Skip to content

Life is more vivid when your future is secure.

Testimonials

What our clients are saying

v1

About

Vitality Wealth Management

“The word Vitality demonstrates the power of continuance through legacy, a growth mindset, and the richness of an active life. Living in the moment is more vivid when the future is secure! The Vitality brand was originally founded by Meagan and then merged with Darren & Brian’s multi-generational practice, under a united vision and purpose; to provide you with security, confidence, and growth, allowing you to live in the moment without worry of tomorrow.

Vitality Wealth is a multidisciplinary, professional services corporation, offering the highest standard of service with industry-leading group benefits, insurance and wealth management strategies to corporations, corporate executives, business owners, and individuals alike with unparalleled care and service.”

image4
banner 2 jpg

Meet the Team

Meagan Daniell, Partner

CFP, CLU | Certified Financial Planner

Darren Milne, PARTNER

CFP, CPA, CMA | Certified Financial Planner

Brian Milne

CFP, CLU | Senior Advisor & Consultant

Resource Team

Shielas photo

Shiela Santos

Support Associate – Client Service

Deepika is a valuable team member to Vitality, often the first point of contact with our firm. She coordinates and attends to many of the details related to service and client relationships. Deepika has many years of experience in the financial and investing industry across India and in Canada and takes pride in caring for our clients.
Deepika is a valuable team member to Vitality, often the first point of contact with our firm. She coordinates and attends to many of the details related to service and client relationships. Deepika has many years of experience in the financial and investing industry across India and in Canada and takes pride in caring for our clients.

Deepika Chilakapati

Support Associate – Client Service

Brenda after FINAL 1

Brenda Lalli

Support Associate – Investments

With nearly two decades of industry experience, Colin Carter brings expertise in group benefits and human resources management to Vitality’s corporate clients. Colin brings to the team a bright energy and a keen interest in helping people and companies to grow and prosper.
With nearly two decades of industry experience, Colin Carter brings expertise in group benefits and human resources management to Vitality’s corporate clients. Colin brings to the team a bright energy and a keen interest in helping people and companies to grow and prosper.

Colin Carter

Account Manager – Pension & Benefits Group

Collaborative Team

Steve Fooks

Steve Fooks

Advanced Insurance Case Consultant

Patricia Carlos Large Case Living Benefits Consultant Collaborative Team

Patricia Carlos

Advanced Living Benefits Consultant

Home

Sanju Sukul

Tax & Estate Planning Specialist

Terry Dunsmann Vitality

Terry Dunsmann

Securities Specialist

We’re different

We are different vitality

Services

Business & Enterprise 

5 copy
Continuity &
Risk Management
Succession Legacy Planning 3
Succession &
Legacy Planning
Wealth Management 2
Wealth
Management
7
Employee Pensions &
Benefits

Personal & Family 

4 copy
Investments &
Retirement Planning
8
Life, Disability &
Critical Illness
Tax Estate 1
Tax &
Estate Planning
6
Intergenerational
Wealth Transfer

Insights

Financial News

Vitality Wealth Management provides the latest updates on the market, economy, wealth management and financial planning.

pexels fauxels 3184418

Book a Meeting
With Us

Designations & Associations

Advocis Badge PNG
CLU Badge png
CFP Badge PNG
CPA Badge PNG 2

© Copyright 2015-2022 Vitality Wealth Management | Privacy Policy