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Meet The Team

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Meagan Daniell, PARTNER

CFP, CLU | Certified Financial Planner

It’s normal to feel a lot of ways about money. A hot button topic for the best of us, my deep understanding of very human habits makes me easy to talk to and learn from. It feels wonderful to be the reason clients can finally face their financial future with confidence.

Hailing from a large family of professional educators, I knew this was my future—it just turned out to include money. While pursuing my neuropsychology degree, I fell in love with all things finance and human behaviour, and how I could apply my studies to educating people about their own unique path forward. From there I obtained my Certified Financial Planning (CFP) and Chartered Life Underwriter (CLU) professional designations, further distinguishing myself from the herd.

As clients inevitably become more like friends and family, over a cup of coffee or glass of wine, awkward questions about money cease to exist. Together we work to patch knowledge gaps and design plans for the future. I believe money should work to fuel our passions, goals and security. For myself, that includes traveling the world, bettering my community and planet, and finding the fun in life.

My own financial outlet is exploring new countries and immersing myself in unfamiliar cultures. It’s important for me to explore the world without worrying about money or managing the future I want. Living in the moment is more vivid when the future is secure. During my travels I seek to learn local customs and culture. This practice enriches my worldview and allows me to better serve my diverse stable of clients.

Together, we can determine what’s worthy of your investment.

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Darren Milne, PARTNER

CFP, CPA, CMA | Certified Financial Planner

Darren is a Certified Financial Planner (CFP), and Chartered Professional Accountant (CPA, CMA) with over 20 years of experience in the financial industry.

Darren is known by his clients for a persistent, professional dedication to making them feel confident, safe and secure in their financial planning, so they can live the life that is important to them. The focus of Darren’s practice is wealth and estate planning for incorporated business owners, the self-employed, executives and professionals.

After graduating from the University of Victoria, Darren joined the financial services industry in Vancouver and has always had a strong focus on his client’s success, which has led to his own personal success. Through travels across BC & Alberta Darren has gained great experiences working with Individuals and Businesses, giving him excellent perspective and strong industry resources. In 2015 as a family, they decided to return to their home of Vancouver and Darren initially joined his father and his practice at Freedom 55 Financial and merged it into the Vitality Wealth Management partnership in 2022.

Through the years the core focus of Darren’s practice remains to put clients first and help them grow, protect, and preserve their wealth.

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Brian Milne

CFP, CLU | Senior Advisor & Consultant

For over 40 years, Brian has had a successful practice focused on group benefits and insurance planning. Brian is a lifetime member of the “Million Dollar Round Table”, a recognition of more than 25 consecutive years achieving top industry results serving his clients.

In more recent years Brian has also worked with many of these existing family-owned business clients on their wealth & insurance succession strategies.

Brian, has a B. Comm from UBC, Chartered Life Underwriter, CLU, Certified Financial Planning CFP and Certified Employee Benefits Specialist, CEBS designations.

Resource Team

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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

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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

Meet The Team

Sanju Sukul

Tax & Estate Planning Specialist

Terry Dunsmann Vitality

Terry Dunsmann

Securities Specialist

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