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Life is more vivid when your future is secure.

Testimonials

What our clients are saying

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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.”

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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

Meghan Moore

Investment Operations

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Rotana Song

Office & Client Experience Manager

Olivia Andersen Administrative Assistant

Olivia Andersen

Administrative Assistant

Greta Sanchez Headshot Black background

Greta Sanchez Estrella

Account Manager – Pension & Benefits

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

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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
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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
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Book a Meeting
With Us

Designations & Associations

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