Life is more vivid when your future is secure.
Testimonials
What our clients are saying
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.”
Meet the Team
Meagan Daniell, Partner
CFP, CLU | Certified Financial Planner
Darren Milne, Partner
CFP, CPA, CMA | Certified Financial Planner
Brian Milne,
Senior Associate
CFP, CLU | Certified Financial Planner
Sierra Young, Associate
QAFP | Financial Planner
Daniel Henry, Associate
Group Benefits Advisor
Resource Team
Meghan Moore
Investment Operations
Rotana Song
Office & Client Experience Manager
Olivia Andersen
Administrative Assistant
Greta Sanchez Estrella
Account Manager – Pension & Benefits
Collaborative Team
Steve Fooks
Advanced Insurance Case Consultant
Patricia Carlos
Advanced Living Benefits Consultant
Sanju Sukul
Tax & Estate Planning Specialist
Terry Dunsmann
Securities Specialist
We’re different
Services
Business & Enterprise
Continuity &
Risk Management
Succession &
Legacy Planning
Wealth
Management
Employee Pensions &
Benefits
Personal & Family
Investments &
Retirement Planning
Life, Disability &
Critical Illness
Tax &
Estate Planning
Intergenerational
Wealth Transfer
Designations & Associations
