence and fueled by your ambitions, our team will seek to continuously optimize a wealth strategy distinctly tailored to your needs. Helping you focus on the now and letting us prepare for what’s next. This allows you to Live in the now, while we keep our eye on what’s ahead.

Our Philosophy

As early innovators and practitioners of a fiduciary, evidence-based approach, we were founded on the belief that there’s a better way. Today, that same ideology applies — “doing well by doing right” as we say. Motivated not by how many assets we manage, but how many lives we improve.

Our Experience

We’re wise beyond our collective years and intent on making the most of yours. Wealth advice with a disciplined, evidence-based approach is hard to come by. Fortunately, you’ve found your way here, as that’s precisely what Vida Financial Group delivers.

Your Vision, Our Passion

Accomplished professionals specializing in the development of comprehensive bespoke financial solutions for fellow Canadians. A compassionate approach, coupled with a keen attention to detail, serve to provide you with the utmost care in client service. We are true goals-based tacticians, who, through thorough analysis and regular client engagement, will help you to produce that lifelong and ever evolving financial road map to help you along the way. From insurance planning and wealth accumulation, to estate planning and wealth transfer, dedication to seeing you achieve your goals and dreams is nothing short of our lifes' work.

Transparency is Key

As a fiduciary, we not only personally pledge to put your needs first at all times, but also embrace our legal obligation to do so. Our advisors are dedicated and even obsessed with helping our clients realize their life and wealth goals. No fluff. No games. Just sound advice with your best interests at heart.

"Once we started working with them, it became obvious of the value and not only did they meet our needs but they also exceeded them."

Michael F.

Evidence Based, Data Driven

When it comes to growing and protecting your wealth, we prefer decades of peer-reviewed research over simple intuition or gut. We trust you’d agree. With our strategic and scientific approach to investing and financial planning, there’s little room for guesswork as we continue to craft and seek to optimize your financial strategy.

"Their passion for what they do, shows in all the time they take to not only get to know you but also all the research they do to offer you the best possible solutions to best fit your family’s needs."

Ana Carina C.

It's a Team
Effort

Finding the right advisor is important. But we want to be perfectly clear — when you partner with Vida Financial Group, you gain the strength of our entire organization.

"They got to know us on a personal level to understand where we were at in life and what we actually needed. They took the time to sit with us and explain everything in detail."

Stefany V.

"We thought we had a pretty good handle on things but as it turns out after speaking with them we realized we had a good start but didn’t really have a finished product. They took the time to ask questions and build a personalized report for each one of us, that alone was impressive! They looked at our situation and made personalized recommendations based on our needs. They listened to what we wanted and helped us tie up loose ends! It was a great experience!"

Carla & Celso R.