Educate. Empower. Elevate.

Matthew R.

Phsyiotherapist

“I have had the most incredible service from Meagan Daniell at Vitality Wealth Management. Meagan has the most professional approach, is well spoken, considerate, and made me feel comfortable asking all of my questions. She took the time to inquire about my needs as well as explained what the best options were for my wife and I. She provided a thorough explanation of my insurance options as well as continually checked in with me to complete the process smoothly. I truly am grateful for all the assistance Meagan has provided. As a registered physiotherapist myself, I understand the importance of good, ethical client care, and this was a fantastic experience in every way. I would refer anyone to Meagan for their insurance and financial needs!”

Salina L.

Owner of Inside Out Cleaning Services

“Meagan has been really insightful in helping not just me, but my daughters in creating our financial plans. She worked with us to discuss our individual financial goals and what we wanted for our futures. She really took the time to listen and document what each of us wanted and then advised how best to achieve that given our varying ages.”

Sherry L.

Owner of GESS Security and Sound

“Meagan is very knowledgeable and professional. She listened and created a plan that tailors my needs. I would highly recommend her service."

Judie D.

Owner of Dahl & Associates

“Meagan has proven to be insightful, knowledgeable and so helpful in explaining wealth management options. She really listens and offers common sense individual solutions to financial issues! Highly recommend her!”

Brandi H.

Director, Lush

“Working with Meagan Daniel has been an absolute breath of fresh air for myself and my husband. We started working with her when our financial future was in flux and she managed to settle our nerves, remain super flexible in our planning and set us on a path that feels perfectly individualized for us. Additionally, we are much more confident in our own financial acumen thanks to Meagan's clear and thorough communication."

Corporate | Enterprise

Corporate Wealth Management

Business Succession &
Estate Planning

Business Continuity &
Risk Management

Employee Benefit &
Retirement Programs

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Individual | Family

Investments &
Portfolio Management

Retirement Planning

Risk Management &
Insurance Solutions

Estate Planning &
Wealth Transfer

Vitality: The Origin Story

Long before I founded a wealth management company, I knew the name would be ‘Vitality’ because of how well it applies to my life and work. My awesome grandparents are the ones to thank for that. They taught me the true meaning of the word by demonstrating the power of continuance through legacy, a growth mindset and the richness of an active life. Vitality speaks to my personal values and encompasses my clients’ holistic financial growth.

 

When it comes to money, steady long-term growth is built on a deep-rooted foundation of trust, strong relationships and proactive measures. At Vitality, we are committed to continuously investing (ha!) in our clients, community, partners and planet.

 

For us, that includes partnering with One Tree Planted. I love adventuring outdoors in the lush Pacific Northwest, so I seek to preserve its majestic beauty for generations to come. For each financial plan completed by Vitality Wealth Management, we plant 50 trees throughout British Columbia. Trees reflect how we work with clients: a small seedling of knowledge grows into strong financial prowess. Interconnected rings symbolize growth, and remind us that our financial actions (or inaction!) generate a ripple effect throughout our lives.

 

Throughout their lifetime and even in death, trees provide growth, stability and protection. So should your financial plan.

– Meagan Daniell

Let’s get started. Schedule time with me.

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